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Cheviot Value Management’s iShares Morningstar Growth ETF ILCG Stock Holding History

Cheviot Value Management’s Portfolio ILCG Stock Details ILCG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$53.6K Hold
458
– – 0.01% 202
2026
Q1 		$43.7K Hold
458
– – ﹤0.01% 202
2025
Q4 		$48.5K Hold
458
– – ﹤0.01% 201
2025
Q3 		$49.7K Hold
458
– – 0.01% 211
2025
Q2 		$46.2K Hold
458
– – 0.01% 194
2025
Q1 		$38.9K Buy
+458
New +$40.6K ﹤0.01% 193

Other funds holding ILCG

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CT
Clearstead Trust Portland, Maine $765M AUM 36.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return
BDWCC
B&D White Capital Company Lakeway, Texas $1B AUM 19.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Cheviot Value Management held its iShares Morningstar Growth ETF (ILCG) position steady in Q2 2026 at 458 shares worth $53.6K. The position accounts for 0.01% of the portfolio, ranked #202.

Cheviot Value Management first reported a position in ILCG in Q1 2025 and has held it in 6 quarters since. 351 funds tracked by Wall St. Rank hold ILCG as of Q2 2026.

  • Cheviot Value Management held 458 shares of iShares Morningstar Growth ETF worth $53.6K as of Q2 2026.
  • Cheviot Value Management left its iShares Morningstar Growth ETF share count unchanged in Q2 2026.
  • iShares Morningstar Growth ETF made up 0.01% of Cheviot Value Management's portfolio in Q2 2026, its #202 holding.
  • Cheviot Value Management first reported a position in iShares Morningstar Growth ETF in Q1 2025 and has held it in 6 quarters since.
  • 351 funds tracked by Wall St. Rank held iShares Morningstar Growth ETF as of Q2 2026.

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