CVM
ITDI icon

Cheviot Value Management’s iShares LifePath Target Date 2065 ETF ITDI Stock Holding History

Cheviot Value Management’s Portfolio ITDI Stock Details ITDI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-4,352
Closed -$166K – 429
2025
Q3 		$166K Hold
4,352
– – 0.02% 142
2025
Q2 		$153K Hold
4,352
– – 0.02% 129
2025
Q1 		$138K Buy
+4,352
New +$139K 0.02% 128

Other funds holding ITDI

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return
ME
McIlrath & Eck Arlington, Washington $1.35B AUM 15.78% 1-Year Est. Return
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

Cheviot Value Management's ITDI Position: Q4 2025 in Review

Cheviot Value Management sold out of iShares LifePath Target Date 2065 ETF (ITDI) in Q4 2025, closing a stake of 4,352 shares — an estimated $166K sold.

Cheviot Value Management first reported a position in ITDI in Q1 2025 and held it in 3 quarters. The position peaked at $166K in Q3 2025. 7 funds tracked by Wall St. Rank hold ITDI as of Q4 2025.

  • Cheviot Value Management reported no remaining iShares LifePath Target Date 2065 ETF position as of Q4 2025 after selling out during the quarter.
  • Cheviot Value Management sold 4,352 iShares LifePath Target Date 2065 ETF shares in Q4 2025, an estimated $166K.
  • Cheviot Value Management first reported a position in iShares LifePath Target Date 2065 ETF in Q1 2025 and held it in 3 quarters.
  • Cheviot Value Management's iShares LifePath Target Date 2065 ETF position peaked at $166K in Q3 2025.
  • 7 funds tracked by Wall St. Rank held iShares LifePath Target Date 2065 ETF as of Q4 2025.

Based on Cheviot Value Management's 13F filing for Q4 2025, filed 3 Feb 2026.