Cheviot Value Management’s iShares S&P 500 Value ETF IVE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$5K	Hold	22	–	–	﹤0.01%	337
2026 Q1	$4.64K	Hold	22	–	–	﹤0.01%	322
2025 Q4	$4.76K	Hold	22	–	–	﹤0.01%	318
2025 Q3	$4.63K	Hold	22	–	–	﹤0.01%	343
2025 Q2	$4.37K	Hold	22	–	–	﹤0.01%	327
2025 Q1	$4.06K	Buy	+22	New	+$4.26K	﹤0.01%	338

Other funds holding IVE

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Cheviot Value Management held its iShares S&P 500 Value ETF (IVE) position steady in Q2 2026 at 22 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #337.

Cheviot Value Management first reported a position in IVE in Q1 2025 and has held it in 6 quarters since. 1,766 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

Cheviot Value Management held 22 shares of iShares S&P 500 Value ETF worth $5K as of Q2 2026.
Cheviot Value Management left its iShares S&P 500 Value ETF share count unchanged in Q2 2026.
iShares S&P 500 Value ETF made up ﹤0.01% of Cheviot Value Management's portfolio in Q2 2026, its #337 holding.
Cheviot Value Management first reported a position in iShares S&P 500 Value ETF in Q1 2025 and has held it in 6 quarters since.
1,766 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

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