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Destiny Wealth Partners’s iShares Russell 2000 ETF IWM Stock Holding History

Destiny Wealth Partners’s Portfolio IWM Stock Details IWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-3,609
Closed -$895K – 632
2026
Q1 		$895K Buy
3,609
+960
+36% +$248K 0.1% 107
2025
Q4 		$699K Sell
2,649
-24
-0.9% -$5.9K 0.08% 108
2025
Q3 		$647K Buy
2,673
+2
+0.1% +$459 0.08% 108
2025
Q2 		$576K Buy
2,671
+43
+2% +$8.65K 0.08% 112
2025
Q1 		$524K Buy
2,628
+57
+2% +$12.4K 0.08% 107
2024
Q4 		$568K Buy
2,571
+499
+24% +$114K 0.09% 106
2024
Q3 		$458K Buy
2,072
+11
+0.5% +$2.35K 0.08% 105
2024
Q2 		$418K Hold
2,061
– – 0.08% 109
2024
Q1 		$433K Sell
2,061
-1,085
-34% -$216K 0.08% 100
2023
Q4 		$610K Buy
3,146
+362
+13% +$64.9K 0.11% 85
2023
Q3 		$492K Buy
2,784
+143
+5% +$26.8K 0.1% 96
2023
Q2 		$514K Sell
2,641
-141
-5% -$25.1K 0.1% 97
2023
Q1 		$496K Buy
2,782
+458
+20% +$84.3K 0.1% 96
2022
Q4 		$405K Buy
2,324
+12
+0.5% +$2.13K 0.09% 108
2022
Q3 		$381K Sell
2,312
-1,355
-37% -$247K 0.09% 106
2022
Q2 		$621K Sell
3,667
-538
-13% -$99.2K 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% -$180K 0.18% 81
2021
Q2 		$1.15M Buy
5,018
+609
+14% +$137K 0.22% 82
2021
Q1 		$974K Buy
4,409
+140
+3% +$30.6K 0.2% 78
2020
Q4 		$837K Buy
+4,269
New +$747K 0.17% 79

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Destiny Wealth Partners sold out of iShares Russell 2000 ETF (IWM) in Q2 2026, closing a stake of 3,609 shares — an estimated $895K sold.

Destiny Wealth Partners first reported a position in IWM in Q4 2020 and held it in 22 quarters. The position peaked at $1.15M in Q2 2021. 2,738 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Destiny Wealth Partners reported no remaining iShares Russell 2000 ETF position as of Q2 2026 after selling out during the quarter.
  • Destiny Wealth Partners sold 3,609 iShares Russell 2000 ETF shares in Q2 2026, an estimated $895K.
  • Destiny Wealth Partners first reported a position in iShares Russell 2000 ETF in Q4 2020 and held it in 22 quarters.
  • Destiny Wealth Partners's iShares Russell 2000 ETF position peaked at $1.15M in Q2 2021.
  • 2,738 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

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