Chesley Taft & Associates’s iShares S&P 500 Growth ETF IVW Stock Holding History

Chesley Taft & Associates’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	$1.03M	Hold	7,521	–	–	0.04%	220
2026 Q1	$851K	Hold	7,521	–	–	0.04%	230
2025 Q4	$927K	Buy	7,521 +1	+0%	+$122	0.04%	231
2025 Q3	$908K	Hold	7,520	–	–	0.04%	220
2025 Q2	$828K	Sell	7,520 -300	-4%	-$29.7K	0.04%	220
2025 Q1	$726K	Sell	7,820 -896	-10%	-$90.3K	0.04%	231
2024 Q4	$885K	Buy	8,716 +1,352	+18%	+$135K	0.04%	209
2024 Q3	$705K	Hold	7,364	–	–	0.03%	229
2024 Q2	$681K	Hold	7,364	–	–	0.03%	221
2024 Q1	$622K	Hold	7,364	–	–	0.03%	224
2023 Q4	$553K	Buy	7,364 +268	+4%	+$19.1K	0.03%	230
2023 Q3	$486K	Hold	7,096	–	–	0.03%	225
2023 Q2	$500K	Buy	7,096 +200	+3%	+$13.2K	0.03%	223
2023 Q1	$441K	Hold	6,896	–	–	0.03%	232
2022 Q4	$403K	Hold	6,896	–	–	0.03%	232
2022 Q3	$399K	Hold	6,896	–	–	0.03%	229
2022 Q2	$416K	Hold	6,896	–	–	0.03%	238
2022 Q1	$498K	Hold	6,896	–	–	0.03%	235
2021 Q4	$577K	Hold	6,896	–	–	0.03%	221
2021 Q3	$510K	Hold	6,896	–	–	0.03%	231
2021 Q2	$502K	Hold	6,896	–	–	0.03%	233
2021 Q1	$465K	Hold	6,896	–	–	0.03%	230
2020 Q4	$440K	Hold	6,896	–	–	0.03%	226
2020 Q3	$398K	Buy	6,896 +1,196	+21%	+$67.7K	0.03%	214
2020 Q2	$296K	Hold	5,700	–	–	0.02%	228
2020 Q1	$235K	Hold	5,700	–	–	0.02%	234
2019 Q4	$276K	Hold	5,700	–	–	0.02%	247
2019 Q3	$257K	Hold	5,700	–	–	0.02%	245
2019 Q2	$255K	Hold	5,700	–	–	0.02%	232
2019 Q1	$246K	Sell	5,700 -2,400	-30%	-$98.3K	0.02%	239
2018 Q4	$305K	Hold	8,100	–	–	0.03%	229
2018 Q3	$359K	Hold	8,100	–	–	0.03%	241
2018 Q2	$329K	Hold	8,100	–	–	0.03%	236
2018 Q1	$314K	Hold	8,100	–	–	0.03%	237
2017 Q4	$309K	Hold	8,100	–	–	0.03%	252
2017 Q3	$290K	Hold	8,100	–	–	0.03%	252
2017 Q2	$277K	Hold	8,100	–	–	0.03%	253
2017 Q1	$266K	Hold	8,100	–	–	0.03%	252
2016 Q4	$247K	Hold	8,100	–	–	0.02%	253
2016 Q3	$246K	Hold	8,100	–	–	0.02%	239
2016 Q2	$236K	Hold	8,100	–	–	0.02%	236
2016 Q1	$235K	Hold	8,100	–	–	0.02%	229
2015 Q4	$234K	Hold	8,100	–	–	0.02%	233
2015 Q3	$218K	Hold	8,100	–	–	0.02%	213
2015 Q2	$231K	Hold	8,100	–	–	0.02%	214
2015 Q1	$231K	Buy	+8,100	New	+$230K	0.02%	222

Other funds holding IVW

LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return

Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SWP

ShoreHaven Wealth Partners Red Bank, New Jersey $318M AUM 24.89% 1-Year Est. Return

SHJ

Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return

CFS

CGC Financial Services Lake Oswego, Oregon $445M AUM 17.73% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

PWM

Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return

ANB

Amarillo National Bank Amarillo, Texas $624M AUM 20.28% 1-Year Est. Return

Chesley Taft & Associates's IVW Position: Q2 2026 in Review

Chesley Taft & Associates held its iShares S&P 500 Growth ETF (IVW) position steady in Q2 2026 at 7,521 shares worth $1.03M. The position accounts for 0.04% of the portfolio, ranked #220.

Chesley Taft & Associates first reported a position in IVW in Q1 2015 and has held it in 46 quarters since. 425 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Chesley Taft & Associates held 7,521 shares of iShares S&P 500 Growth ETF worth $1.03M as of Q2 2026.
Chesley Taft & Associates left its iShares S&P 500 Growth ETF share count unchanged in Q2 2026.
iShares S&P 500 Growth ETF made up 0.04% of Chesley Taft & Associates's portfolio in Q2 2026, its #220 holding.
Chesley Taft & Associates first reported a position in iShares S&P 500 Growth ETF in Q1 2015 and has held it in 46 quarters since.
425 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Chesley Taft & Associates's 13F filing for Q2 2026, filed 8 Jul 2026.