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 Q2	$420K	Sell	2,829 -187	-6%	-$25.7K	0.02%	398
2026 Q1	$375K	Sell	3,016 -77	-2%	-$9.78K	0.02%	413
2025 Q4	$372K	Buy	3,093 +187	+6%	+$22.4K	0.02%	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	–	–	0.02%	412
2024 Q3	$340K	Hold	2,906	–	–	0.02%	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 Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Checchi Capital Advisers's IJR Position: Q2 2026 in Review

Checchi Capital Advisers reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 6.2% in Q2 2026, selling an estimated $25.7K and leaving 2,829 shares worth $420K. The position accounts for 0.02% of the portfolio, ranked #398.

Checchi Capital Advisers first reported a position in IJR in Q1 2023 and has held it in 14 quarters since. The position peaked at $651K in Q1 2023. 2,851 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Checchi Capital Advisers held 2,829 shares of iShares Core S&P Small-Cap ETF worth $420K as of Q2 2026.
Checchi Capital Advisers sold 187 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $25.7K.
iShares Core S&P Small-Cap ETF made up 0.02% of Checchi Capital Advisers's portfolio in Q2 2026, its #398 holding.
Checchi Capital Advisers first reported a position in iShares Core S&P Small-Cap ETF in Q1 2023 and has held it in 14 quarters since.
Checchi Capital Advisers's iShares Core S&P Small-Cap ETF position peaked at $651K in Q1 2023.
2,851 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Checchi Capital Advisers's 13F filing for Q2 2026, filed 4 Aug 2026.