Biltmore Family Office’s iShares Russell 3000 ETF IWV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $381K | Hold |
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|
2025
Q2 | $353K | Hold |
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|
2025
Q1 | $319K | Hold |
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|
2024
Q4 | $336K | Hold |
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|
2024
Q3 | $328K | Hold |
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|
2024
Q2 | $310K | Hold |
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|
2024
Q1 | $302K | Hold |
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|
2023
Q4 | $275K | Hold |
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|
2023
Q3 | $247K | Hold |
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|
2023
Q2 | $256K | Hold |
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|
2023
Q1 | $237K | Buy |
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