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Chesley Taft & Associates’s iShares Russell 2000 ETF IWM Stock Holding History

Chesley Taft & Associates’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 		$933K Hold
3,106
– – 0.04% 234
2026
Q1 		$770K Buy
3,106
+76
+3% +$19.6K 0.03% 240
2025
Q4 		$746K Buy
3,030
+831
+38% +$204K 0.03% 249
2025
Q3 		$532K Hold
2,199
– – 0.02% 259
2025
Q2 		$475K Buy
2,199
+214
+11% +$43.1K 0.02% 261
2025
Q1 		$396K Sell
1,985
-600
-23% -$130K 0.02% 274
2024
Q4 		$571K Sell
2,585
-7
-0.3% -$1.6K 0.03% 243
2024
Q3 		$573K Buy
2,592
+15
+0.6% +$3.21K 0.03% 240
2024
Q2 		$523K Sell
2,577
-130
-5% -$26.3K 0.03% 237
2024
Q1 		$569K Hold
2,707
– – 0.03% 230
2023
Q4 		$543K Buy
2,707
+1,050
+63% +$188K 0.03% 232
2023
Q3 		$293K Sell
1,657
-100
-6% -$18.8K 0.02% 261
2023
Q2 		$329K Sell
1,757
-25
-1% -$4.46K 0.02% 259
2023
Q1 		$318K Sell
1,782
-60
-3% -$11K 0.02% 256
2022
Q4 		$321K Hold
1,842
– – 0.02% 251
2022
Q3 		$304K Hold
1,842
– – 0.02% 250
2022
Q2 		$312K Sell
1,842
-550
-23% -$101K 0.02% 257
2022
Q1 		$472K Sell
2,392
-23
-1% -$4.69K 0.03% 238
2021
Q4 		$537K Buy
2,415
+550
+29% +$124K 0.03% 231
2021
Q3 		$408K Hold
1,865
– – 0.02% 248
2021
Q2 		$428K Buy
1,865
+12
+0.6% +$2.7K 0.02% 244
2021
Q1 		$417K Hold
1,853
– – 0.02% 238
2020
Q4 		$363K Hold
1,853
– – 0.02% 241
2020
Q3 		$278K Hold
1,853
– – 0.02% 238
2020
Q2 		$265K Hold
1,853
– – 0.02% 233
2020
Q1 		$212K Hold
1,853
– – 0.02% 240
2019
Q4 		$307K Sell
1,853
-71
-4% -$11.2K 0.02% 242
2019
Q3 		$291K Hold
1,924
– – 0.02% 234
2019
Q2 		$299K Sell
1,924
-83
-4% -$12.8K 0.02% 226
2019
Q1 		$307K Hold
2,007
– – 0.03% 226
2018
Q4 		$269K Hold
2,007
– – 0.03% 236
2018
Q3 		$338K Hold
2,007
– – 0.03% 247
2018
Q2 		$329K Hold
2,007
– – 0.03% 237
2018
Q1 		$305K Sell
2,007
-83
-4% -$12.8K 0.03% 238
2017
Q4 		$319K Sell
2,090
-84
-4% -$12.6K 0.03% 249
2017
Q3 		$322K Buy
2,174
+333
+18% +$46.9K 0.03% 249
2017
Q2 		$259K Hold
1,841
– – 0.02% 256
2017
Q1 		$253K Sell
1,841
-100
-5% -$13.7K 0.02% 254
2016
Q4 		$262K Sell
1,941
-150
-7% -$19.2K 0.03% 250
2016
Q3 		$260K Hold
2,091
– – 0.03% 235
2016
Q2 		$240K Buy
2,091
+75
+4% +$8.46K 0.02% 235
2016
Q1 		$223K Hold
2,016
– – 0.02% 233
2015
Q4 		$227K Buy
2,016
+34
+2% +$3.92K 0.02% 236
2015
Q3 		$216K Buy
1,982
+300
+18% +$35.6K 0.02% 215
2015
Q2 		$210K Hold
1,682
– – 0.02% 221
2015
Q1 		$209K Hold
1,682
– – 0.02% 229
2014
Q4 		$201K Buy
+1,682
New +$192K 0.02% 236

Other funds holding IWM

MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
PI
Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 1-Year Est. Return
AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
VWM
Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

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

Chesley Taft & Associates held its iShares Russell 2000 ETF (IWM) position steady in Q2 2026 at 3,106 shares worth $933K. The position accounts for 0.04% of the portfolio, ranked #234.

Chesley Taft & Associates first reported a position in IWM in Q4 2014 and has held it in 47 quarters since. 675 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Chesley Taft & Associates held 3,106 shares of iShares Russell 2000 ETF worth $933K as of Q2 2026.
  • Chesley Taft & Associates left its iShares Russell 2000 ETF share count unchanged in Q2 2026.
  • iShares Russell 2000 ETF made up 0.04% of Chesley Taft & Associates's portfolio in Q2 2026, its #234 holding.
  • Chesley Taft & Associates first reported a position in iShares Russell 2000 ETF in Q4 2014 and has held it in 47 quarters since.
  • 675 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

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