Chilton Investment Company’s iShares S&P 500 Growth ETF IVW Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.36M	Sell	9,868 -334	-3%	-$44.1K	0.03%	152
2026 Q1	$1.15M	Buy	10,202 +927	+10%	+$111K	0.03%	150
2025 Q4	$1.14M	Hold	9,275	–	–	0.02%	143
2025 Q3	$1.12M	Sell	9,275 -1,067	-10%	-$123K	0.02%	142
2025 Q2	$1.14M	Buy	+10,342	New	+$1.02M	0.03%	105
2024 Q2	–	Sell	-4,513	Closed	-$381K	–	176
2024 Q1	$381K	Buy	+4,513	New	+$363K	0.01%	150
2022 Q4	–	Sell	-3,869	Closed	-$224K	–	154
2022 Q3	$224K	Buy	+3,869	New	+$251K	0.01%	150
2022 Q1	–	Sell	-41,567	Closed	-$3.48M	–	158
2021 Q4	$3.48M	Hold	41,567	–	–	0.07%	62
2021 Q3	$3.07M	Buy	+41,567	New	+$3.17M	0.08%	69

Other funds holding IVW

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

Chilton Investment Company reduced its iShares S&P 500 Growth ETF (IVW) stake by 3.3% in Q2 2026, selling an estimated $44.1K and leaving 9,868 shares worth $1.36M. The position accounts for 0.03% of the portfolio, ranked #152.

Chilton Investment Company first reported a position in IVW in Q3 2021 and has held it in 9 quarters since. The position peaked at $3.48M in Q4 2021. 2,133 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Chilton Investment Company held 9,868 shares of iShares S&P 500 Growth ETF worth $1.36M as of Q2 2026.
Chilton Investment Company sold 334 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $44.1K.
iShares S&P 500 Growth ETF made up 0.03% of Chilton Investment Company's portfolio in Q2 2026, its #152 holding.
Chilton Investment Company first reported a position in iShares S&P 500 Growth ETF in Q3 2021 and has held it in 9 quarters since.
Chilton Investment Company's iShares S&P 500 Growth ETF position peaked at $3.48M in Q4 2021.
2,133 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

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