CCA
IWM icon

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
2018
Q1 		– Sell
-83,100
Closed -$12.7M – 413
2017
Q4 		$12.7M Sell
83,100
-129,000
-61% -$19.4M 1.7% 6
2017
Q3 		$31.4M Buy
212,100
+37,100
+21% +$5.22M 3.18% 5
2017
Q2 		$24.7M Buy
175,000
+167,100
+2,115% +$23.1M 2.68% 6
2017
Q1 		$1.09M Sell
7,900
-1,100
-12% -$150K 0.12% 88
2016
Q4 		$1.21M Buy
+9,000
New +$1.15M 0.16% 76

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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 $38.5B AUM 18.4% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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 $24.6B AUM 47.06% 1-Year Est. Return
BNP Paribas Financial Markets
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.