Cheviot Value Management’s iShares LifePath Target Date 2055 ETF ITDG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$5.35K	Hold	126	–	–	﹤0.01%	360
2026 Q2	$5.31K	Hold	126	–	–	﹤0.01%	334
2026 Q1	$4.67K	Hold	126	–	–	﹤0.01%	321
2025 Q4	$4.94K	Buy	+126	New	+$4.74K	﹤0.01%	317

Other funds holding ITDG

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

10Elms LLP Tulsa, Oklahoma $238M AUM 12.04% 1-Year Est. Return

Capital Advisors Ltd Shaker Heights, Ohio $987M AUM 13.52% 1-Year Est. Return

Cheviot Value Management's ITDG Position: Q3 2026 in Review

Cheviot Value Management held its iShares LifePath Target Date 2055 ETF (ITDG) position steady in Q3 2026 at 126 shares worth $5.35K. The position accounts for ﹤0.01% of the portfolio, ranked #360.

Cheviot Value Management first reported a position in ITDG in Q4 2025 and has held it in 4 quarters since. 4 funds tracked by Wall St. Rank hold ITDG as of Q3 2026.

Cheviot Value Management held 126 shares of iShares LifePath Target Date 2055 ETF worth $5.35K as of Q3 2026.
Cheviot Value Management left its iShares LifePath Target Date 2055 ETF share count unchanged in Q3 2026.
iShares LifePath Target Date 2055 ETF made up ﹤0.01% of Cheviot Value Management's portfolio in Q3 2026, its #360 holding.
Cheviot Value Management first reported a position in iShares LifePath Target Date 2055 ETF in Q4 2025 and has held it in 4 quarters since.
4 funds tracked by Wall St. Rank held iShares LifePath Target Date 2055 ETF as of Q3 2026.

Based on Cheviot Value Management's 13F filing for Q3 2026, filed 9 Nov 2026.