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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$19.4K	Hold	141	–	–	﹤0.01%	266
2026 Q1	$15.9K	Hold	141	–	–	﹤0.01%	267
2025 Q4	$17.7K	Hold	141	–	–	﹤0.01%	265
2025 Q3	$17.7K	Hold	141	–	–	﹤0.01%	277
2025 Q2	$16.2K	Buy	141 +93	+194%	+$9.21K	﹤0.01%	263
2025 Q1	$4.66K	Buy	+48	New	+$4.84K	﹤0.01%	322

Other funds holding IVW

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

Cheviot Value Management held its iShares S&P 500 Growth ETF (IVW) position steady in Q2 2026 at 141 shares worth $19.4K. The position accounts for ﹤0.01% of the portfolio, ranked #266.

Cheviot Value Management first reported a position in IVW in Q1 2025 and has held it in 6 quarters since. 2,131 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Cheviot Value Management held 141 shares of iShares S&P 500 Growth ETF worth $19.4K as of Q2 2026.
Cheviot Value Management left its iShares S&P 500 Growth ETF share count unchanged in Q2 2026.
iShares S&P 500 Growth ETF made up ﹤0.01% of Cheviot Value Management's portfolio in Q2 2026, its #266 holding.
Cheviot Value Management first reported a position in iShares S&P 500 Growth ETF in Q1 2025 and has held it in 6 quarters since.
2,131 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

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