Biltmore Family Office’s iShares Russell 3000 ETF IWV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $353K | Hold |
1,005
| – | – | 0.06% | 156 |
|
|
2025
Q1 | $319K | Hold |
1,005
| – | – | 0.05% | 165 |
|
|
2024
Q4 | $336K | Hold |
1,005
| – | – | 0.06% | 164 |
|
|
2024
Q3 | $328K | Hold |
1,005
| – | – | 0.06% | 165 |
|
|
2024
Q2 | $310K | Hold |
1,005
| – | – | 0.06% | 152 |
|
|
2024
Q1 | $302K | Hold |
1,005
| – | – | 0.06% | 152 |
|
|
2023
Q4 | $275K | Hold |
1,005
| – | – | 0.06% | 159 |
|
|
2023
Q3 | $247K | Hold |
1,005
| – | – | 0.06% | 166 |
|
|
2023
Q2 | $256K | Hold |
1,005
| – | – | 0.05% | 161 |
|
|
2023
Q1 | $237K | Buy |
+1,005
| New | +$237K | 0.05% | 203 |
|