Chilton Capital Management’s iShares S&P 500 Growth ETF IVW Stock Holding History

Chilton Capital Management’s Portfolio IVW Stock Details IVW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$65.2K	Hold	576	–	–	﹤0.01%	310
2025 Q4	$71K	Sell	576 -175	-23%	-$21.4K	﹤0.01%	317
2025 Q3	$90.7K	Buy	751 +175	+30%	+$20.1K	﹤0.01%	305
2025 Q2	$63.4K	Hold	576	–	–	﹤0.01%	310
2025 Q1	$53.5K	Hold	576	–	–	﹤0.01%	311
2024 Q4	$58.5K	Sell	576 -28	-5%	-$2.79K	﹤0.01%	312
2024 Q3	$57.8K	Buy	604 +28	+5%	+$2.58K	﹤0.01%	337
2024 Q2	$53.3K	Sell	576 -125	-18%	-$10.8K	﹤0.01%	351
2024 Q1	$59.2K	Sell	701 -335	-32%	-$26.9K	﹤0.01%	333
2023 Q4	$77.8K	Buy	1,036 +460	+80%	+$32.7K	﹤0.01%	312
2023 Q3	$39.4K	Hold	576	–	–	﹤0.01%	335
2023 Q2	$40.6K	Hold	576	–	–	﹤0.01%	349
2023 Q1	$36.8K	Buy	+576	New	+$35.2K	﹤0.01%	362
2022 Q3	–	Sell	-576	Closed	-$35K	–	410
2022 Q2	$35K	Buy	+576	New	+$38.1K	﹤0.01%	352
2022 Q1	–	Sell	-576	Closed	-$48K	–	407
2021 Q4	$48K	Buy	+576	New	+$46.4K	﹤0.01%	340

Other funds holding IVW

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

Chilton Capital Management held its iShares S&P 500 Growth ETF (IVW) position steady in Q1 2026 at 576 shares worth $65.2K. The position accounts for ﹤0.01% of the portfolio, ranked #310.

Chilton Capital Management first reported a position in IVW in Q4 2021 and has held it in 15 quarters since. The position peaked at $90.7K in Q3 2025. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

Chilton Capital Management held 576 shares of iShares S&P 500 Growth ETF worth $65.2K as of Q1 2026.
Chilton Capital Management left its iShares S&P 500 Growth ETF share count unchanged in Q1 2026.
iShares S&P 500 Growth ETF made up ﹤0.01% of Chilton Capital Management's portfolio in Q1 2026, its #310 holding.
Chilton Capital Management first reported a position in iShares S&P 500 Growth ETF in Q4 2021 and has held it in 15 quarters since.
Chilton Capital Management's iShares S&P 500 Growth ETF position peaked at $90.7K in Q3 2025.
2,040 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

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