iShares S&P SmallCap 600 Index shares owned by Biltmore Family Office
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Biltmore Family Office
from 13F filings
Historical chart of Biltmore Family Office investment in iShares S&P SmallCap 600 Index
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Quarterly reported holdings in iShares S&P SmallCap 600 Index by Biltmore Family Office
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $4.7M | 41k | 116.96 |
| 2024-06-30 | $4.3M | 41k | 106.66 |
| 2024-03-31 | $4.5M | 41k | 110.52 |
| 2023-12-31 | $4.4M | 41k | 108.25 |
| 2023-09-30 | $3.7M | 39k | 94.79 |
| 2023-06-30 | $3.4M | 34k | 99.65 |
| 2023-03-31 | $2.6M | 27k | 96.70 |
| 2022-12-31 | $2.5M | 27k | 94.64 |
| 2022-09-30 | $2.6M | 29k | 87.18 |
| 2022-06-30 | $2.6M | 29k | 92.42 |
| 2022-03-31 | $2.9M | 27k | 107.87 |
| 2021-12-31 | $2.9M | 25k | 114.50 |
| 2021-09-30 | $2.5M | 23k | 109.21 |
| 2021-06-30 | $2.5M | 22k | 112.99 |
| 2021-03-31 | $1.1M | 10k | 108.50 |
| 2020-12-31 | $907k | 9.9k | 91.89 |
| 2020-09-30 | $516k | 7.3k | 70.27 |
| 2020-06-30 | $1.1M | 16k | 68.28 |
| 2020-03-31 | $3.1M | 54k | 56.12 |
| 2019-12-31 | $6.1M | 73k | 83.86 |
| 2019-09-30 | $5.8M | 74k | 77.83 |
| 2019-06-30 | $5.0M | 64k | 78.28 |
| 2019-03-31 | $5.1M | 66k | 77.15 |
| 2018-12-31 | $4.4M | 64k | 69.33 |
| 2018-09-30 | $5.3M | 61k | 87.53 |
| 2018-06-30 | $4.9M | 59k | 83.70 |
| 2018-03-31 | $4.4M | 57k | 77.00 |
| 2017-12-31 | $4.0M | 52k | 76.81 |
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