DWP
Destiny Wealth Partners’s iShares Russell 1000 Growth ETF IWF Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $482K | Buy |
+1,136
| New | +$482K | 0.06% | 122 |
|
2023
Q1 | – | Sell |
-589
| Closed | -$126K | – | 407 |
|
2022
Q4 | $126K | Hold |
589
| – | – | 0.03% | 212 |
|
2022
Q3 | $124K | Hold |
589
| – | – | 0.03% | 214 |
|
2022
Q2 | $129K | Sell |
589
-432
| -42% | -$94.6K | 0.03% | 219 |
|
2022
Q1 | $283K | Sell |
1,021
-110
| -10% | -$30.5K | 0.06% | 138 |
|
2021
Q4 | $346K | Hold |
1,131
| – | – | 0.07% | 130 |
|
2021
Q3 | $310K | Sell |
1,131
-2,244
| -66% | -$615K | 0.06% | 136 |
|
2021
Q2 | $916K | Buy |
3,375
+2,244
| +198% | +$609K | 0.18% | 89 |
|
2021
Q1 | $275K | Sell |
1,131
-40
| -3% | -$9.73K | 0.06% | 143 |
|
2020
Q4 | $282K | Buy |
+1,171
| New | +$282K | 0.06% | 167 |
|