DWP
Destiny Wealth Partners’s iShares Russell Mid-Cap ETF IWR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $698K | Sell |
7,592
-20
| -0.3% | -$1.84K | 0.09% | 102 |
|
|
2025
Q1 | $648K | Hold |
7,612
| – | – | 0.1% | 97 |
|
|
2024
Q4 | $673K | Buy |
7,612
+1,249
| +20% | +$110K | 0.11% | 98 |
|
|
2024
Q3 | $561K | Buy |
6,363
+20
| +0.3% | +$1.76K | 0.1% | 99 |
|
|
2024
Q2 | $514K | Buy |
6,343
+1,972
| +45% | +$160K | 0.09% | 98 |
|
|
2024
Q1 | $368K | Sell |
4,371
-1,223
| -22% | -$103K | 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% | -$121K | 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% | -$41.2K | 0.1% | 93 |
|
|
2022
Q1 | $621K | Sell |
7,953
-55
| -0.7% | -$4.3K | 0.12% | 89 |
|
|
2021
Q4 | $665K | Buy |
8,008
+55
| +0.7% | +$4.57K | 0.13% | 94 |
|
|
2021
Q3 | $622K | Buy |
7,953
+208
| +3% | +$16.3K | 0.12% | 97 |
|
|
2021
Q2 | $614K | Hold |
7,745
| – | – | 0.12% | 109 |
|
|
2021
Q1 | $573K | Buy |
7,745
+479
| +7% | +$35.4K | 0.12% | 97 |
|
|
2020
Q4 | $498K | Buy |
+7,266
| New | +$498K | 0.1% | 101 |
|