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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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 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. 2,606 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.
  • 2,606 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.