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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$29.2K	Buy	+200	New	+$29.7K	﹤0.01%	562
2023 Q4	–	Sell	-33,706	Closed	-$3.52M	–	167
2023 Q3	$3.52M	Sell	33,706 -1,323	-4%	-$146K	0.71%	47
2023 Q2	$3.99M	Sell	35,029 -726	-2%	-$76.5K	0.76%	43
2023 Q1	$3.8M	Buy	35,755 +2,060	+6%	+$225K	0.79%	40
2022 Q4	$3.55M	Buy	33,695 +1,771	+6%	+$186K	0.77%	43
2022 Q3	$3.07M	Sell	31,924 -128	-0.4%	-$13.7K	0.69%	49
2022 Q2	$3.26M	Buy	32,052 +1,428	+5%	+$160K	0.72%	46
2022 Q1	$3.66M	Buy	30,624 +29,515	+2,661%	+$3.48M	0.71%	47
2021 Q4	$136K	Hold	1,109	–	–	0.03%	206
2021 Q3	$126K	Sell	1,109 -2,367	-68%	-$274K	0.03%	200
2021 Q2	$400K	Buy	3,476 +1,994	+135%	+$229K	0.08%	133
2021 Q1	$162K	Hold	1,482	–	–	0.03%	174
2020 Q4	$144K	Buy	+1,482	New	+$134K	0.03%	226

Other funds holding IWS

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

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

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

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

Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $26B AUM

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

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

Destiny Wealth Partners opened a new position in iShares Russell Mid-Cap Value ETF (IWS) in Q1 2026: 200 shares worth $29.2K. The stake represents ﹤0.01% of the portfolio and ranks #562 among its holdings. This is a return to the name: Destiny Wealth Partners previously reported a position in IWS as recently as Q3 2023.

Destiny Wealth Partners first reported a position in IWS in Q4 2020 and has held it in 13 quarters since. The position peaked at $3.99M in Q2 2023. 988 funds tracked by Wall St. Rank hold IWS as of Q1 2026.

Destiny Wealth Partners held 200 shares of iShares Russell Mid-Cap Value ETF worth $29.2K as of Q1 2026.
iShares Russell Mid-Cap Value ETF was a new Destiny Wealth Partners position in Q1 2026.
iShares Russell Mid-Cap Value ETF made up ﹤0.01% of Destiny Wealth Partners's portfolio in Q1 2026, its #562 holding.
Destiny Wealth Partners first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2020 and has held it in 13 quarters since.
Destiny Wealth Partners's iShares Russell Mid-Cap Value ETF position peaked at $3.99M in Q2 2023.
988 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q1 2026.

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