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 Q2	$11M	Buy	14,750 +12,632	+596%	+$9.2M	0.26%	45
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 $6.73T AUM 46.02% 1-Year Est. Return

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

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 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

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

Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

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

Chilton Investment Company increased its iShares Core S&P 500 ETF (IVV) stake by 596% in Q2 2026, buying an estimated $9.2M and bringing the position to 14,750 shares worth $11M. The position accounts for 0.26% of the portfolio, ranked #45.

Chilton Investment Company first reported a position in IVV in Q4 2021 and has held it in 12 quarters since. 4,111 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Chilton Investment Company held 14,750 shares of iShares Core S&P 500 ETF worth $11M as of Q2 2026.
Chilton Investment Company bought 12,632 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $9.2M.
iShares Core S&P 500 ETF made up 0.26% of Chilton Investment Company's portfolio in Q2 2026, its #45 holding.
Chilton Investment Company first reported a position in iShares Core S&P 500 ETF in Q4 2021 and has held it in 12 quarters since.
4,111 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

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