Chilton Investment Company’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
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% | -$323K | 0.01% | 162 |
|
|
2024
Q1 | $536K | Buy |
1,019
+571
| +127% | +$300K | 0.01% | 134 |
|
|
2023
Q4 | $214K | Buy |
+448
| New | +$214K | 0.01% | 163 |
|
|
2022
Q1 | – | Sell |
-468
| Closed | -$223K | – | 157 |
|
|
2021
Q4 | $223K | Buy |
+468
| New | +$223K | ﹤0.01% | 149 |
|