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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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$447K Sell
2,072
-1,047
-34% -$226K 0.35% 60
2025
Q1 		$622K Buy
3,119
+3
+0.1% +$598 0.51% 44
2024
Q4 		$689K Buy
+3,116
New +$689K 0.55% 39