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
2026 Q2	$744K	Hold	3,278	–	–	0.02%	198
2026 Q1	$692K	Buy	3,278 +115	+4%	+$24.9K	0.02%	182
2025 Q4	$671K	Hold	3,163	–	–	0.01%	185
2025 Q3	$653K	Sell	3,163 -417	-12%	-$83.8K	0.01%	178
2025 Q2	$700K	Buy	3,580 +977	+38%	+$182K	0.02%	135
2025 Q1	$496K	Sell	2,603 -316	-11%	-$61.1K	0.01%	147
2024 Q4	$557K	Hold	2,919	–	–	0.01%	131
2024 Q3	$576K	Hold	2,919	–	–	0.02%	133
2024 Q2	$531K	Sell	2,919 -673	-19%	-$123K	0.02%	130
2024 Q1	$671K	Hold	3,592	–	–	0.02%	122
2023 Q4	$625K	Buy	3,592 +276	+8%	+$44.4K	0.02%	116
2023 Q3	$510K	Sell	3,316 -464	-12%	-$75K	0.02%	121
2023 Q2	$609K	Buy	+3,780	New	+$582K	0.02%	116
2022 Q4	–	Sell	-1,572	Closed	-$202K	–	153
2022 Q3	$202K	Buy	+1,572	New	+$223K	0.01%	156

Other funds holding IVE

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Chilton Investment Company's IVE Position: Q2 2026 in Review

Chilton Investment Company held its iShares S&P 500 Value ETF (IVE) position steady in Q2 2026 at 3,278 shares worth $744K. The position accounts for 0.02% of the portfolio, ranked #198.

Chilton Investment Company first reported a position in IVE in Q3 2022 and has held it in 14 quarters since. 1,767 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

Chilton Investment Company held 3,278 shares of iShares S&P 500 Value ETF worth $744K as of Q2 2026.
Chilton Investment Company left its iShares S&P 500 Value ETF share count unchanged in Q2 2026.
iShares S&P 500 Value ETF made up 0.02% of Chilton Investment Company's portfolio in Q2 2026, its #198 holding.
Chilton Investment Company first reported a position in iShares S&P 500 Value ETF in Q3 2022 and has held it in 14 quarters since.
1,767 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on Chilton Investment Company's 13F filing for Q2 2026, filed 14 Aug 2026.