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Chesley Taft & Associates’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Chesley Taft & Associates’s Portfolio IWF Stock Details IWF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.94M Sell
23,684
-1,932
-8% -$233K 0.11% 131
2026
Q1 		$2.73M Sell
25,616
-200
-0.8% -$22.7K 0.11% 132
2025
Q4 		$3.05M Sell
25,816
-276
-1% -$32.7K 0.12% 128
2025
Q3 		$3.06M Buy
26,092
+60
+0.2% +$6.68K 0.13% 124
2025
Q2 		$2.76M Buy
26,032
+624
+2% +$59.7K 0.12% 125
2025
Q1 		$2.29M Buy
25,408
+68
+0.3% +$6.71K 0.11% 128
2024
Q4 		$2.54M Sell
25,340
-12
-0% -$1.18K 0.12% 122
2024
Q3 		$2.38M Sell
25,352
-1,028
-4% -$93.2K 0.11% 126
2024
Q2 		$2.4M Sell
26,380
-4,632
-15% -$395K 0.12% 123
2024
Q1 		$2.61M Sell
31,012
-120
-0.4% -$9.67K 0.13% 122
2023
Q4 		$2.36M Buy
31,132
+1,372
+5% +$97K 0.13% 126
2023
Q3 		$1.98M Buy
29,760
+560
+2% +$38.7K 0.13% 127
2023
Q2 		$2.01M Buy
29,200
+428
+1% +$27.2K 0.12% 129
2023
Q1 		$1.76M Buy
28,772
+132
+0.5% +$7.61K 0.12% 140
2022
Q4 		$1.53M Sell
28,640
-2,912
-9% -$160K 0.11% 147
2022
Q3 		$1.66M Buy
31,552
+160
+0.5% +$9.41K 0.12% 137
2022
Q2 		$1.72M Sell
31,392
-120
-0.4% -$7.2K 0.12% 133
2022
Q1 		$2.07M Sell
31,512
-2,540
-7% -$173K 0.12% 129
2021
Q4 		$2.6M Sell
34,052
-1,060
-3% -$78.6K 0.13% 127
2021
Q3 		$2.41M Buy
35,112
+1,252
+4% +$88.6K 0.14% 127
2021
Q2 		$2.3M Sell
33,860
-40
-0.1% -$2.58K 0.13% 129
2021
Q1 		$2.13M Buy
33,900
+2,500
+8% +$152K 0.13% 131
2020
Q4 		$1.89M Buy
31,400
+20
+0.1% +$1.14K 0.12% 128
2020
Q3 		$1.7M Sell
31,380
-380
-1% -$20K 0.12% 127
2020
Q2 		$1.52M Sell
31,760
-8,280
-21% -$365K 0.12% 131
2020
Q1 		$1.51M Buy
40,040
+880
+2% +$37.9K 0.14% 117
2019
Q4 		$1.72M Sell
39,160
-7,180
-15% -$300K 0.12% 133
2019
Q3 		$1.85M Sell
46,340
-420
-0.9% -$16.8K 0.14% 121
2019
Q2 		$1.84M Sell
46,760
-1,200
-3% -$46.4K 0.14% 120
2019
Q1 		$1.81M Sell
47,960
-14,880
-24% -$535K 0.15% 113
2018
Q4 		$2.06M Buy
62,840
+27,820
+79% +$981K 0.2% 102
2018
Q3 		$1.37M Buy
35,020
+1,040
+3% +$39.4K 0.11% 146
2018
Q2 		$1.22M Buy
33,980
+960
+3% +$33.9K 0.11% 151
2018
Q1 		$1.12M Sell
33,020
-1,260
-4% -$44.2K 0.1% 157
2017
Q4 		$1.15M Hold
34,280
– – 0.1% 164
2017
Q3 		$1.07M Buy
34,280
+600
+2% +$18.4K 0.09% 166
2017
Q2 		$1M Buy
33,680
+800
+2% +$23.5K 0.09% 172
2017
Q1 		$935K Sell
32,880
-400
-1% -$11.1K 0.09% 178
2016
Q4 		$873K Buy
33,280
+1,640
+5% +$42.6K 0.09% 179
2016
Q3 		$824K Buy
31,640
+940
+3% +$24.4K 0.08% 164
2016
Q2 		$770K Buy
30,700
+620
+2% +$15.5K 0.08% 167
2016
Q1 		$750K Buy
30,080
+5,208
+21% +$123K 0.08% 164
2015
Q4 		$619K Buy
24,872
+1,800
+8% +$44.9K 0.07% 178
2015
Q3 		$536K Sell
23,072
-1,800
-7% -$44.3K 0.06% 168
2015
Q2 		$616K Sell
24,872
-860
-3% -$21.6K 0.06% 167
2015
Q1 		$636K Buy
25,732
+400
+2% +$9.77K 0.07% 167
2014
Q4 		$605K Buy
25,332
+400
+2% +$9.36K 0.06% 175
2014
Q3 		$571K Buy
24,932
+320
+1% +$7.33K 0.06% 174
2014
Q2 		$559K Sell
24,612
-740
-3% -$16.2K 0.06% 178
2014
Q1 		$548K Buy
25,352
+2,540
+11% +$54.5K 0.06% 182
2013
Q4 		$490K Buy
22,812
+2,380
+12% +$48.8K 0.05% 213
2013
Q3 		$399K Buy
+20,432
New +$391K 0.04% 218

Other funds holding IWF

WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
VWM
Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
CAL
Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return
RZH
Relyea Zuckerberg Hanson Stamford, Connecticut $1.2B AUM 28.45% 1-Year Est. Return

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

Chesley Taft & Associates reduced its iShares Russell 1000 Growth ETF (IWF) stake by 7.5% in Q2 2026, selling an estimated $233K and leaving 23,684 shares worth $2.94M. The position accounts for 0.11% of the portfolio, ranked #131.

Chesley Taft & Associates first reported a position in IWF in Q3 2013 and has held it in 52 quarters since. The position peaked at $3.06M in Q3 2025. 561 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • Chesley Taft & Associates held 23,684 shares of iShares Russell 1000 Growth ETF worth $2.94M as of Q2 2026.
  • Chesley Taft & Associates sold 1,932 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $233K.
  • iShares Russell 1000 Growth ETF made up 0.11% of Chesley Taft & Associates's portfolio in Q2 2026, its #131 holding.
  • Chesley Taft & Associates first reported a position in iShares Russell 1000 Growth ETF in Q3 2013 and has held it in 52 quarters since.
  • Chesley Taft & Associates's iShares Russell 1000 Growth ETF position peaked at $3.06M in Q3 2025.
  • 561 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

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