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 Q2	$1.1M	Sell	4,967 -8,255	-62%	-$1.73M	0.05%	203
2026 Q1	$2.51M	Buy	13,222 +2,262	+21%	+$438K	0.13%	116
2025 Q4	$1.99M	Sell	10,960 -25,389	-70%	-$4.56M	0.1%	124
2025 Q3	$6.43M	Buy	36,349 +25,870	+247%	+$4.37M	0.33%	61
2025 Q2	$1.65M	Sell	10,479 -5,941	-36%	-$885K	0.09%	143
2025 Q1	$2.48M	Sell	16,420 -702	-4%	-$113K	0.13%	111
2024 Q4	$2.81M	Buy	+17,122	New	+$2.92M	0.16%	102
2023 Q2	–	Sell	-1,885	Closed	-$258K	–	587
2023 Q1	$258K	Buy	+1,885	New	+$273K	0.02%	461

Other funds holding IWN

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $15B AUM

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

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

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

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Checchi Capital Advisers's IWN Position: Q2 2026 in Review

Checchi Capital Advisers reduced its iShares Russell 2000 Value ETF (IWN) stake by 62% in Q2 2026, selling an estimated $1.73M and leaving 4,967 shares worth $1.1M. The position accounts for 0.05% of the portfolio, ranked #203.

Checchi Capital Advisers first reported a position in IWN in Q1 2023 and has held it in 8 quarters since. The position peaked at $6.43M in Q3 2025. 1,081 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

Checchi Capital Advisers held 4,967 shares of iShares Russell 2000 Value ETF worth $1.1M as of Q2 2026.
Checchi Capital Advisers sold 8,255 iShares Russell 2000 Value ETF shares in Q2 2026, an estimated $1.73M.
iShares Russell 2000 Value ETF made up 0.05% of Checchi Capital Advisers's portfolio in Q2 2026, its #203 holding.
Checchi Capital Advisers first reported a position in iShares Russell 2000 Value ETF in Q1 2023 and has held it in 8 quarters since.
Checchi Capital Advisers's iShares Russell 2000 Value ETF position peaked at $6.43M in Q3 2025.
1,081 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

Based on Checchi Capital Advisers's 13F filing for Q2 2026, filed 4 Aug 2026.