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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$34.6K Hold
53
﹤0.01% 216
2025
Q4
$37K Buy
53
+7
+15% +$4.75K ﹤0.01% 216
2025
Q3
$31.8K Hold
46
﹤0.01% 239
2025
Q2
$29.5K Sell
46
-45
-49% -$25.8K ﹤0.01% 219
2025
Q1
$51.5K Buy
+91
New +$53.7K 0.01% 184

Other funds holding IVV

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

Cheviot Value Management held its iShares Core S&P 500 ETF (IVV) position steady in Q1 2026 at 53 shares worth $34.6K. The position accounts for ﹤0.01% of the portfolio, ranked #216.

Cheviot Value Management first reported a position in IVV in Q1 2025 and has held it in 5 quarters since. The position peaked at $51.5K in Q1 2025. 3,980 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

  • Cheviot Value Management held 53 shares of iShares Core S&P 500 ETF worth $34.6K as of Q1 2026.
  • Cheviot Value Management left its iShares Core S&P 500 ETF share count unchanged in Q1 2026.
  • iShares Core S&P 500 ETF made up ﹤0.01% of Cheviot Value Management's portfolio in Q1 2026, its #216 holding.
  • Cheviot Value Management first reported a position in iShares Core S&P 500 ETF in Q1 2025 and has held it in 5 quarters since.
  • Cheviot Value Management's iShares Core S&P 500 ETF position peaked at $51.5K in Q1 2025.
  • 3,980 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

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