Destiny Wealth Partners’s iShares Russell Mid-Cap ETF IWR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $733K | Hold |
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|
2025
Q2 | $698K | Sell |
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|
2025
Q1 | $648K | Hold |
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|
2024
Q4 | $673K | Buy |
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|
2024
Q3 | $561K | Buy |
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|
2024
Q2 | $514K | Buy |
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|
2024
Q1 | $368K | Sell |
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|
2023
Q4 | $424K | Hold |
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|
2023
Q3 | $387K | Hold |
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|
2023
Q2 | $422K | Hold |
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|
2023
Q1 | $391K | Sell |
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|
2022
Q4 | $494K | Buy |
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|
2022
Q3 | $455K | Hold |
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|
2022
Q2 | $473K | Sell |
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|
2022
Q1 | $621K | Sell |
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|
2021
Q4 | $665K | Buy |
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|
2021
Q3 | $622K | Buy |
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|
2021
Q2 | $614K | Hold |
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|
2021
Q1 | $573K | Buy |
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|
2020
Q4 | $498K | Buy |
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