Checchi Capital Advisers’s iShares Core S&P 500 ETF IVV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$370K	Hold	566	–	–	0.02%	416
2025 Q4	$388K	Sell	566 -72	-11%	-$48.9K	0.02%	380
2025 Q3	$427K	Buy	638 +72	+13%	+$46.4K	0.02%	365
2025 Q2	$351K	Hold	566	–	–	0.02%	416
2025 Q1	$318K	Hold	566	–	–	0.02%	446
2024 Q4	$333K	Hold	566	–	–	0.02%	414
2024 Q3	$326K	Sell	566 -800	-59%	-$445K	0.02%	432
2024 Q2	$748K	Hold	1,366	–	–	0.04%	237
2024 Q1	$718K	Hold	1,366	–	–	0.06%	250
2023 Q4	$652K	Hold	1,366	–	–	0.05%	250
2023 Q3	$587K	Sell	1,366 -1,730	-56%	-$774K	0.05%	248
2023 Q2	$1.38M	Sell	3,096 -921	-23%	-$388K	0.12%	136
2023 Q1	$1.65M	Buy	4,017 +1,991	+98%	+$798K	0.16%	116
2022 Q4	$778K	Hold	2,026	–	–	0.08%	192
2022 Q3	$727K	Hold	2,026	–	–	0.07%	193
2022 Q2	$839K	Buy	2,026 +1,500	+285%	+$617K	0.07%	186
2022 Q1	$239K	Hold	526	–	–	0.02%	468
2021 Q4	$251K	Hold	526	–	–	0.02%	438
2021 Q3	$227K	Sell	526 -1,500	-74%	-$665K	0.02%	444
2021 Q2	$871K	Hold	2,026	–	–	0.09%	164
2021 Q1	$806K	Sell	2,026 -55	-3%	-$21.3K	0.08%	167
2020 Q4	$781K	Buy	2,081 +581	+39%	+$207K	0.08%	165
2020 Q3	$504K	Hold	1,500	–	–	0.06%	207
2020 Q2	$465K	Sell	1,500 -500	-25%	-$147K	0.06%	215
2020 Q1	$517K	Buy	2,000 +1,000	+100%	+$306K	0.05%	164
2019 Q4	$323K	Buy	+1,000	New	+$309K	0.04%	284

Other funds holding IVV

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

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

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

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

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

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

Checchi Capital Advisers held its iShares Core S&P 500 ETF (IVV) position steady in Q1 2026 at 566 shares worth $370K. The position accounts for 0.02% of the portfolio, ranked #416.

Checchi Capital Advisers first reported a position in IVV in Q4 2019 and has held it in 26 quarters since. The position peaked at $1.65M in Q1 2023. 3,980 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

Checchi Capital Advisers held 566 shares of iShares Core S&P 500 ETF worth $370K as of Q1 2026.
Checchi Capital Advisers left its iShares Core S&P 500 ETF share count unchanged in Q1 2026.
iShares Core S&P 500 ETF made up 0.02% of Checchi Capital Advisers's portfolio in Q1 2026, its #416 holding.
Checchi Capital Advisers first reported a position in iShares Core S&P 500 ETF in Q4 2019 and has held it in 26 quarters since.
Checchi Capital Advisers's iShares Core S&P 500 ETF position peaked at $1.65M in Q1 2023.
3,980 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

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