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	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.38M	Hold	21,558	–	–	0.09%	153
2026 Q1	$2.1M	Sell	21,558 -165	-0.8%	-$16.5K	0.09%	153
2025 Q4	$2.09M	Buy	21,723 +150	+0.7%	+$14.4K	0.08%	158
2025 Q3	$2.08M	Sell	21,573 -401	-2%	-$38K	0.09%	152
2025 Q2	$2.02M	Sell	21,974 -3,270	-13%	-$282K	0.09%	148
2025 Q1	$2.15M	Sell	25,244 -700	-3%	-$62.4K	0.1%	135
2024 Q4	$2.29M	Sell	25,944 -50	-0.2%	-$4.54K	0.11%	130
2024 Q3	$2.29M	Sell	25,994 -341	-1%	-$28.7K	0.11%	131
2024 Q2	$2.14M	Sell	26,335 -350	-1%	-$28.5K	0.11%	128
2024 Q1	$2.24M	Sell	26,685 -1,100	-4%	-$87.2K	0.11%	127
2023 Q4	$2.16M	Sell	27,785 -400	-1%	-$28.4K	0.12%	132
2023 Q3	$1.95M	Hold	28,185	–	–	0.13%	129
2023 Q2	$2.06M	Sell	28,185 -5,800	-17%	-$403K	0.13%	128
2023 Q1	$2.38M	Sell	33,985 -645	-2%	-$45.5K	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%	-$8.6K	0.16%	123
2022 Q2	$2.25M	Hold	34,865	–	–	0.15%	122
2022 Q1	$2.65M	Sell	34,865 -65	-0.2%	-$5K	0.16%	121
2021 Q4	$2.9M	Hold	34,930	–	–	0.15%	122
2021 Q3	$2.73M	Buy	34,930 +380	+1%	+$30.4K	0.16%	121
2021 Q2	$2.74M	Buy	34,550 +50	+0.1%	+$3.88K	0.16%	116
2021 Q1	$2.6M	Buy	34,500 +300	+0.9%	+$21.7K	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	$1.84M	Buy	34,200 +1,000	+3%	+$51.8K	0.15%	112
2018 Q4	$1.54M	Sell	33,200 -400	-1%	-$20.2K	0.15%	122
2018 Q3	$1.85M	Buy	33,600 +40	+0.1%	+$2.19K	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%	-$10.2K	0.15%	131
2017 Q3	$1.66M	Sell	33,760 -200	-0.6%	-$9.65K	0.14%	134
2017 Q2	$1.63M	Sell	33,960 -1,340	-4%	-$63.5K	0.15%	132
2017 Q1	$1.65M	Buy	35,300 +504	+1%	+$23.4K	0.16%	125
2016 Q4	$1.56M	Hold	34,796	–	–	0.15%	121
2016 Q3	$1.52M	Sell	34,796 -800	-2%	-$34.7K	0.15%	120
2016 Q2	$1.5M	Sell	35,596 -2,400	-6%	-$99.1K	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%	-$11.4K	0.17%	111
2014 Q4	$1.6M	Sell	38,264 -16	-0%	-$650	0.16%	115
2014 Q3	$1.51M	Sell	38,280 -1,200	-3%	-$48.3K	0.16%	116
2014 Q2	$1.6M	Sell	39,480 -412	-1%	-$16.1K	0.17%	118
2014 Q1	$1.54M	Sell	39,892 -264	-0.7%	-$10K	0.17%	117
2013 Q4	$1.51M	Buy	40,156 +796	+2%	+$28.8K	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

Other funds holding IWR

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

FFN

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

FTWA

Fifth Third Wealth Advisors Cincinnati, Ohio $3.58B AUM 34.55% 1-Year Est. Return

ANB

Amarillo National Bank Amarillo, Texas $624M AUM 20.28% 1-Year Est. Return

PFW Advisors Atlanta, Georgia $343M AUM 18.74% 1-Year Est. Return

Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return

PFM

Patton Fund Management Dallas, Texas $462M AUM 72.68% 1-Year Est. Return

Woodstock Corp Boston, Massachusetts $1.2B AUM 26.37% 1-Year Est. Return

Bricktown Capital Detroit, Michigan $553M AUM 14.7% 1-Year Est. Return

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

Chesley Taft & Associates held its iShares Russell Mid-Cap ETF (IWR) position steady in Q2 2026 at 21,558 shares worth $2.38M. The position accounts for 0.09% of the portfolio, ranked #153.

Chesley Taft & Associates first reported a position in IWR in Q2 2013 and has held it in 53 quarters since. The position peaked at $2.9M in Q4 2021. 305 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Chesley Taft & Associates held 21,558 shares of iShares Russell Mid-Cap ETF worth $2.38M as of Q2 2026.
Chesley Taft & Associates left its iShares Russell Mid-Cap ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap ETF made up 0.09% of Chesley Taft & Associates's portfolio in Q2 2026, its #153 holding.
Chesley Taft & Associates first reported a position in iShares Russell Mid-Cap ETF in Q2 2013 and has held it in 53 quarters since.
Chesley Taft & Associates's iShares Russell Mid-Cap ETF position peaked at $2.9M in Q4 2021.
305 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

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