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Chilton Capital Management’s iShares S&P 500 Value ETF IVE Stock Holding History

Chilton Capital Management’s Portfolio IVE Stock Details IVE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-373
Closed -$77K – 695
2025
Q3 		$77K Buy
+373
New +$74.9K ﹤0.01% 317

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JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Chilton Capital Management's IVE Position: Q4 2025 in Review

Chilton Capital Management sold out of iShares S&P 500 Value ETF (IVE) in Q4 2025, closing a stake of 373 shares — an estimated $77K sold.

Chilton Capital Management first reported a position in IVE in Q3 2025 and held it in 1 quarter. The position peaked at $77K in Q3 2025. 1,695 funds tracked by Wall St. Rank hold IVE as of Q4 2025.

  • Chilton Capital Management reported no remaining iShares S&P 500 Value ETF position as of Q4 2025 after selling out during the quarter.
  • Chilton Capital Management sold 373 iShares S&P 500 Value ETF shares in Q4 2025, an estimated $77K.
  • Chilton Capital Management first reported a position in iShares S&P 500 Value ETF in Q3 2025 and held it in 1 quarter.
  • Chilton Capital Management's iShares S&P 500 Value ETF position peaked at $77K in Q3 2025.
  • 1,695 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q4 2025.

Based on Chilton Capital Management's 13F filing for Q4 2025, filed 12 Feb 2026.