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
2025 Q2	$447K	Sell
2025 Q1	$622K	Buy
2024 Q4	$689K	Buy