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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$973K	Buy	8,833 +1	+0%	+$110	0.75%	32
2025 Q1	$820K	Buy	8,832 +551	+7%	+$51.1K	0.68%	34
2024 Q4	$841K	Buy	+8,281	New	+$841K	0.68%	29