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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$266K	Sell	2,735 -120	-4%	-$12K	0.19%	105
2025 Q4	$275K	Sell	2,855 -59	-2%	-$5.67K	0.19%	107
2025 Q3	$281K	Sell	2,914 -132	-4%	-$12.5K	0.2%	100
2025 Q2	$280K	Buy	3,046 +1	+0%	+$86	0.22%	95
2025 Q1	$259K	Hold	3,045	–	–	0.21%	95
2024 Q4	$269K	Buy	+3,045	New	+$276K	0.22%	92

Other funds holding IWR

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

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

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

Chancellor Financial Group WB reduced its iShares Russell Mid-Cap ETF (IWR) stake by 4.2% in Q1 2026, selling an estimated $12K and leaving 2,735 shares worth $266K. The position accounts for 0.19% of the portfolio, ranked #105.

Chancellor Financial Group WB first reported a position in IWR in Q4 2024 and has held it in 6 quarters since. The position peaked at $281K in Q3 2025. 1,516 funds tracked by Wall St. Rank hold IWR as of Q1 2026.

Chancellor Financial Group WB held 2,735 shares of iShares Russell Mid-Cap ETF worth $266K as of Q1 2026.
Chancellor Financial Group WB sold 120 iShares Russell Mid-Cap ETF shares in Q1 2026, an estimated $12K.
iShares Russell Mid-Cap ETF made up 0.19% of Chancellor Financial Group WB's portfolio in Q1 2026, its #105 holding.
Chancellor Financial Group WB first reported a position in iShares Russell Mid-Cap ETF in Q4 2024 and has held it in 6 quarters since.
Chancellor Financial Group WB's iShares Russell Mid-Cap ETF position peaked at $281K in Q3 2025.
1,516 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2026.

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