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iShares S&P 500 Value Index shares owned by Biltmore Family Office

Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Biltmore Family Office from 13F filings

Historical chart of Biltmore Family Office investment in iShares S&P 500 Value Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 500 Value Index held by Biltmore Family Office consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P 500 Value Index by Biltmore Family Office

Quarter filed Position value Share count Share price at filing
2025-09-30 $156k 756 206.51
2025-06-30 $148k 756 195.42
2025-03-31 $144k 756 190.58
2024-12-31 $144k 756 190.88
2024-09-30 $182k 921 197.17

More positions owned by Biltmore Family Office

Apple (AAPL)
Ishares Gold Tr Ishares New (IAU)
Avidxchange Holdings (AVDX)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Microsoft Corporation (MSFT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Large Cap Etf (VV)
Exchange Traded Concepts Tru Robo Glb Etf (ROBO)
Sprott Asset Management Physical Gold Tr (PHYS)
Meta Platforms Cl A (META)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Abbvie (ABBV)
Goldman Sachs (GS)
First Tr Exchange Traded Nasdq Artfcial (ROBT)
Bank of America Corporation (BAC)

View all positions for Biltmore Family Office

Top funds holding iShares S&P 500 Value Index

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Wells Fargo & Company
UBS Group
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Pnc Financial Services
BlackRock
CWM
Lido Advisors
Park Avenue Securities
Envestnet Portfolio Solutions

View all funds holding iShares S&P 500 Value Index