Chilton Investment Company’s iShares S&P 500 Value ETF IVE Stock Holding History

Chilton Investment Company’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 Q2	$700K	Buy
2025 Q1	$496K	Sell
2024 Q4	$557K	Hold
2024 Q3	$576K	Hold
2024 Q2	$531K	Sell
2024 Q1	$671K	Hold
2023 Q4	$625K	Buy
2023 Q3	$510K	Sell
2023 Q2	$609K	Buy
2022 Q4	–	Sell
2022 Q3	$202K	Buy