Destiny Wealth Partners’s iShares Russell 1000 ETF IWB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-1,746	Closed	-$450K	–	161
2023 Q4	$450K	Hold	1,746	–	–	0.08%	100
2023 Q3	$410K	Hold	1,746	–	–	0.08%	107
2023 Q2	$435K	Hold	1,746	–	–	0.08%	105
2023 Q1	$393K	Hold	1,746	–	–	0.08%	107
2022 Q4	$368K	Sell	1,746 -1,541	-47%	-$326K	0.08%	117
2022 Q3	$649K	Hold	3,287	–	–	0.15%	84
2022 Q2	$683K	Sell	3,287 -593	-15%	-$134K	0.15%	82
2022 Q1	$970K	Sell	3,880 -41	-1%	-$10.1K	0.19%	72
2021 Q4	$1.04M	Buy	3,921 +41	+1%	+$10.6K	0.2%	78
2021 Q3	$938K	Sell	3,880 -2,251	-37%	-$560K	0.19%	79
2021 Q2	$1.48M	Hold	6,131	–	–	0.28%	72
2021 Q1	$1.37M	Hold	6,131	–	–	0.29%	66
2020 Q4	$1.3M	Buy	+6,131	New	+$1.22M	0.27%	63

Other funds holding IWB

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Destiny Wealth Partners's IWB Position: Q1 2024 in Review

Destiny Wealth Partners sold out of iShares Russell 1000 ETF (IWB) in Q1 2024, closing a stake of 1,746 shares — an estimated $450K sold.

Destiny Wealth Partners first reported a position in IWB in Q4 2020 and held it in 13 quarters. The position peaked at $1.48M in Q2 2021. 1,222 funds tracked by Wall St. Rank hold IWB as of Q1 2024.

Destiny Wealth Partners reported no remaining iShares Russell 1000 ETF position as of Q1 2024 after selling out during the quarter.
Destiny Wealth Partners sold 1,746 iShares Russell 1000 ETF shares in Q1 2024, an estimated $450K.
Destiny Wealth Partners first reported a position in iShares Russell 1000 ETF in Q4 2020 and held it in 13 quarters.
Destiny Wealth Partners's iShares Russell 1000 ETF position peaked at $1.48M in Q2 2021.
1,222 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2024.

Based on Destiny Wealth Partners's 13F filing for Q1 2024, filed 9 Apr 2024.