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 Q2	$82.2K	Sell	900 -325	-27%	-$28.9K	﹤0.01%	297
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 $13.4B AUM 22.25% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BDF

Black Diamond Financial Towson, Maryland $1.13B AUM 22.3% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Chilton Capital Management's IMCV Position: Q2 2026 in Review

Chilton Capital Management reduced its iShares Morningstar Mid-Cap Value ETF (IMCV) stake by 27% in Q2 2026, selling an estimated $28.9K and leaving 900 shares worth $82.2K. The position accounts for ﹤0.01% of the portfolio, ranked #297.

Chilton Capital Management first reported a position in IMCV in Q3 2025 and has held it in 4 quarters since. The position peaked at $340K in Q3 2025. 169 funds tracked by Wall St. Rank hold IMCV as of Q2 2026.

Chilton Capital Management held 900 shares of iShares Morningstar Mid-Cap Value ETF worth $82.2K as of Q2 2026.
Chilton Capital Management sold 325 iShares Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $28.9K.
iShares Morningstar Mid-Cap Value ETF made up ﹤0.01% of Chilton Capital Management's portfolio in Q2 2026, its #297 holding.
Chilton Capital Management first reported a position in iShares Morningstar Mid-Cap Value ETF in Q3 2025 and has held it in 4 quarters since.
Chilton Capital Management's iShares Morningstar Mid-Cap Value ETF position peaked at $340K in Q3 2025.
169 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Chilton Capital Management's 13F filing for Q2 2026, filed 4 Aug 2026.