Chancellor Financial Group WB’s iShares S&P 500 Growth ETF IVW Stock Holding History

Chancellor Financial Group WB’s Portfolio IVW Stock Details IVW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$926K	Sell	8,185 -250	-3%	-$30.1K	0.66%	35
2025 Q4	$1.04M	Sell	8,435 -399	-5%	-$48.8K	0.7%	29
2025 Q3	$1.07M	Buy	8,834 +1	+0%	+$115	0.75%	28
2025 Q2	$973K	Buy	8,833 +1	+0%	+$99	0.75%	32
2025 Q1	$820K	Buy	8,832 +551	+7%	+$55.5K	0.68%	34
2024 Q4	$841K	Buy	+8,281	New	+$826K	0.68%	29

Other funds holding IVW

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Chancellor Financial Group WB's IVW Position: Q1 2026 in Review

Chancellor Financial Group WB reduced its iShares S&P 500 Growth ETF (IVW) stake by 3% in Q1 2026, selling an estimated $30.1K and leaving 8,185 shares worth $926K. The position accounts for 0.66% of the portfolio, ranked #35.

Chancellor Financial Group WB first reported a position in IVW in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.07M in Q3 2025. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

Chancellor Financial Group WB held 8,185 shares of iShares S&P 500 Growth ETF worth $926K as of Q1 2026.
Chancellor Financial Group WB sold 250 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $30.1K.
iShares S&P 500 Growth ETF made up 0.66% of Chancellor Financial Group WB's portfolio in Q1 2026, its #35 holding.
Chancellor Financial Group WB first reported a position in iShares S&P 500 Growth ETF in Q4 2024 and has held it in 6 quarters since.
Chancellor Financial Group WB's iShares S&P 500 Growth ETF position peaked at $1.07M in Q3 2025.
2,040 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on Chancellor Financial Group WB's 13F filing for Q1 2026, filed 14 May 2026.