Chilton Capital Management’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $4.78M | Buy |
7,313
+477
| +7% | +$326K | 0.17% | 83 |
|
|
2025
Q4 | $4.68M | Buy |
6,836
+152
| +2% | +$103K | 0.16% | 82 |
|
|
2025
Q3 | $4.47M | Sell |
6,684
-67
| -1% | -$43.2K | 0.15% | 85 |
|
|
2025
Q2 | $4.19M | Buy |
6,751
+1,773
| +36% | +$1.02M | 0.15% | 84 |
|
|
2025
Q1 | $2.8M | Sell |
4,978
-179
| -3% | -$106K | 0.12% | 88 |
|
|
2024
Q4 | $3.04M | Sell |
5,157
-1,409
| -21% | -$834K | 0.13% | 86 |
|
|
2024
Q3 | $3.79M | Buy |
6,566
+1,450
| +28% | +$806K | 0.16% | 83 |
|
|
2024
Q2 | $2.8M | Sell |
5,116
-1,040
| -17% | -$547K | 0.13% | 90 |
|
|
2024
Q1 | $3.24M | Sell |
6,156
-425
| -6% | -$213K | 0.15% | 84 |
|
|
2023
Q4 | $3.14M | Buy |
6,581
+532
| +9% | +$238K | 0.16% | 88 |
|
|
2023
Q3 | $2.6M | Buy |
6,049
+48
| +0.8% | +$21.5K | 0.15% | 90 |
|
|
2023
Q2 | $2.67M | Sell |
6,001
-73
| -1% | -$30.8K | 0.15% | 88 |
|
|
2023
Q1 | $2.5M | Buy |
6,074
+801
| +15% | +$321K | 0.14% | 90 |
|
|
2022
Q4 | $2.03M | Buy |
5,273
+98
| +2% | +$37.8K | 0.13% | 97 |
|
|
2022
Q3 | $1.86M | Buy |
5,175
+36
| +0.7% | +$14.4K | 0.12% | 95 |
|
|
2022
Q2 | $1.95M | Buy |
5,139
+70
| +1% | +$28.8K | 0.12% | 99 |
|
|
2022
Q1 | $2.3M | Buy |
5,069
+197
| +4% | +$88.1K | 0.12% | 100 |
|
|
2021
Q4 | $2.32M | Buy |
4,872
+9
| +0.2% | +$4.15K | 0.12% | 98 |
|
|
2021
Q3 | $2.1M | Buy |
4,863
+123
| +3% | +$54.5K | 0.12% | 102 |
|
|
2021
Q2 | $2.04M | Sell |
4,740
-281
| -6% | -$118K | 0.12% | 103 |
|
|
2021
Q1 | $2M | Sell |
5,021
-220
| -4% | -$85.2K | 0.13% | 96 |
|
|
2020
Q4 | $1.97M | Sell |
5,241
-10
| -0.2% | -$3.56K | 0.14% | 90 |
|
|
2020
Q3 | $1.76M | Sell |
5,251
-22
| -0.4% | -$7.32K | 0.14% | 92 |
|
|
2020
Q2 | $1.63M | Buy |
5,273
+37
| +0.7% | +$10.9K | 0.14% | 93 |
|
|
2020
Q1 | $1.35M | Buy |
5,236
+292
| +6% | +$89.5K | 0.14% | 97 |
|
|
2019
Q4 | $1.6M | Buy |
4,944
+274
| +6% | +$84.8K | 0.13% | 105 |
|
|
2019
Q3 | $1.39M | Buy |
4,670
+182
| +4% | +$54.1K | 0.11% | 107 |
|
|
2019
Q2 | $1.32M | Buy |
4,488
+271
| +6% | +$78.5K | 0.11% | 107 |
|
|
2019
Q1 | $1.2M | Buy |
4,217
+640
| +18% | +$175K | 0.11% | 108 |
|
|
2018
Q4 | $900K | Buy |
3,577
+400
| +13% | +$109K | 0.09% | 123 |
|
|
2018
Q3 | $930K | Buy |
3,177
+594
| +23% | +$170K | 0.08% | 141 |
|
|
2018
Q2 | $705K | Buy |
+2,583
| New | +$703K | 0.06% | 152 |
|
Other funds holding IVV
Chilton Capital Management's IVV Position: Q1 2026 in Review
Chilton Capital Management increased its iShares Core S&P 500 ETF (IVV) stake by 7% in Q1 2026, buying an estimated $326K and bringing the position to 7,313 shares worth $4.78M. The position accounts for 0.17% of the portfolio, ranked #83.
Chilton Capital Management first reported a position in IVV in Q2 2018 and has held it in 32 quarters since. 3,982 funds tracked by Wall St. Rank hold IVV as of Q1 2026.
- Chilton Capital Management held 7,313 shares of iShares Core S&P 500 ETF worth $4.78M as of Q1 2026.
- Chilton Capital Management bought 477 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $326K.
- iShares Core S&P 500 ETF made up 0.17% of Chilton Capital Management's portfolio in Q1 2026, its #83 holding.
- Chilton Capital Management first reported a position in iShares Core S&P 500 ETF in Q2 2018 and has held it in 32 quarters since.
- 3,982 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.
Based on Chilton Capital Management's 13F filing for Q1 2026, filed 11 May 2026.