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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$375K	Sell	3,016 -77	-2%	-$9.78K	0.03%	413
2025 Q4	$372K	Buy	3,093 +187	+6%	+$22.4K	0.03%	387
2025 Q3	$345K	Hold	2,906	–	–	0.02%	412
2025 Q2	$318K	Hold	2,906	–	–	0.02%	442
2025 Q1	$304K	Hold	2,906	–	–	0.02%	456
2024 Q4	$335K	Hold	2,906	–	–	0.03%	412
2024 Q3	$340K	Hold	2,906	–	–	0.03%	422
2024 Q2	$310K	Hold	2,906	–	–	0.02%	428
2024 Q1	$321K	Sell	2,906 -570	-16%	-$60.5K	0.03%	427
2023 Q4	$376K	Hold	3,476	–	–	0.03%	371
2023 Q3	$328K	Hold	3,476	–	–	0.03%	383
2023 Q2	$346K	Sell	3,476 -3,251	-48%	-$310K	0.03%	379
2023 Q1	$651K	Buy	+6,727	New	+$673K	0.06%	222

Other funds holding IJR

Northwestern Mutual Wealth Management

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

Bank of America

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

Fidelity Investments

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

Jones Financial Companies

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

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

Envestnet Asset Management

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

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Raymond James Financial

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

Bank of New York Mellon

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