Destiny Wealth Partners’s iShares Russell 3000 ETF IWV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-2,154	Closed	-$798K	–	637
2026 Q1	$798K	Hold	2,154	–	–	0.09%	111
2025 Q4	$850K	Hold	2,154	–	–	0.1%	98
2025 Q3	$816K	Hold	2,154	–	–	0.1%	97
2025 Q2	$756K	Buy	+2,154	New	+$700K	0.1%	97
2022 Q4	–	Sell	-50	Closed	-$10K	–	698
2022 Q3	$10K	Hold	50	–	–	﹤0.01%	423
2022 Q2	$11K	Hold	50	–	–	﹤0.01%	418
2022 Q1	$13K	Hold	50	–	–	﹤0.01%	411
2021 Q4	$14K	Hold	50	–	–	﹤0.01%	418
2021 Q3	$13K	Buy	+50	New	+$13.1K	﹤0.01%	403
2021 Q2	–	Sell	-50	Closed	-$12K	–	344
2021 Q1	$12K	Hold	50	–	–	﹤0.01%	396
2020 Q4	$11K	Buy	+50	New	+$10.5K	﹤0.01%	402

Other funds holding IWV

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

AFI

American Family Investments Madison, Wisconsin $5.54B AUM 1.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UMC

UNC Management Company Chapel Hill, North Carolina $2.07B AUM 21.32% 1-Year Est. Return

PWA

Pitcairn Wealth Advisors Conshohocken, Pennsylvania $913M AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Destiny Wealth Partners sold out of iShares Russell 3000 ETF (IWV) in Q2 2026, closing a stake of 2,154 shares — an estimated $798K sold.

Destiny Wealth Partners first reported a position in IWV in Q4 2020 and held it in 11 quarters. The position peaked at $850K in Q4 2025. 913 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

Destiny Wealth Partners reported no remaining iShares Russell 3000 ETF position as of Q2 2026 after selling out during the quarter.
Destiny Wealth Partners sold 2,154 iShares Russell 3000 ETF shares in Q2 2026, an estimated $798K.
Destiny Wealth Partners first reported a position in iShares Russell 3000 ETF in Q4 2020 and held it in 11 quarters.
Destiny Wealth Partners's iShares Russell 3000 ETF position peaked at $850K in Q4 2025.
913 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

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