Checchi Capital Advisers’s iShares Russell Mid-Cap ETF IWR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$264K	Hold	2,390	–	–	0.01%	522
2026 Q1	$232K	Sell	2,390 -2,046	-46%	-$204K	0.01%	547
2025 Q4	$427K	Sell	4,436 -8	-0.2%	-$769	0.02%	360
2025 Q3	$429K	Hold	4,444	–	–	0.02%	363
2025 Q2	$409K	Sell	4,444 -312	-7%	-$27K	0.02%	382
2025 Q1	$405K	Buy	4,756 +320	+7%	+$28.5K	0.02%	380
2024 Q4	$392K	Hold	4,436	–	–	0.02%	378
2024 Q3	$391K	Hold	4,436	–	–	0.02%	383
2024 Q2	$360K	Hold	4,436	–	–	0.02%	395
2024 Q1	$373K	Hold	4,436	–	–	0.03%	397
2023 Q4	$345K	Hold	4,436	–	–	0.03%	393
2023 Q3	$307K	Hold	4,436	–	–	0.03%	397
2023 Q2	$324K	Sell	4,436 -677	-13%	-$47.1K	0.03%	405
2023 Q1	$358K	Buy	5,113 +1,250	+32%	+$88.3K	0.03%	362
2022 Q4	$261K	Hold	3,863	–	–	0.03%	441
2022 Q3	$240K	Hold	3,863	–	–	0.02%	453
2022 Q2	$274K	Buy	+3,863	New	+$275K	0.02%	448

Other funds holding IWR

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

ANTB

AMG National Trust Bank Greenwood Village, Colorado $4.88B AUM 24.08% 1-Year Est. Return

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

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return

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

Checchi Capital Advisers held its iShares Russell Mid-Cap ETF (IWR) position steady in Q2 2026 at 2,390 shares worth $264K. The position accounts for 0.01% of the portfolio, ranked #522.

Checchi Capital Advisers first reported a position in IWR in Q2 2022 and has held it in 17 quarters since. The position peaked at $429K in Q3 2025. 1,082 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Checchi Capital Advisers held 2,390 shares of iShares Russell Mid-Cap ETF worth $264K as of Q2 2026.
Checchi Capital Advisers left its iShares Russell Mid-Cap ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap ETF made up 0.01% of Checchi Capital Advisers's portfolio in Q2 2026, its #522 holding.
Checchi Capital Advisers first reported a position in iShares Russell Mid-Cap ETF in Q2 2022 and has held it in 17 quarters since.
Checchi Capital Advisers's iShares Russell Mid-Cap ETF position peaked at $429K in Q3 2025.
1,082 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

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