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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
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$188K Hold
1,695
– – 0.02% 120
2025
Q1 		$173K Sell
1,695
-524
-24% -$53.6K 0.02% 118
2024
Q4 		$256K Buy
+2,219
New +$256K 0.05% 63