Cheviot Value Management’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$18.9K Hold
115
﹤0.01% 267
2026
Q1
$16.4K Hold
115
﹤0.01% 265
2025
Q4
$17.5K Hold
115
﹤0.01% 266
2025
Q3
$17.3K Sell
115
-6
-5% -$841 ﹤0.01% 278
2025
Q2
$16.8K Hold
121
﹤0.01% 256
2025
Q1
$14.9K Buy
+121
New +$15.6K ﹤0.01% 263

Other funds holding ITOT

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

Cheviot Value Management held its iShares Core S&P Total US Stock Market ETF (ITOT) position steady in Q2 2026 at 115 shares worth $18.9K. The position accounts for ﹤0.01% of the portfolio, ranked #267.

Cheviot Value Management first reported a position in ITOT in Q1 2025 and has held it in 6 quarters since. 1,710 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • Cheviot Value Management held 115 shares of iShares Core S&P Total US Stock Market ETF worth $18.9K as of Q2 2026.
  • Cheviot Value Management left its iShares Core S&P Total US Stock Market ETF share count unchanged in Q2 2026.
  • iShares Core S&P Total US Stock Market ETF made up ﹤0.01% of Cheviot Value Management's portfolio in Q2 2026, its #267 holding.
  • Cheviot Value Management first reported a position in iShares Core S&P Total US Stock Market ETF in Q1 2025 and has held it in 6 quarters since.
  • 1,710 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

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