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 Q1	$4.67K	Hold	126	–	–	﹤0.01%	321
2025 Q4	$4.94K	Buy	+126	New	+$4.74K	﹤0.01%	317

Other funds holding ITDG

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return

Cheviot Value Management's ITDG Position: Q1 2026 in Review

Cheviot Value Management held its iShares LifePath Target Date 2055 ETF (ITDG) position steady in Q1 2026 at 126 shares worth $4.67K. The position accounts for ﹤0.01% of the portfolio, ranked #321.

Cheviot Value Management first reported a position in ITDG in Q4 2025 and has held it in 2 quarters since. The position peaked at $4.94K in Q4 2025. 4 funds tracked by Wall St. Rank hold ITDG as of Q1 2026.

Cheviot Value Management held 126 shares of iShares LifePath Target Date 2055 ETF worth $4.67K as of Q1 2026.
Cheviot Value Management left its iShares LifePath Target Date 2055 ETF share count unchanged in Q1 2026.
iShares LifePath Target Date 2055 ETF made up ﹤0.01% of Cheviot Value Management's portfolio in Q1 2026, its #321 holding.
Cheviot Value Management first reported a position in iShares LifePath Target Date 2055 ETF in Q4 2025 and has held it in 2 quarters since.
Cheviot Value Management's iShares LifePath Target Date 2055 ETF position peaked at $4.94K in Q4 2025.
4 funds tracked by Wall St. Rank held iShares LifePath Target Date 2055 ETF as of Q1 2026.

Based on Cheviot Value Management's 13F filing for Q1 2026, filed 12 May 2026.