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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-8,400	Closed	-$578K	–	562
2023 Q2	$578K	Hold	8,400	–	–	0.05%	264
2023 Q1	$513K	Buy	8,400 +400	+5%	+$23K	0.05%	283
2022 Q4	$428K	Hold	8,000	–	–	0.04%	313
2022 Q3	$421K	Hold	8,000	–	–	0.04%	305
2022 Q2	$490K	Buy	+8,000	New	+$480K	0.04%	294
2021 Q3	–	Sell	-8,000	Closed	-$543K	–	535
2021 Q2	$543K	Hold	8,000	–	–	0.05%	236
2021 Q1	$486K	Sell	8,000 -536	-6%	-$32.6K	0.05%	251
2020 Q4	$515K	Buy	8,536 +536	+7%	+$30.5K	0.05%	233
2020 Q3	$434K	Hold	8,000	–	–	0.05%	231
2020 Q2	$384K	Hold	8,000	–	–	0.05%	248
2020 Q1	$301K	Hold	8,000	–	–	0.03%	250
2019 Q4	$352K	Buy	+8,000	New	+$334K	0.05%	262
2016 Q1	–	Sell	-22,388	Closed	-$557K	–	1602
2015 Q4	$557K	Buy	+22,388	New	+$559K	0.14%	133

Other funds holding IWF

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

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Checchi Capital Advisers's IWF Position: Q3 2023 in Review

Checchi Capital Advisers sold out of iShares Russell 1000 Growth ETF (IWF) in Q3 2023, closing a stake of 8,400 shares — an estimated $578K sold.

Checchi Capital Advisers first reported a position in IWF in Q4 2015 and held it in 13 quarters. The position peaked at $578K in Q2 2023. 1,777 funds tracked by Wall St. Rank hold IWF as of Q3 2023.

Checchi Capital Advisers reported no remaining iShares Russell 1000 Growth ETF position as of Q3 2023 after selling out during the quarter.
Checchi Capital Advisers sold 8,400 iShares Russell 1000 Growth ETF shares in Q3 2023, an estimated $578K.
Checchi Capital Advisers first reported a position in iShares Russell 1000 Growth ETF in Q4 2015 and held it in 13 quarters.
Checchi Capital Advisers's iShares Russell 1000 Growth ETF position peaked at $578K in Q2 2023.
1,777 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2023.

Based on Checchi Capital Advisers's 13F filing for Q3 2023, filed 13 Nov 2023.