DWP
Destiny Wealth Partners’s iShares Russell 2000 ETF IWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $576K | Buy |
2,671
+43
| +2% | +$9.28K | 0.08% | 112 |
|
|
2025
Q1 | $524K | Buy |
2,628
+57
| +2% | +$11.4K | 0.08% | 107 |
|
|
2024
Q4 | $568K | Buy |
2,571
+499
| +24% | +$110K | 0.09% | 106 |
|
|
2024
Q3 | $458K | Buy |
2,072
+11
| +0.5% | +$2.43K | 0.08% | 105 |
|
|
2024
Q2 | $418K | Hold |
2,061
| – | – | 0.08% | 109 |
|
|
2024
Q1 | $433K | Sell |
2,061
-1,085
| -34% | -$228K | 0.08% | 100 |
|
|
2023
Q4 | $610K | Buy |
3,146
+362
| +13% | +$70.2K | 0.11% | 85 |
|
|
2023
Q3 | $492K | Buy |
2,784
+143
| +5% | +$25.3K | 0.1% | 96 |
|
|
2023
Q2 | $514K | Sell |
2,641
-141
| -5% | -$27.4K | 0.1% | 97 |
|
|
2023
Q1 | $496K | Buy |
2,782
+458
| +20% | +$81.7K | 0.1% | 96 |
|
|
2022
Q4 | $405K | Buy |
2,324
+12
| +0.5% | +$2.09K | 0.09% | 108 |
|
|
2022
Q3 | $381K | Sell |
2,312
-1,355
| -37% | -$223K | 0.09% | 106 |
|
|
2022
Q2 | $621K | Sell |
3,667
-538
| -13% | -$91.1K | 0.14% | 85 |
|
|
2022
Q1 | $863K | Hold |
4,205
| – | – | 0.17% | 77 |
|
|
2021
Q4 | $935K | Hold |
4,205
| – | – | 0.18% | 81 |
|
|
2021
Q3 | $920K | Sell |
4,205
-813
| -16% | -$178K | 0.18% | 81 |
|
|
2021
Q2 | $1.15M | Buy |
5,018
+609
| +14% | +$140K | 0.22% | 82 |
|
|
2021
Q1 | $974K | Buy |
4,409
+140
| +3% | +$30.9K | 0.2% | 78 |
|
|
2020
Q4 | $837K | Buy |
+4,269
| New | +$837K | 0.17% | 79 |
|