Chilton Investment Company’s iShares Core S&P 500 ETF IVV Stock Holding History

Chilton Investment Company’s Portfolio IVV Stock Details IVV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.38M	Buy	2,118 +1,020	+93%	+$697K	0.03%	142
2025 Q4	$752K	Buy	1,098 +280	+34%	+$190K	0.02%	174
2025 Q3	$547K	Buy	818 +390	+91%	+$251K	0.01%	190
2025 Q2	$266K	Hold	428	–	–	0.01%	202
2025 Q1	$240K	Hold	428	–	–	0.01%	189
2024 Q4	$252K	Hold	428	–	–	0.01%	171
2024 Q3	$247K	Hold	428	–	–	0.01%	179
2024 Q2	$234K	Sell	428 -591	-58%	-$311K	0.01%	162
2024 Q1	$536K	Buy	1,019 +571	+127%	+$286K	0.01%	134
2023 Q4	$214K	Buy	+448	New	+$201K	0.01%	163
2022 Q1	–	Sell	-468	Closed	-$223K	–	157
2021 Q4	$223K	Buy	+468	New	+$216K	﹤0.01%	149

Other funds holding IVV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

Chilton Investment Company increased its iShares Core S&P 500 ETF (IVV) stake by 93% in Q1 2026, buying an estimated $697K and bringing the position to 2,118 shares worth $1.38M. The position accounts for 0.03% of the portfolio, ranked #142.

Chilton Investment Company first reported a position in IVV in Q4 2021 and has held it in 11 quarters since. 3,980 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

Chilton Investment Company held 2,118 shares of iShares Core S&P 500 ETF worth $1.38M as of Q1 2026.
Chilton Investment Company bought 1,020 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $697K.
iShares Core S&P 500 ETF made up 0.03% of Chilton Investment Company's portfolio in Q1 2026, its #142 holding.
Chilton Investment Company first reported a position in iShares Core S&P 500 ETF in Q4 2021 and has held it in 11 quarters since.
3,980 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

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