Destiny Wealth Partners’s iShares Russell 3000 ETF IWV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $756K | Buy |
+2,154
| New | +$756K | 0.1% | 97 |
|
|
2022
Q4 | – | Sell |
-50
| Closed | -$10K | – | 696 |
|
|
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 | +$13K | ﹤0.01% | 403 |
|
|
2021
Q2 | – | Sell |
-50
| Closed | -$12K | – | 344 |
|
|
2021
Q1 | $12K | Hold |
50
| – | – | ﹤0.01% | 396 |
|
|
2020
Q4 | $11K | Buy |
+50
| New | +$11K | ﹤0.01% | 402 |
|