Destiny Wealth Partners’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-1,802	Closed	-$252K	–	1150
2025 Q4	$252K	Hold	1,802	–	–	0.03%	187
2025 Q3	$257K	Buy	+1,802	New	+$255K	0.03%	179
2022 Q2	–	Sell	-1,258	Closed	-$126K	–	627
2022 Q1	$126K	Sell	1,258 -725	-37%	-$72.2K	0.02%	199
2021 Q4	$228K	Hold	1,983	–	–	0.04%	161
2021 Q3	$222K	Sell	1,983 -1,525	-43%	-$175K	0.04%	160
2021 Q2	$397K	Buy	3,508 +298	+9%	+$31.8K	0.08%	134
2021 Q1	$328K	Sell	3,210 -70	-2%	-$7.32K	0.07%	129
2020 Q4	$337K	Buy	+3,280	New	+$312K	0.07%	136

Other funds holding IWP

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

FCAS

First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

Destiny Wealth Partners sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q1 2026, closing a stake of 1,802 shares — an estimated $252K sold.

Destiny Wealth Partners first reported a position in IWP in Q4 2020 and held it in 8 quarters. The position peaked at $397K in Q2 2021. 1,171 funds tracked by Wall St. Rank hold IWP as of Q1 2026.

Destiny Wealth Partners reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q1 2026 after selling out during the quarter.
Destiny Wealth Partners sold 1,802 iShares Russell Mid-Cap Growth ETF shares in Q1 2026, an estimated $252K.
Destiny Wealth Partners first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2020 and held it in 8 quarters.
Destiny Wealth Partners's iShares Russell Mid-Cap Growth ETF position peaked at $397K in Q2 2021.
1,171 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2026.

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