Chancellor Financial Group WB’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
Other funds holding IVV
CM
Chancellor Financial Group WB's IVV Position: Q2 2026 in Review
Chancellor Financial Group WB reduced its iShares Core S&P 500 ETF (IVV) stake by 6.4% in Q2 2026, selling an estimated $546K and leaving 10,881 shares worth $8.15M. The position accounts for 5.04% of the portfolio, ranked #3.
Chancellor Financial Group WB first reported a position in IVV in Q4 2024 and has held it in 7 quarters since. 4,085 funds tracked by Wall St. Rank hold IVV as of Q2 2026.
- Chancellor Financial Group WB held 10,881 shares of iShares Core S&P 500 ETF worth $8.15M as of Q2 2026.
- Chancellor Financial Group WB sold 750 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $546K.
- iShares Core S&P 500 ETF made up 5.04% of Chancellor Financial Group WB's portfolio in Q2 2026, its #3 holding.
- Chancellor Financial Group WB first reported a position in iShares Core S&P 500 ETF in Q4 2024 and has held it in 7 quarters since.
- 4,085 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.
Based on Chancellor Financial Group WB's 13F filing for Q2 2026, filed 10 Aug 2026.