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iShares Russell 2000 Value Index shares owned by Checchi Capital Advisers

Quarter-by-quarter ownership of iShares Russell 2000 Value Index (IWN) shares owned by Checchi Capital Advisers from 13F filings

Historical chart of Checchi Capital Advisers investment in iShares Russell 2000 Value Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 2000 Value Index held by Checchi Capital Advisers consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Russell 2000 Value Index by Checchi Capital Advisers

Quarter filed Position value Share count Share price at filing
2025-09-30 $6.4M 36k 176.81
2025-06-30 $1.7M 11k 157.76
2025-03-31 $2.5M 16k 150.98
2024-12-31 $2.8M 17k 164.17
2023-03-31 $258k 1.9k 137.02

More positions owned by Checchi Capital Advisers

Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Growth Etf (VUG)
Microsoft Corporation (MSFT)
Apple (AAPL)
Spdr Series Trust Bloomberg Intl T (BWX)
Ishares Tr Msci Eafe Etf (EFA)
NVIDIA Corporation (NVDA)
Ishares Gold Tr Ishares New (IAU)
Spdr Series Trust Bloomberg High Y (JNK)
Ishares Jp Morgan Em Etf (LEMB)
Ishares Tr Intl Trea Bd Etf (IGOV)
Spdr Series Trust Bloomberg Intl (IBND)
Ishares Tr Jpmorgan Usd Emg (EMB)
Spdr Gold Tr Gold Shs (GLD)

View all positions for Checchi Capital Advisers

Top funds holding iShares Russell 2000 Value Index

Morgan Stanley
Tiaa Trust, National Association
Envestnet Asset Management
D.A. Davidson & Co.
Vaughan Nelson Investment Management
Pnc Financial Services
LPL Financial
M^T Bank Corporation
Wells Fargo & Company
UBS Group
Commonwealth Equity Services
Goldman Sachs Group
Betterment
Charles Schwab Investment Management
Bnp Paribas Arbitrage, Snc

View all funds holding iShares Russell 2000 Value Index