Checchi Capital Advisers’s iShares US Real Estate ETF IYR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.44M	Sell	33,673 -1,170	-3%	-$119K	0.16%	103
2026 Q1	$3.29M	Sell	34,843 -2,089	-6%	-$203K	0.17%	101
2025 Q4	$3.47M	Buy	36,932 +8,906	+32%	+$849K	0.18%	90
2025 Q3	$2.72M	Sell	28,026 -1,110	-4%	-$107K	0.14%	102
2025 Q2	$2.76M	Sell	29,136 -6,247	-18%	-$583K	0.15%	104
2025 Q1	$3.39M	Sell	35,383 -3,574	-9%	-$340K	0.18%	96
2024 Q4	$3.63M	Buy	38,957 +8,664	+29%	+$854K	0.21%	84
2024 Q3	$3.09M	Sell	30,293 -415	-1%	-$40K	0.17%	90
2024 Q2	$2.69M	Sell	30,708 -69	-0.2%	-$5.92K	0.14%	97
2024 Q1	$2.77M	Buy	30,777 +6,871	+29%	+$607K	0.22%	93
2023 Q4	$2.19M	Buy	23,906 +164	+0.7%	+$13.4K	0.18%	103
2023 Q3	$1.86M	Hold	23,742	–	–	0.17%	107
2023 Q2	$2.05M	Hold	23,742	–	–	0.18%	101
2023 Q1	$2.02M	Buy	+23,742	New	+$2.08M	0.19%	100

Other funds holding IYR

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

CBU

CIBC Bancorp USA Chicago, Illinois $82.3B AUM

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

IMPI

Ilmarinen Mutual Pension Insurance Helsinki, Finland $14.8B AUM 26% 1-Year Est. Return

SOAM

SBI Okasan Asset Management Tokyo, Japan $3.04B AUM

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

Checchi Capital Advisers reduced its iShares US Real Estate ETF (IYR) stake by 3.4% in Q2 2026, selling an estimated $119K and leaving 33,673 shares worth $3.44M. The position accounts for 0.16% of the portfolio, ranked #103.

Checchi Capital Advisers first reported a position in IYR in Q1 2023 and has held it in 14 quarters since. The position peaked at $3.63M in Q4 2024. 486 funds tracked by Wall St. Rank hold IYR as of Q2 2026.

Checchi Capital Advisers held 33,673 shares of iShares US Real Estate ETF worth $3.44M as of Q2 2026.
Checchi Capital Advisers sold 1,170 iShares US Real Estate ETF shares in Q2 2026, an estimated $119K.
iShares US Real Estate ETF made up 0.16% of Checchi Capital Advisers's portfolio in Q2 2026, its #103 holding.
Checchi Capital Advisers first reported a position in iShares US Real Estate ETF in Q1 2023 and has held it in 14 quarters since.
Checchi Capital Advisers's iShares US Real Estate ETF position peaked at $3.63M in Q4 2024.
486 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2026.

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