Chancellor Financial Group WB’s iShares Core S&P 500 ETF IVV Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$7.07M	Buy	11,380 +138	+1%	+$85.7K	5.46%	3
2025 Q1	$6.32M	Sell	11,242 -56	-0.5%	-$31.5K	5.22%	3
2024 Q4	$6.65M	Buy	+11,298	New	+$6.65M	5.36%	3