Biltmore Family Office’s iShares Russell 3000 ETF IWV Stock Holding History

Biltmore Family Office’s Portfolio IWV Stock Details IWV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$429K	Hold	1,005	–	–	0.06%	171
2026 Q1	$373K	Hold	1,005	–	–	0.05%	181
2025 Q4	$389K	Hold	1,005	–	–	0.05%	169
2025 Q3	$381K	Hold	1,005	–	–	0.05%	162
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	+$232K	0.05%	203

Other funds holding IWV

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

AFI

American Family Investments Madison, Wisconsin $5.54B AUM 1.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UMC

UNC Management Company Chapel Hill, North Carolina $2.07B AUM 21.32% 1-Year Est. Return

PWA

Pitcairn Wealth Advisors Conshohocken, Pennsylvania $913M AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Biltmore Family Office's IWV Position: Q2 2026 in Review

Biltmore Family Office held its iShares Russell 3000 ETF (IWV) position steady in Q2 2026 at 1,005 shares worth $429K. The position accounts for 0.06% of the portfolio, ranked #171.

Biltmore Family Office first reported a position in IWV in Q1 2023 and has held it in 14 quarters since. 906 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

Biltmore Family Office held 1,005 shares of iShares Russell 3000 ETF worth $429K as of Q2 2026.
Biltmore Family Office left its iShares Russell 3000 ETF share count unchanged in Q2 2026.
iShares Russell 3000 ETF made up 0.06% of Biltmore Family Office's portfolio in Q2 2026, its #171 holding.
Biltmore Family Office first reported a position in iShares Russell 3000 ETF in Q1 2023 and has held it in 14 quarters since.
906 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on Biltmore Family Office's 13F filing for Q2 2026, filed 12 Aug 2026.