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 – 430
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 $77.3B AUM 36.07% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 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