BFO
Biltmore Family Office’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $52.3K | Hold |
396
| – | – | 0.01% | 235 |
|
|
2025
Q1 | $49.9K | Hold |
396
| – | – | 0.01% | 224 |
|
|
2024
Q4 | $51.2K | Hold |
396
| – | – | 0.01% | 222 |
|
|
2024
Q3 | $52.4K | Hold |
396
| – | – | 0.01% | 226 |
|
|
2024
Q2 | $47.8K | Hold |
396
| – | – | 0.01% | 202 |
|
|
2024
Q1 | $49.6K | Buy |
396
+86
| +28% | +$10.8K | 0.01% | 201 |
|
|
2023
Q4 | $36.1K | Hold |
310
| – | – | 0.01% | 201 |
|
|
2023
Q3 | $32.5K | Hold |
310
| – | – | 0.01% | 202 |
|
|
2023
Q2 | $34.1K | Hold |
310
| – | – | 0.01% | 201 |
|
|
2023
Q1 | $32.9K | Hold |
310
| – | – | 0.01% | 240 |
|
|
2022
Q4 | $32.7K | Hold |
310
| – | – | 0.01% | 231 |
|
|
2022
Q3 | $30K | Hold |
310
| – | – | 0.01% | 184 |
|
|
2022
Q2 | $31K | Hold |
310
| – | – | 0.01% | 184 |
|
|
2022
Q1 | $37K | Hold |
310
| – | – | 0.01% | 190 |
|
|
2021
Q4 | $38K | Hold |
310
| – | – | 0.01% | 207 |
|
|
2021
Q3 | $35K | Hold |
310
| – | – | 0.01% | 187 |
|
|
2021
Q2 | $36K | Hold |
310
| – | – | 0.01% | 170 |
|
|
2021
Q1 | $34K | Hold |
310
| – | – | 0.01% | 163 |
|
|
2020
Q4 | $30K | Hold |
310
| – | – | 0.01% | 164 |
|
|
2020
Q3 | $25K | Hold |
310
| – | – | 0.01% | 147 |
|
|
2020
Q2 | $24K | Sell |
310
-12
| -4% | -$929 | 0.01% | 160 |
|
|
2020
Q1 | $21K | Hold |
322
| – | – | 0.01% | 154 |
|
|
2019
Q4 | $31K | Buy |
322
+12
| +4% | +$1.16K | 0.01% | 179 |
|
|
2019
Q3 | $28K | Hold |
310
| – | – | 0.01% | 160 |
|
|
2019
Q2 | $28K | Buy |
+310
| New | +$28K | 0.02% | 148 |
|