Chesley Taft & Associates’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Chesley Taft & Associates’s Portfolio IWP Stock Details IWP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$232K	Sell	1,583 -33	-2%	-$4.55K	0.01%	353
2026 Q1	$207K	Hold	1,616	–	–	0.01%	356
2025 Q4	$221K	Hold	1,616	–	–	0.01%	359
2025 Q3	$230K	Buy	+1,616	New	+$228K	0.01%	335

Other funds holding IWP

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

FCAS

First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return

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

Chesley Taft & Associates reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 2% in Q2 2026, selling an estimated $4.55K and leaving 1,583 shares worth $232K. The position accounts for 0.01% of the portfolio, ranked #353.

Chesley Taft & Associates first reported a position in IWP in Q3 2025 and has held it in 4 quarters since. 1,213 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Chesley Taft & Associates held 1,583 shares of iShares Russell Mid-Cap Growth ETF worth $232K as of Q2 2026.
Chesley Taft & Associates sold 33 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $4.55K.
iShares Russell Mid-Cap Growth ETF made up 0.01% of Chesley Taft & Associates's portfolio in Q2 2026, its #353 holding.
Chesley Taft & Associates first reported a position in iShares Russell Mid-Cap Growth ETF in Q3 2025 and has held it in 4 quarters since.
1,213 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

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