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iShares Russell 1000 Value Index shares owned by Biltmore Family Office

Quarter-by-quarter ownership of iShares Russell 1000 Value Index (IWD) shares owned by Biltmore Family Office from 13F filings

Historical chart of Biltmore Family Office investment in iShares Russell 1000 Value Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 1000 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 Russell 1000 Value Index by Biltmore Family Office

Quarter filed Position value Share count Share price at filing
2024-09-30 $477k 2.5k 189.80
2024-06-30 $438k 2.5k 174.47
2024-03-31 $65k 362 179.11
2022-12-31 $314k 2.1k 151.65
2020-03-31 $19k 189 100.53
2019-12-31 $19k 139 136.69

More positions owned by Biltmore Family Office

Apple (AAPL)
Ishares Gold Tr Ishares New (IAU)
Avidxchange Holdings (AVDX)
Vanguard Index Fds Large Cap Etf (VV)
Microsoft Corporation (MSFT)
Exchange Traded Concepts Tru Robo Glb Etf (ROBO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr National Mun Etf (MUB)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Sprott Physical Gold Tr Unit (PHYS)
Abbvie (ABBV)
Merck & Co (MRK)
Ftai Aviation SHS (FTAI)
Aon Shs Cl A (AON)
Ishares Tr 1 3 Yr Treas Bd (SHY)

View all positions for Biltmore Family Office

Top funds holding iShares Russell 1000 Value Index

Bank of America Corporation
Morgan Stanley
Goldman Sachs Group
Financial Engines Advisors L.L.C
Jpmorgan Chase & Co
Envestnet Asset Management
Jones Financial Companies, L.L
Wells Fargo & Company
Raymond James & Associates
M^T Bank Corporation
LPL Financial
Pnc Financial Services
Synovus Financial Corp.
Alaska Permanent Fund Corp
BlackRock

View all funds holding iShares Russell 1000 Value Index