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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
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Chilton Investment Company's IVE Position: Q1 2026 in Review

Chilton Investment Company increased its iShares S&P 500 Value ETF (IVE) stake by 3.6% in Q1 2026, buying an estimated $24.9K and bringing the position to 3,278 shares worth $692K. The position accounts for 0.02% of the portfolio, ranked #182.

Chilton Investment Company first reported a position in IVE in Q3 2022 and has held it in 13 quarters since. The position peaked at $700K in Q2 2025. 1,704 funds tracked by Wall St. Rank hold IVE as of Q1 2026.

  • Chilton Investment Company held 3,278 shares of iShares S&P 500 Value ETF worth $692K as of Q1 2026.
  • Chilton Investment Company bought 115 iShares S&P 500 Value ETF shares in Q1 2026, an estimated $24.9K.
  • iShares S&P 500 Value ETF made up 0.02% of Chilton Investment Company's portfolio in Q1 2026, its #182 holding.
  • Chilton Investment Company first reported a position in iShares S&P 500 Value ETF in Q3 2022 and has held it in 13 quarters since.
  • Chilton Investment Company's iShares S&P 500 Value ETF position peaked at $700K in Q2 2025.
  • 1,704 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q1 2026.

Based on Chilton Investment Company's 13F filing for Q1 2026, filed 15 May 2026.