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 Q2	$302K	Buy	2,736 +1	+0%	+$105	0.19%	109
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 $250B AUM 21.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Chancellor Financial Group WB's IWR Position: Q2 2026 in Review

Chancellor Financial Group WB increased its iShares Russell Mid-Cap ETF (IWR) stake by 0.04% in Q2 2026, buying an estimated $105 and bringing the position to 2,736 shares worth $302K. The position accounts for 0.19% of the portfolio, ranked #109.

Chancellor Financial Group WB first reported a position in IWR in Q4 2024 and has held it in 7 quarters since. 1,593 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Chancellor Financial Group WB held 2,736 shares of iShares Russell Mid-Cap ETF worth $302K as of Q2 2026.
Chancellor Financial Group WB bought 1 iShares Russell Mid-Cap ETF share in Q2 2026, an estimated $105.
iShares Russell Mid-Cap ETF made up 0.19% of Chancellor Financial Group WB's portfolio in Q2 2026, its #109 holding.
Chancellor Financial Group WB first reported a position in iShares Russell Mid-Cap ETF in Q4 2024 and has held it in 7 quarters since.
1,593 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Chancellor Financial Group WB's 13F filing for Q2 2026, filed 10 Aug 2026.