Checchi Capital Advisers’s iShares Russell 1000 ETF IWB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$5.56M	Buy	15,583 +1,241	+9%	+$462K	0.28%	65
2025 Q4	$5.36M	Buy	14,342 +1,410	+11%	+$522K	0.27%	68
2025 Q3	$4.73M	Buy	12,932 +1,182	+10%	+$416K	0.25%	74
2025 Q2	$3.99M	Buy	11,750 +1,387	+13%	+$435K	0.22%	85
2025 Q1	$3.18M	Buy	10,363 +423	+4%	+$137K	0.17%	100
2024 Q4	$3.2M	Buy	9,940 +141	+1%	+$45.7K	0.19%	93
2024 Q3	$3.08M	Hold	9,799	–	–	0.17%	91
2024 Q2	$2.92M	Hold	9,799	–	–	0.15%	92
2024 Q1	$2.82M	Hold	9,799	–	–	0.22%	92
2023 Q4	$2.57M	Buy	9,799 +5,100	+109%	+$1.25M	0.21%	96
2023 Q3	$1.1M	Buy	4,699 +3,289	+233%	+$805K	0.1%	160
2023 Q2	$344K	Buy	1,410 +518	+58%	+$119K	0.03%	381
2023 Q1	$201K	Buy	+892	New	+$196K	0.02%	531
2022 Q3	–	Sell	-892	Closed	-$203K	–	568
2022 Q2	$203K	Buy	+892	New	+$202K	0.02%	551

Other funds holding IWB

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

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

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

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

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

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

Checchi Capital Advisers increased its iShares Russell 1000 ETF (IWB) stake by 8.7% in Q1 2026, buying an estimated $462K and bringing the position to 15,583 shares worth $5.56M. The position accounts for 0.28% of the portfolio, ranked #65.

Checchi Capital Advisers first reported a position in IWB in Q2 2022 and has held it in 14 quarters since. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

Checchi Capital Advisers held 15,583 shares of iShares Russell 1000 ETF worth $5.56M as of Q1 2026.
Checchi Capital Advisers bought 1,241 iShares Russell 1000 ETF shares in Q1 2026, an estimated $462K.
iShares Russell 1000 ETF made up 0.28% of Checchi Capital Advisers's portfolio in Q1 2026, its #65 holding.
Checchi Capital Advisers first reported a position in iShares Russell 1000 ETF in Q2 2022 and has held it in 14 quarters since.
1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

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