Destiny Wealth Partners
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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
Q3 		$1.1M Buy
+3,941
New +$1.16M 0.11% 88
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

UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Destiny Wealth Partners's IWM Position: Q3 2026 in Review

Destiny Wealth Partners opened a new position in iShares Russell 2000 ETF (IWM) in Q3 2026: 3,941 shares worth $1.1M. The stake represents 0.11% of the portfolio and ranks #88 among its holdings. This is a return to the name: Destiny Wealth Partners previously reported a position in IWM as recently as Q1 2026.

Destiny Wealth Partners first reported a position in IWM in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.15M in Q2 2021. 1,912 funds tracked by Wall St. Rank hold IWM as of Q3 2026.

  • Destiny Wealth Partners held 3,941 shares of iShares Russell 2000 ETF worth $1.1M as of Q3 2026.
  • iShares Russell 2000 ETF was a new Destiny Wealth Partners position in Q3 2026.
  • iShares Russell 2000 ETF made up 0.11% of Destiny Wealth Partners's portfolio in Q3 2026, its #88 holding.
  • Destiny Wealth Partners first reported a position in iShares Russell 2000 ETF in Q4 2020 and has held it in 23 quarters since.
  • Destiny Wealth Partners's iShares Russell 2000 ETF position peaked at $1.15M in Q2 2021.
  • 1,912 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2026.

Based on Destiny Wealth Partners's 13F filing for Q3 2026, filed 5 Nov 2026.