Destiny Wealth Partners’s iShares Russell 2000 ETF IWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $647K | Buy |
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|
2025
Q2 | $576K | Buy |
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|
2025
Q1 | $524K | Buy |
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|
2024
Q4 | $568K | Buy |
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|
2024
Q3 | $458K | Buy |
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|
2024
Q2 | $418K | Hold |
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|
2024
Q1 | $433K | Sell |
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|
2023
Q4 | $610K | Buy |
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|
2023
Q3 | $492K | Buy |
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|
2023
Q2 | $514K | Sell |
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|
2023
Q1 | $496K | Buy |
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|
2022
Q4 | $405K | Buy |
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|
2022
Q3 | $381K | Sell |
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|
2022
Q2 | $621K | Sell |
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|
2022
Q1 | $863K | Hold |
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|
2021
Q4 | $935K | Hold |
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|
2021
Q3 | $920K | Sell |
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|
2021
Q2 | $1.15M | Buy |
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|
2021
Q1 | $974K | Buy |
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|
2020
Q4 | $837K | Buy |
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