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Chilton Capital Management’s iShares Morningstar Mid-Cap Value ETF IMCV Stock Holding History

Chilton Capital Management’s Portfolio IMCV Stock Details IMCV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$104K Sell
1,225
-2,655
-68% -$228K ﹤0.01% 277
2025
Q4 		$319K Sell
3,880
-350
-8% -$28.3K 0.01% 192
2025
Q3 		$340K Buy
+4,230
New +$332K 0.01% 191

Other funds holding IMCV

VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Chilton Capital Management's IMCV Position: Q1 2026 in Review

Chilton Capital Management reduced its iShares Morningstar Mid-Cap Value ETF (IMCV) stake by 68% in Q1 2026, selling an estimated $228K and leaving 1,225 shares worth $104K. The position accounts for ﹤0.01% of the portfolio, ranked #277.

Chilton Capital Management first reported a position in IMCV in Q3 2025 and has held it in 3 quarters since. The position peaked at $340K in Q3 2025. 172 funds tracked by Wall St. Rank hold IMCV as of Q1 2026.

  • Chilton Capital Management held 1,225 shares of iShares Morningstar Mid-Cap Value ETF worth $104K as of Q1 2026.
  • Chilton Capital Management sold 2,655 iShares Morningstar Mid-Cap Value ETF shares in Q1 2026, an estimated $228K.
  • iShares Morningstar Mid-Cap Value ETF made up ﹤0.01% of Chilton Capital Management's portfolio in Q1 2026, its #277 holding.
  • Chilton Capital Management first reported a position in iShares Morningstar Mid-Cap Value ETF in Q3 2025 and has held it in 3 quarters since.
  • Chilton Capital Management's iShares Morningstar Mid-Cap Value ETF position peaked at $340K in Q3 2025.
  • 172 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Value ETF as of Q1 2026.

Based on Chilton Capital Management's 13F filing for Q1 2026, filed 11 May 2026.