Cheviot Value Management’s iShares Russell 2000 ETF IWM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$6.61K	Hold	22	–	–	﹤0.01%	321
2026 Q1	$5.46K	Hold	22	–	–	﹤0.01%	317
2025 Q4	$5.79K	Hold	22	–	–	﹤0.01%	308
2025 Q3	$5.48K	Hold	22	–	–	﹤0.01%	334
2025 Q2	$4.85K	Hold	22	–	–	﹤0.01%	320
2025 Q1	$4.38K	Buy	+22	New	+$4.77K	﹤0.01%	332

Other funds holding IWM

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

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Cheviot Value Management held its iShares Russell 2000 ETF (IWM) position steady in Q2 2026 at 22 shares worth $6.61K. The position accounts for ﹤0.01% of the portfolio, ranked #321.

Cheviot Value Management first reported a position in IWM in Q1 2025 and has held it in 6 quarters since. 2,730 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Cheviot Value Management held 22 shares of iShares Russell 2000 ETF worth $6.61K as of Q2 2026.
Cheviot Value Management left its iShares Russell 2000 ETF share count unchanged in Q2 2026.
iShares Russell 2000 ETF made up ﹤0.01% of Cheviot Value Management's portfolio in Q2 2026, its #321 holding.
Cheviot Value Management first reported a position in iShares Russell 2000 ETF in Q1 2025 and has held it in 6 quarters since.
2,730 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

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