Chancellor Financial Group WB’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$280K	Buy	3,046 +1	+0%	+$92	0.22%	94
2025 Q1	$259K	Hold	3,045	–	–	0.21%	94
2024 Q4	$269K	Buy	+3,045	New	+$269K	0.22%	92