Cheviot Value Management’s iShares Russell 1000 Value ETF IWD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$23K	Hold	95	–	–	﹤0.01%	256
2026 Q1	$20.3K	Hold	95	–	–	﹤0.01%	253
2025 Q4	$20.8K	Hold	95	–	–	﹤0.01%	252
2025 Q3	$19.6K	Hold	95	–	–	﹤0.01%	271
2025 Q2	$18.6K	Buy	95 +30	+46%	+$5.56K	﹤0.01%	252
2025 Q1	$12K	Buy	+65	New	+$12.4K	﹤0.01%	273

Other funds holding IWD

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

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

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

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

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

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

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

Cheviot Value Management held its iShares Russell 1000 Value ETF (IWD) position steady in Q2 2026 at 95 shares worth $23K. The position accounts for ﹤0.01% of the portfolio, ranked #256.

Cheviot Value Management first reported a position in IWD in Q1 2025 and has held it in 6 quarters since. 1,978 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Cheviot Value Management held 95 shares of iShares Russell 1000 Value ETF worth $23K as of Q2 2026.
Cheviot Value Management left its iShares Russell 1000 Value ETF share count unchanged in Q2 2026.
iShares Russell 1000 Value ETF made up ﹤0.01% of Cheviot Value Management's portfolio in Q2 2026, its #256 holding.
Cheviot Value Management first reported a position in iShares Russell 1000 Value ETF in Q1 2025 and has held it in 6 quarters since.
1,978 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

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