CCA
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Checchi Capital Advisers’s iShares Russell 2000 Value ETF IWN Stock Holding History

Checchi Capital Advisers’s Portfolio IWN Stock Details IWN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.51M Buy
13,222
+2,262
+21% +$438K 0.17% 116
2025
Q4 		$1.99M Sell
10,960
-25,389
-70% -$4.56M 0.14% 124
2025
Q3 		$6.43M Buy
36,349
+25,870
+247% +$4.37M 0.44% 61
2025
Q2 		$1.65M Sell
10,479
-5,941
-36% -$885K 0.12% 143
2025
Q1 		$2.48M Sell
16,420
-702
-4% -$113K 0.18% 111
2024
Q4 		$2.81M Buy
+17,122
New +$2.92M 0.21% 102
2023
Q2 		– Sell
-1,885
Closed -$258K – 587
2023
Q1 		$258K Buy
+1,885
New +$273K 0.03% 461

Other funds holding IWN

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $13.1B AUM
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM
VNIM
Vaughan Nelson Investment Management Houston, Texas $9.96B AUM 41% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return