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Chesley Taft & Associates’s iShares Russell 1000 Value ETF IWD Stock Holding History

Chesley Taft & Associates’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 		$1.21M Sell
5,006
-310
-6% -$72.2K 0.05% 203
2026
Q1 		$1.14M Hold
5,316
– – 0.05% 206
2025
Q4 		$1.12M Sell
5,316
-116
-2% -$24K 0.04% 205
2025
Q3 		$1.11M Buy
5,432
+63
+1% +$12.5K 0.05% 196
2025
Q2 		$1.04M Buy
5,369
+605
+13% +$112K 0.05% 204
2025
Q1 		$896K Sell
4,764
-988
-17% -$188K 0.04% 211
2024
Q4 		$1.06M Buy
5,752
+1,065
+23% +$204K 0.05% 194
2024
Q3 		$890K Buy
4,687
+99
+2% +$18K 0.04% 205
2024
Q2 		$800K Sell
4,588
-946
-17% -$165K 0.04% 208
2024
Q1 		$991K Sell
5,534
-132
-2% -$22.3K 0.05% 188
2023
Q4 		$936K Sell
5,666
-230
-4% -$35.5K 0.05% 192
2023
Q3 		$895K Buy
5,896
+226
+4% +$35.8K 0.06% 183
2023
Q2 		$895K Sell
5,670
-1,692
-23% -$259K 0.05% 181
2023
Q1 		$1.12M Hold
7,362
– – 0.07% 167
2022
Q4 		$1.12M Buy
7,362
+634
+9% +$94.9K 0.08% 159
2022
Q3 		$915K Buy
6,728
+445
+7% +$66.9K 0.07% 168
2022
Q2 		$911K Sell
6,283
-85
-1% -$13.3K 0.06% 175
2022
Q1 		$1.05M Buy
6,368
+1,260
+25% +$207K 0.06% 178
2021
Q4 		$858K Buy
5,108
+265
+5% +$43.4K 0.04% 197
2021
Q3 		$758K Buy
4,843
+1,437
+42% +$230K 0.04% 197
2021
Q2 		$540K Buy
3,406
+502
+17% +$79.5K 0.03% 224
2021
Q1 		$448K Buy
2,904
+1,315
+83% +$190K 0.03% 234
2020
Q4 		$217K Buy
+1,589
New +$204K 0.01% 278

Other funds holding IWD

SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return
BWCS
Beirne Wealth Consulting Services Shelton, Connecticut $503M AUM 27.98% 1-Year Est. Return
SAS
SMI Advisory Services Columbus, Indiana $617M AUM 27.52% 1-Year Est. Return
RZH
Relyea Zuckerberg Hanson Stamford, Connecticut $1.2B AUM 28.45% 1-Year Est. Return
CIAS
CFS Investment Advisory Services Totowa, New Jersey $1.5B AUM 20.41% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

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

Chesley Taft & Associates reduced its iShares Russell 1000 Value ETF (IWD) stake by 5.8% in Q2 2026, selling an estimated $72.2K and leaving 5,006 shares worth $1.21M. The position accounts for 0.05% of the portfolio, ranked #203.

Chesley Taft & Associates first reported a position in IWD in Q4 2020 and has held it in 23 quarters since. 390 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • Chesley Taft & Associates held 5,006 shares of iShares Russell 1000 Value ETF worth $1.21M as of Q2 2026.
  • Chesley Taft & Associates sold 310 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $72.2K.
  • iShares Russell 1000 Value ETF made up 0.05% of Chesley Taft & Associates's portfolio in Q2 2026, its #203 holding.
  • Chesley Taft & Associates first reported a position in iShares Russell 1000 Value ETF in Q4 2020 and has held it in 23 quarters since.
  • 390 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

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