Chilton Capital Management
IMCV icon

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
Q3 		$9.18K Sell
100
-800
-89% -$76.4K ﹤0.01% 483
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

Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Orgel Wealth Management
Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Black Diamond Financial
Black Diamond Financial Towson, Maryland $1.18B AUM 15.24% 1-Year Est. Return
MTC
Matrix Trust Company Denver, Colorado $688M AUM 12.13% 1-Year Est. Return
Steele Capital Management
Steele Capital Management Dubuque, Iowa $2.7B AUM 13.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Granville Capital
Granville Capital Greensboro, North Carolina $254M AUM 16.36% 1-Year Est. Return
Marietta Wealth Management
Marietta Wealth Management Marietta, Georgia $945M AUM 19.14% 1-Year Est. Return

Chilton Capital Management's IMCV Position: Q3 2026 in Review

Chilton Capital Management reduced its iShares Morningstar Mid-Cap Value ETF (IMCV) stake by 89% in Q3 2026, selling an estimated $76.4K and leaving 100 shares worth $9.18K. The position accounts for ﹤0.01% of the portfolio, ranked #483.

Chilton Capital Management first reported a position in IMCV in Q3 2025 and has held it in 5 quarters since. The position peaked at $340K in Q3 2025. 114 funds tracked by Wall St. Rank hold IMCV as of Q3 2026.

  • Chilton Capital Management held 100 shares of iShares Morningstar Mid-Cap Value ETF worth $9.18K as of Q3 2026.
  • Chilton Capital Management sold 800 iShares Morningstar Mid-Cap Value ETF shares in Q3 2026, an estimated $76.4K.
  • iShares Morningstar Mid-Cap Value ETF made up ﹤0.01% of Chilton Capital Management's portfolio in Q3 2026, its #483 holding.
  • Chilton Capital Management first reported a position in iShares Morningstar Mid-Cap Value ETF in Q3 2025 and has held it in 5 quarters since.
  • Chilton Capital Management's iShares Morningstar Mid-Cap Value ETF position peaked at $340K in Q3 2025.
  • 114 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Value ETF as of Q3 2026.

Based on Chilton Capital Management's 13F filing for Q3 2026, filed 28 Oct 2026.