Checchi Capital Advisers’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Checchi Capital Advisers’s Portfolio IJH Stock Details IJH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$757K	Buy	11,217 +171	+2%	+$11.9K	0.04%	262
2025 Q4	$729K	Buy	11,046 +279	+3%	+$18.3K	0.04%	252
2025 Q3	$703K	Buy	10,767 +132	+1%	+$8.48K	0.04%	265
2025 Q2	$660K	Hold	10,635	–	–	0.04%	285
2025 Q1	$621K	Hold	10,635	–	–	0.03%	287
2024 Q4	$663K	Hold	10,635	–	–	0.04%	270
2024 Q3	$663K	Sell	10,635 -2,375	-18%	-$143K	0.04%	274
2024 Q2	$761K	Sell	13,010 -1,625	-11%	-$95.5K	0.04%	232
2024 Q1	$889K	Sell	14,635 -390	-3%	-$22.1K	0.07%	211
2023 Q4	$833K	Hold	15,025	–	–	0.07%	209
2023 Q3	$749K	Hold	15,025	–	–	0.07%	210
2023 Q2	$786K	Sell	15,025 -485	-3%	-$24.1K	0.07%	201
2023 Q1	$776K	Buy	+15,510	New	+$790K	0.08%	200

Other funds holding IJH

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Checchi Capital Advisers's IJH Position: Q1 2026 in Review

Checchi Capital Advisers increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 1.5% in Q1 2026, buying an estimated $11.9K and bringing the position to 11,217 shares worth $757K. The position accounts for 0.04% of the portfolio, ranked #262.

Checchi Capital Advisers first reported a position in IJH in Q1 2023 and has held it in 13 quarters since. The position peaked at $889K in Q1 2024. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

Checchi Capital Advisers held 11,217 shares of iShares Core S&P Mid-Cap ETF worth $757K as of Q1 2026.
Checchi Capital Advisers bought 171 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $11.9K.
iShares Core S&P Mid-Cap ETF made up 0.04% of Checchi Capital Advisers's portfolio in Q1 2026, its #262 holding.
Checchi Capital Advisers first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2023 and has held it in 13 quarters since.
Checchi Capital Advisers's iShares Core S&P Mid-Cap ETF position peaked at $889K in Q1 2024.
2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Checchi Capital Advisers's 13F filing for Q1 2026, filed 4 May 2026.