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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-170	Closed	-$53.3K	–	634
2026 Q1	$53.3K	Buy	+170	New	+$56.5K	0.01%	426
2023 Q1	–	Sell	-5	Closed	-$1.07K	–	409
2022 Q4	$1.07K	Hold	5	–	–	﹤0.01%	643
2022 Q3	$1K	Hold	5	–	–	﹤0.01%	558
2022 Q2	$1K	Hold	5	–	–	﹤0.01%	586
2022 Q1	$1K	Hold	5	–	–	﹤0.01%	516
2021 Q4	$1K	Hold	5	–	–	﹤0.01%	531
2021 Q3	$1K	Sell	5 -1,144	-100%	-$344K	﹤0.01%	503
2021 Q2	$358K	Buy	1,149 +304	+36%	+$91.5K	0.07%	149
2021 Q1	$254K	Hold	845	–	–	0.05%	146
2020 Q4	$242K	Buy	+845	New	+$215K	0.05%	192

Other funds holding IWO

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

Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 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

DADC

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

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

Destiny Wealth Partners sold out of iShares Russell 2000 Growth ETF (IWO) in Q2 2026, closing a stake of 170 shares — an estimated $53.3K sold.

Destiny Wealth Partners first reported a position in IWO in Q4 2020 and held it in 10 quarters. The position peaked at $358K in Q2 2021. 1,104 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

Destiny Wealth Partners reported no remaining iShares Russell 2000 Growth ETF position as of Q2 2026 after selling out during the quarter.
Destiny Wealth Partners sold 170 iShares Russell 2000 Growth ETF shares in Q2 2026, an estimated $53.3K.
Destiny Wealth Partners first reported a position in iShares Russell 2000 Growth ETF in Q4 2020 and held it in 10 quarters.
Destiny Wealth Partners's iShares Russell 2000 Growth ETF position peaked at $358K in Q2 2021.
1,104 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

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