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

Destiny Wealth Partners’s Portfolio IWN Stock Details IWN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-21	Closed	-$3.98K	–	633
2026 Q1	$3.98K	Buy	+21	New	+$4.07K	﹤0.01%	1005
2023 Q1	–	Sell	-801	Closed	-$111K	–	408
2022 Q4	$111K	Sell	801 -1,147	-59%	-$162K	0.02%	224
2022 Q3	$251K	Sell	1,948 -287	-13%	-$41.5K	0.06%	170
2022 Q2	$304K	Sell	2,235 -2,200	-50%	-$327K	0.07%	123
2022 Q1	$716K	Sell	4,435 -267	-6%	-$42.6K	0.14%	85
2021 Q4	$781K	Buy	4,702 +37	+0.8%	+$6.17K	0.15%	86
2021 Q3	$747K	Sell	4,665 -423	-8%	-$68K	0.15%	87
2021 Q2	$843K	Buy	5,088 +4,962	+3,938%	+$818K	0.16%	95
2021 Q1	$20K	Hold	126	–	–	﹤0.01%	366
2020 Q4	$17K	Buy	+126	New	+$14.9K	﹤0.01%	376

Other funds holding IWN

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $15B AUM

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

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

Destiny Wealth Partners sold out of iShares Russell 2000 Value ETF (IWN) in Q2 2026, closing a stake of 21 shares — an estimated $3.98K sold.

Destiny Wealth Partners first reported a position in IWN in Q4 2020 and held it in 10 quarters. The position peaked at $843K in Q2 2021. 1,074 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

Destiny Wealth Partners reported no remaining iShares Russell 2000 Value ETF position as of Q2 2026 after selling out during the quarter.
Destiny Wealth Partners sold 21 iShares Russell 2000 Value ETF shares in Q2 2026, an estimated $3.98K.
Destiny Wealth Partners first reported a position in iShares Russell 2000 Value ETF in Q4 2020 and held it in 10 quarters.
Destiny Wealth Partners's iShares Russell 2000 Value ETF position peaked at $843K in Q2 2021.
1,074 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

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