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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$2.02M	Sell	21,974 -3,270	-13%	-$301K	0.09%	148
2025 Q1	$2.15M	Sell	25,244 -700	-3%	-$59.5K	0.1%	135
2024 Q4	$2.29M	Sell	25,944 -50	-0.2%	-$4.42K	0.11%	130
2024 Q3	$2.29M	Sell	25,994 -341	-1%	-$30.1K	0.11%	131
2024 Q2	$2.14M	Sell	26,335 -350	-1%	-$28.4K	0.11%	128
2024 Q1	$2.24M	Sell	26,685 -1,100	-4%	-$92.5K	0.11%	127
2023 Q4	$2.16M	Sell	27,785 -400	-1%	-$31.1K	0.12%	132
2023 Q3	$1.95M	Hold	28,185	–	–	0.13%	129
2023 Q2	$2.06M	Sell	28,185 -5,800	-17%	-$424K	0.13%	128
2023 Q1	$2.38M	Sell	33,985 -645	-2%	-$45.1K	0.16%	125
2022 Q4	$2.34M	Sell	34,630 -110	-0.3%	-$7.42K	0.16%	124
2022 Q3	$2.16M	Sell	34,740 -125	-0.4%	-$7.77K	0.16%	123
2022 Q2	$2.25M	Hold	34,865	–	–	0.15%	122
2022 Q1	$2.65M	Sell	34,865 -65	-0.2%	-$4.95K	0.16%	121
2021 Q4	$2.9M	Hold	34,930	–	–	0.15%	122
2021 Q3	$2.73M	Buy	34,930 +380	+1%	+$29.7K	0.16%	121
2021 Q2	$2.74M	Buy	34,550 +50	+0.1%	+$3.96K	0.16%	116
2021 Q1	$2.6M	Buy	34,500 +300	+0.9%	+$22.6K	0.16%	113
2020 Q4	$2.34M	Hold	34,200	–	–	0.15%	114
2020 Q3	$1.96M	Hold	34,200	–	–	0.14%	116
2020 Q2	$1.83M	Hold	34,200	–	–	0.14%	117
2020 Q1	$1.48M	Hold	34,200	–	–	0.13%	119
2019 Q4	$2.04M	Hold	34,200	–	–	0.15%	115
2019 Q3	$1.91M	Hold	34,200	–	–	0.15%	119
2019 Q2	$1.91M	Hold	34,200	–	–	0.15%	116
2019 Q1	$1.85M	Buy	34,200 +1,000	+3%	+$53.9K	0.15%	112
2018 Q4	$1.54M	Sell	33,200 -400	-1%	-$18.6K	0.15%	122
2018 Q3	$1.85M	Buy	33,600 +40	+0.1%	+$2.21K	0.15%	123
2018 Q2	$1.78M	Hold	33,560	–	–	0.15%	122
2018 Q1	$1.73M	Hold	33,560	–	–	0.15%	125
2017 Q4	$1.75M	Sell	33,560 -200	-0.6%	-$10.4K	0.15%	131
2017 Q3	$1.66M	Sell	33,760 -200	-0.6%	-$9.86K	0.14%	134
2017 Q2	$1.63M	Sell	33,960 -1,340	-4%	-$64.4K	0.15%	132
2017 Q1	$1.65M	Buy	35,300 +504	+1%	+$23.6K	0.16%	125
2016 Q4	$1.56M	Hold	34,796	–	–	0.15%	121
2016 Q3	$1.52M	Sell	34,796 -800	-2%	-$34.9K	0.15%	120
2016 Q2	$1.5M	Sell	35,596 -2,400	-6%	-$101K	0.15%	120
2016 Q1	$1.55M	Hold	37,996	–	–	0.16%	115
2015 Q4	$1.52M	Hold	37,996	–	–	0.16%	116
2015 Q3	$1.48M	Hold	37,996	–	–	0.16%	112
2015 Q2	$1.62M	Hold	37,996	–	–	0.17%	111
2015 Q1	$1.64M	Sell	37,996 -268	-0.7%	-$11.6K	0.17%	111
2014 Q4	$1.6M	Sell	38,264 -16	-0%	-$668	0.16%	115
2014 Q3	$1.52M	Sell	38,280 -1,200	-3%	-$47.5K	0.16%	116
2014 Q2	$1.6M	Sell	39,480 -412	-1%	-$16.7K	0.17%	118
2014 Q1	$1.54M	Sell	39,892 -264	-0.7%	-$10.2K	0.17%	117
2013 Q4	$1.51M	Buy	40,156 +796	+2%	+$29.9K	0.15%	130
2013 Q3	$1.37M	Hold	39,360	–	–	0.15%	133
2013 Q2	$1.28M	Buy	+39,360	New	+$1.28M	0.15%	136