Cheviot Value Management’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Cheviot Value Management’s Portfolio IJR Stock Details IJR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$241K	Hold	1,626	–	–	0.02%	129
2026 Q1	$202K	Hold	1,626	–	–	0.02%	127
2025 Q4	$207K	Hold	1,626	–	–	0.02%	129
2025 Q3	$196K	Sell	1,626 -69	-4%	-$7.94K	0.02%	135
2025 Q2	$188K	Hold	1,695	–	–	0.02%	120
2025 Q1	$173K	Sell	1,695 -524	-24%	-$59.1K	0.02%	118
2024 Q4	$256K	Buy	+2,219	New	+$265K	0.05%	63

Other funds holding IJR

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Cheviot Value Management's IJR Position: Q2 2026 in Review

Cheviot Value Management held its iShares Core S&P Small-Cap ETF (IJR) position steady in Q2 2026 at 1,626 shares worth $241K. The position accounts for 0.02% of the portfolio, ranked #129.

Cheviot Value Management first reported a position in IJR in Q4 2024 and has held it in 7 quarters since. The position peaked at $256K in Q4 2024. 2,840 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Cheviot Value Management held 1,626 shares of iShares Core S&P Small-Cap ETF worth $241K as of Q2 2026.
Cheviot Value Management left its iShares Core S&P Small-Cap ETF share count unchanged in Q2 2026.
iShares Core S&P Small-Cap ETF made up 0.02% of Cheviot Value Management's portfolio in Q2 2026, its #129 holding.
Cheviot Value Management first reported a position in iShares Core S&P Small-Cap ETF in Q4 2024 and has held it in 7 quarters since.
Cheviot Value Management's iShares Core S&P Small-Cap ETF position peaked at $256K in Q4 2024.
2,840 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Cheviot Value Management's 13F filing for Q2 2026, filed 6 Aug 2026.