DWP
IWM icon

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
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 $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Destiny Wealth Partners's IWM Position: Q1 2026 in Review

Destiny Wealth Partners increased its iShares Russell 2000 ETF (IWM) stake by 36% in Q1 2026, buying an estimated $248K and bringing the position to 3,609 shares worth $895K. The position accounts for 0.1% of the portfolio, ranked #107.

Destiny Wealth Partners first reported a position in IWM in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.15M in Q2 2021. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • Destiny Wealth Partners held 3,609 shares of iShares Russell 2000 ETF worth $895K as of Q1 2026.
  • Destiny Wealth Partners bought 960 iShares Russell 2000 ETF shares in Q1 2026, an estimated $248K.
  • iShares Russell 2000 ETF made up 0.1% of Destiny Wealth Partners's portfolio in Q1 2026, its #107 holding.
  • Destiny Wealth Partners first reported a position in iShares Russell 2000 ETF in Q4 2020 and has held it in 22 quarters since.
  • Destiny Wealth Partners's iShares Russell 2000 ETF position peaked at $1.15M in Q2 2021.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Destiny Wealth Partners's 13F filing for Q1 2026, filed 11 May 2026.