Chancellor Financial Group WB »

iShares S&P 500 Index shares owned by Chancellor Financial Group WB

Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Chancellor Financial Group WB from 13F filings

Historical chart of Chancellor Financial Group WB investment in iShares S&P 500 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 500 Index held by Chancellor Financial Group WB consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares S&P 500 Index by Chancellor Financial Group WB

Quarter filed Position value Share count Share price at filing
2025-09-30 $7.6M 11k 669.28
2025-06-30 $7.1M 11k 620.89
2025-03-31 $6.3M 11k 561.91
2024-12-31 $6.7M 11k 588.70