Destiny Wealth Partners’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Destiny Wealth Partners’s Portfolio IJR Stock Details IJR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-11,497	Closed	-$1.43M	–	598
2026 Q1	$1.43M	Sell	11,497 -156	-1%	-$19.8K	0.16%	85
2025 Q4	$1.49M	Sell	11,653 -10	-0.1%	-$1.2K	0.17%	74
2025 Q3	$1.39M	Buy	11,663 +205	+2%	+$23.6K	0.17%	77
2025 Q2	$1.25M	Buy	+11,458	New	+$1.18M	0.17%	78
2023 Q1	–	Sell	-150	Closed	-$14.2K	–	389
2022 Q4	$14.2K	Buy	150 +108	+257%	+$10.4K	﹤0.01%	441
2022 Q3	$4K	Hold	42	–	–	﹤0.01%	507
2022 Q2	$4K	Sell	42 -568	-93%	-$56.5K	﹤0.01%	529
2022 Q1	$66K	Sell	610 -1,285	-68%	-$139K	0.01%	290
2021 Q4	$217K	Hold	1,895	–	–	0.04%	166
2021 Q3	$207K	Sell	1,895 -266	-12%	-$29.3K	0.04%	165
2021 Q2	$244K	Buy	2,161 +26	+1%	+$2.9K	0.05%	171
2021 Q1	$232K	Sell	2,135 -94	-4%	-$9.84K	0.05%	151
2020 Q4	$205K	Buy	+2,229	New	+$183K	0.04%	199

Other funds holding IJR

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Destiny Wealth Partners's IJR Position: Q2 2026 in Review

Destiny Wealth Partners sold out of iShares Core S&P Small-Cap ETF (IJR) in Q2 2026, closing a stake of 11,497 shares — an estimated $1.43M sold.

Destiny Wealth Partners first reported a position in IJR in Q4 2020 and held it in 13 quarters. The position peaked at $1.49M in Q4 2025. 2,833 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Destiny Wealth Partners reported no remaining iShares Core S&P Small-Cap ETF position as of Q2 2026 after selling out during the quarter.
Destiny Wealth Partners sold 11,497 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $1.43M.
Destiny Wealth Partners first reported a position in iShares Core S&P Small-Cap ETF in Q4 2020 and held it in 13 quarters.
Destiny Wealth Partners's iShares Core S&P Small-Cap ETF position peaked at $1.49M in Q4 2025.
2,833 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Destiny Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.