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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$271K	Sell	1,646 -15	-0.9%	-$2.37K	0.01%	337
2026 Q1	$242K	Hold	1,661	–	–	0.01%	340
2025 Q4	$234K	Sell	1,661 -68	-4%	-$9.51K	0.01%	350
2025 Q3	$241K	Buy	+1,729	New	+$236K	0.01%	328

Other funds holding IWS

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

SGAM

Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return

CMA

Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return

FCAM

First Citizens Asset Management Raleigh, North Carolina $313M AUM 15.77% 1-Year Est. Return

RFA

RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return

LFWA

LBJ Family Wealth Advisors Austin, Texas $196M AUM 22.12% 1-Year Est. Return

FTS

Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return

FHC

First Horizon Corporation Memphis, Tennessee $2.6B AUM 23.72% 1-Year Est. Return

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

Chesley Taft & Associates reduced its iShares Russell Mid-Cap Value ETF (IWS) stake by 0.9% in Q2 2026, selling an estimated $2.37K and leaving 1,646 shares worth $271K. The position accounts for 0.01% of the portfolio, ranked #337.

Chesley Taft & Associates first reported a position in IWS in Q3 2025 and has held it in 4 quarters since. 216 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

Chesley Taft & Associates held 1,646 shares of iShares Russell Mid-Cap Value ETF worth $271K as of Q2 2026.
Chesley Taft & Associates sold 15 iShares Russell Mid-Cap Value ETF shares in Q2 2026, an estimated $2.37K.
iShares Russell Mid-Cap Value ETF made up 0.01% of Chesley Taft & Associates's portfolio in Q2 2026, its #337 holding.
Chesley Taft & Associates first reported a position in iShares Russell Mid-Cap Value ETF in Q3 2025 and has held it in 4 quarters since.
216 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

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