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

Destiny Wealth Partners’s Portfolio IWR Stock Details IWR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-6,893
Closed -$670K – 635
2026
Q1 		$670K Hold
6,893
– – 0.07% 124
2025
Q4 		$692K Sell
6,893
-699
-9% -$67.2K 0.08% 109
2025
Q3 		$733K Hold
7,592
– – 0.09% 103
2025
Q2 		$698K Sell
7,592
-20
-0.3% -$1.73K 0.09% 102
2025
Q1 		$648K Hold
7,612
– – 0.1% 97
2024
Q4 		$673K Buy
7,612
+1,249
+20% +$113K 0.11% 98
2024
Q3 		$561K Buy
6,363
+20
+0.3% +$1.69K 0.1% 99
2024
Q2 		$514K Buy
6,343
+1,972
+45% +$161K 0.09% 98
2024
Q1 		$368K Sell
4,371
-1,223
-22% -$96.9K 0.07% 111
2023
Q4 		$424K Hold
5,594
– – 0.08% 106
2023
Q3 		$387K Hold
5,594
– – 0.08% 111
2023
Q2 		$422K Hold
5,594
– – 0.08% 107
2023
Q1 		$391K Sell
5,594
-1,733
-24% -$122K 0.08% 109
2022
Q4 		$494K Buy
7,327
+11
+0.2% +$742 0.11% 100
2022
Q3 		$455K Hold
7,316
– – 0.1% 99
2022
Q2 		$473K Sell
7,316
-637
-8% -$45.3K 0.1% 93
2022
Q1 		$621K Sell
7,953
-55
-0.7% -$4.23K 0.12% 89
2021
Q4 		$665K Buy
8,008
+55
+0.7% +$4.51K 0.13% 94
2021
Q3 		$622K Buy
7,953
+208
+3% +$16.7K 0.12% 97
2021
Q2 		$614K Hold
7,745
– – 0.12% 109
2021
Q1 		$573K Buy
7,745
+479
+7% +$34.6K 0.12% 97
2020
Q4 		$498K Buy
+7,266
New +$463K 0.1% 101

Other funds holding IWR

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Destiny Wealth Partners sold out of iShares Russell Mid-Cap ETF (IWR) in Q2 2026, closing a stake of 6,893 shares — an estimated $670K sold.

Destiny Wealth Partners first reported a position in IWR in Q4 2020 and held it in 22 quarters. The position peaked at $733K in Q3 2025. 1,584 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

  • Destiny Wealth Partners reported no remaining iShares Russell Mid-Cap ETF position as of Q2 2026 after selling out during the quarter.
  • Destiny Wealth Partners sold 6,893 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $670K.
  • Destiny Wealth Partners first reported a position in iShares Russell Mid-Cap ETF in Q4 2020 and held it in 22 quarters.
  • Destiny Wealth Partners's iShares Russell Mid-Cap ETF position peaked at $733K in Q3 2025.
  • 1,584 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

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