Checchi Capital Advisers’s iShares Russell 2000 ETF IWM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-849	Closed	-$205K	–	564
2025 Q3	$205K	Buy	+849	New	+$195K	0.01%	535
2024 Q3	–	Sell	-989	Closed	-$201K	–	590
2024 Q2	$201K	Hold	989	–	–	0.01%	543
2024 Q1	$208K	Sell	989 -67	-6%	-$13.4K	0.02%	541
2023 Q4	$212K	Buy	+1,056	New	+$189K	0.02%	521
2023 Q3	–	Sell	-1,119	Closed	-$210K	–	563
2023 Q2	$210K	Buy	+1,119	New	+$200K	0.02%	529

Other funds holding IWM

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Checchi Capital Advisers's IWM Position: Q4 2025 in Review

Checchi Capital Advisers sold out of iShares Russell 2000 ETF (IWM) in Q4 2025, closing a stake of 849 shares — an estimated $205K sold.

Checchi Capital Advisers first reported a position in IWM in Q2 2023 and held it in 5 quarters. The position peaked at $212K in Q4 2023. 2,594 funds tracked by Wall St. Rank hold IWM as of Q4 2025.

Checchi Capital Advisers reported no remaining iShares Russell 2000 ETF position as of Q4 2025 after selling out during the quarter.
Checchi Capital Advisers sold 849 iShares Russell 2000 ETF shares in Q4 2025, an estimated $205K.
Checchi Capital Advisers first reported a position in iShares Russell 2000 ETF in Q2 2023 and held it in 5 quarters.
Checchi Capital Advisers's iShares Russell 2000 ETF position peaked at $212K in Q4 2023.
2,594 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q4 2025.

Based on Checchi Capital Advisers's 13F filing for Q4 2025, filed 27 Jan 2026.