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Chesley Taft & Associates’s iShares Russell 3000 ETF IWV Stock Holding History

Chesley Taft & Associates’s Portfolio IWV Stock Details IWV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.9M Sell
4,458
-50
-1% -$20.6K 0.07% 168
2026
Q1 		$1.67M Hold
4,508
– – 0.07% 174
2025
Q4 		$1.74M Buy
4,508
+170
+4% +$65.2K 0.07% 170
2025
Q3 		$1.64M Sell
4,338
-50
-1% -$18.2K 0.07% 167
2025
Q2 		$1.54M Hold
4,388
– – 0.07% 169
2025
Q1 		$1.39M Sell
4,388
-135
-3% -$45.3K 0.07% 174
2024
Q4 		$1.51M Hold
4,523
– – 0.07% 168
2024
Q3 		$1.48M Hold
4,523
– – 0.07% 162
2024
Q2 		$1.4M Sell
4,523
-75
-2% -$22.4K 0.07% 162
2024
Q1 		$1.38M Hold
4,598
– – 0.07% 164
2023
Q4 		$1.26M Sell
4,598
-35
-0.8% -$8.92K 0.07% 164
2023
Q3 		$1.14M Hold
4,633
– – 0.07% 166
2023
Q2 		$1.18M Buy
4,633
+22
+0.5% +$5.29K 0.07% 166
2023
Q1 		$1.09M Hold
4,611
– – 0.07% 170
2022
Q4 		$1.02M Hold
4,611
– – 0.07% 169
2022
Q3 		$955K Hold
4,611
– – 0.07% 165
2022
Q2 		$1M Hold
4,611
– – 0.07% 167
2022
Q1 		$1.17M Hold
4,611
– – 0.07% 167
2021
Q4 		$1.28M Buy
4,611
+3
+0.1% +$813 0.07% 170
2021
Q3 		$1.17M Hold
4,608
– – 0.07% 169
2021
Q2 		$1.18M Hold
4,608
– – 0.07% 168
2021
Q1 		$1.12M Hold
4,608
– – 0.07% 167
2020
Q4 		$1.03M Hold
4,608
– – 0.07% 168
2020
Q3 		$902K Hold
4,608
– – 0.06% 166
2020
Q2 		$830K Hold
4,608
– – 0.06% 164
2020
Q1 		$684K Sell
4,608
-32
-0.7% -$5.69K 0.06% 169
2019
Q4 		$875K Hold
4,640
– – 0.06% 173
2019
Q3 		$806K Hold
4,640
– – 0.06% 174
2019
Q2 		$800K Buy
4,640
+25
+0.5% +$4.24K 0.06% 170
2019
Q1 		$769K Hold
4,615
– – 0.06% 174
2018
Q4 		$678K Sell
4,615
-200
-4% -$31.8K 0.07% 176
2018
Q3 		$830K Hold
4,815
– – 0.07% 183
2018
Q2 		$781K Sell
4,815
-35
-0.7% -$5.63K 0.07% 186
2018
Q1 		$758K Buy
4,850
+100
+2% +$16.2K 0.07% 185
2017
Q4 		$751K Buy
4,750
+50
+1% +$7.71K 0.06% 198
2017
Q3 		$702K Hold
4,700
– – 0.06% 198
2017
Q2 		$677K Sell
4,700
-625
-12% -$88.8K 0.06% 195
2017
Q1 		$745K Hold
5,325
– – 0.07% 193
2016
Q4 		$708K Buy
5,325
+25
+0.5% +$3.24K 0.07% 190
2016
Q3 		$679K Hold
5,300
– – 0.07% 182
2016
Q2 		$657K Hold
5,300
– – 0.07% 181
2016
Q1 		$641K Hold
5,300
– – 0.07% 176
2015
Q4 		$638K Sell
5,300
-25
-0.5% -$3.04K 0.07% 174
2015
Q3 		$606K Buy
5,325
+25
+0.5% +$3.03K 0.07% 159
2015
Q2 		$657K Buy
5,300
+305
+6% +$38.4K 0.07% 161
2015
Q1 		$619K Buy
4,995
+400
+9% +$49.3K 0.06% 170
2014
Q4 		$562K Buy
4,595
+565
+14% +$67.4K 0.06% 179
2014
Q3 		$471K Hold
4,030
– – 0.05% 183
2014
Q2 		$474K Buy
4,030
+135
+3% +$15.4K 0.05% 188
2014
Q1 		$437K Buy
3,895
+750
+24% +$82.8K 0.05% 192
2013
Q4 		$348K Buy
3,145
+450
+17% +$47.8K 0.03% 230
2013
Q3 		$273K Buy
2,695
+200
+8% +$20K 0.03% 238
2013
Q2 		$241K Buy
+2,495
New +$239K 0.03% 240

Other funds holding IWV

TF
TLWM Financial San Antonio, Texas $615M AUM 16.34% 1-Year Est. Return
ST
Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return
BC
Bricktown Capital Detroit, Michigan $553M AUM 14.7% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return
GDP
Great Diamond Partners Portland, Maine $582M AUM 26.87% 1-Year Est. Return
EP
EPIQ Partners Minneapolis, Minnesota $236M AUM 15.39% 1-Year Est. Return
FF
Finley Financial Las Vegas, Nevada $248M AUM 29.69% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
EFG
Embree Financial Group Chicago, Illinois $999M AUM 24.42% 1-Year Est. Return

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

Chesley Taft & Associates reduced its iShares Russell 3000 ETF (IWV) stake by 1.1% in Q2 2026, selling an estimated $20.6K and leaving 4,458 shares worth $1.9M. The position accounts for 0.07% of the portfolio, ranked #168.

Chesley Taft & Associates first reported a position in IWV in Q2 2013 and has held it in 53 quarters since. 140 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

  • Chesley Taft & Associates held 4,458 shares of iShares Russell 3000 ETF worth $1.9M as of Q2 2026.
  • Chesley Taft & Associates sold 50 iShares Russell 3000 ETF shares in Q2 2026, an estimated $20.6K.
  • iShares Russell 3000 ETF made up 0.07% of Chesley Taft & Associates's portfolio in Q2 2026, its #168 holding.
  • Chesley Taft & Associates first reported a position in iShares Russell 3000 ETF in Q2 2013 and has held it in 53 quarters since.
  • 140 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

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