Checchi Capital Advisers’s iShares Russell 1000 ETF IWB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.99M | Buy |
11,750
+1,387
| +13% | +$471K | 0.22% | 82 |
|
|
2025
Q1 | $3.18M | Buy |
10,363
+423
| +4% | +$130K | 0.17% | 97 |
|
|
2024
Q4 | $3.2M | Buy |
9,940
+141
| +1% | +$45.4K | 0.19% | 90 |
|
|
2024
Q3 | $3.08M | Hold |
9,799
| – | – | 0.17% | 88 |
|
|
2024
Q2 | $2.92M | Hold |
9,799
| – | – | 0.15% | 89 |
|
|
2024
Q1 | $2.82M | Hold |
9,799
| – | – | 0.22% | 92 |
|
|
2023
Q4 | $2.57M | Buy |
9,799
+5,100
| +109% | +$1.34M | 0.21% | 96 |
|
|
2023
Q3 | $1.1M | Buy |
4,699
+3,289
| +233% | +$773K | 0.1% | 160 |
|
|
2023
Q2 | $344K | Buy |
1,410
+518
| +58% | +$126K | 0.03% | 380 |
|
|
2023
Q1 | $201K | Buy |
+892
| New | +$201K | 0.02% | 530 |
|
|
2022
Q3 | – | Sell |
-892
| Closed | -$203K | – | 564 |
|
|
2022
Q2 | $203K | Buy |
+892
| New | +$203K | 0.02% | 547 |
|