Chesley Taft & Associates LLC ILCV — ISHARES TR

Ownership history in Chesley Taft & Associates LLC  ·  7 quarters on record

AI Ownership Summary

Chesley Taft & Associates LLC reported ISHARES TR (ILCV) in 7 quarterly 13F filings from 2025 Q1 through 2026 Q3. Peak portfolio weight reached 0.04% in 2026 Q3. The latest visible filing shows ILCV at 0.04% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this ILCV ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Chesley Taft & Associates LLC's position in ISHARES TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q3

ILCV was reported at 0.04% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.04% in 2026 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2026 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Chesley Taft & Associates LLC held ILCV — position size vs. price
% of Fund (quarterly)    ILCV price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 UNCHANGED — — — 8,742 — 0% 0.04% $921K 2026-10-13 $108.47
2026 Q2 UNCHANGED — — — 8,742 — 0% 0.03% $885K 2026-07-08 $102.45
2026 Q1 UNCHANGED — — — 8,742 — 0% 0.03% $814K 2026-04-13 $95.40
2025 Q4 UNCHANGED — — — 8,742 — 0% 0.03% $825K 2026-01-14 $95.19
2025 Q3 UNCHANGED — — — 8,742 — 0% 0.03% $787K 2025-10-08 $89.01
2025 Q2 UNCHANGED — — — 8,742 — 0% 0.03% $729K 2025-07-09 $82.53
2025 Q1 INITIATED — — — 8,742 — — 0.03% $712K 2025-04-10 $73.26

FAQ About Chesley Taft & Associates LLC and ILCV

These are the practical questions this page is built to answer before you even open the full history table.

How long has Chesley Taft & Associates LLC reported owning ILCV?

Chesley Taft & Associates LLC reported ILCV across 7 quarterly 13F filings, from 2025 Q1 through 2026 Q3.

What was the largest reported ILCV position in Chesley Taft & Associates LLC's portfolio?

The largest reported portfolio weight for ILCV was 0.04% in 2026 Q3.

What is the latest reported ILCV position on this page?

The most recent filing on this page is 2026 Q3, when Chesley Taft & Associates LLC reported 8,742 shares, equal to 0.04% of portfolio, with an estimated market value of $921K.

What does the chart on this ILCV ownership page compare?

The chart compares Chesley Taft & Associates LLC's quarterly ILCV portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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