Chancellor Financial Group WB’s iShares Russell 2000 ETF IWM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$481K	Sell	1,939 -36	-2%	-$9.29K	0.34%	57
2025 Q4	$486K	Sell	1,975 -15	-0.8%	-$3.69K	0.33%	57
2025 Q3	$482K	Sell	1,990 -82	-4%	-$18.8K	0.34%	56
2025 Q2	$447K	Sell	2,072 -1,047	-34%	-$211K	0.35%	61
2025 Q1	$622K	Buy	3,119 +3	+0.1%	+$651	0.51%	45
2024 Q4	$689K	Buy	+3,116	New	+$710K	0.55%	39

Other funds holding IWM

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

Chancellor Financial Group WB reduced its iShares Russell 2000 ETF (IWM) stake by 1.8% in Q1 2026, selling an estimated $9.29K and leaving 1,939 shares worth $481K. The position accounts for 0.34% of the portfolio, ranked #57.

Chancellor Financial Group WB first reported a position in IWM in Q4 2024 and has held it in 6 quarters since. The position peaked at $689K in Q4 2024. 2,569 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

Chancellor Financial Group WB held 1,939 shares of iShares Russell 2000 ETF worth $481K as of Q1 2026.
Chancellor Financial Group WB sold 36 iShares Russell 2000 ETF shares in Q1 2026, an estimated $9.29K.
iShares Russell 2000 ETF made up 0.34% of Chancellor Financial Group WB's portfolio in Q1 2026, its #57 holding.
Chancellor Financial Group WB first reported a position in iShares Russell 2000 ETF in Q4 2024 and has held it in 6 quarters since.
Chancellor Financial Group WB's iShares Russell 2000 ETF position peaked at $689K in Q4 2024.
2,569 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

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