Destiny Wealth Partners, LLC Ishares Russell Mid Cap ETF Transaction History

Destiny Wealth Partners, LLC

  • $759 Million
  • Q3 2025

A detailed history of Destiny Wealth Partners, LLC transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Destiny Wealth Partners, LLC holds 7,592 shares of IWR stock, worth $718,355. This represents 0.1% of its overall portfolio holdings.

Number of Shares
7,592
Previous 7,592 -0.0%
Holding current value
$718,355
Previous $698,000 5.01%
% of portfolio
0.1%
Previous 0.1%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 16, 2025
SELL
$74.88 - $91.97 $1,497 - $1,839
-20 Reduced 0.26%
7,592 $698,000
Q4 2024

Jan 23, 2025
BUY
$87.25 - $95.52 $108,975 - $119,304
1,249 Added 19.63%
7,612 $672,000
Q3 2024

Oct 15, 2024
BUY
$79.92 - $88.19 $1,598 - $1,763
20 Added 0.32%
6,363 $560,000
Q2 2024

Jul 25, 2024
BUY
$78.66 - $83.59 $155,117 - $164,839
1,972 Added 45.12%
6,343 $514,000
Q1 2024

Apr 09, 2024
SELL
$75.37 - $84.09 $92,177 - $102,842
-1,223 Reduced 21.86%
4,371 $367,000
Q1 2023

Apr 26, 2023
SELL
$66.27 - $75.04 $114,845 - $130,044
-1,733 Reduced 23.65%
5,594 $391,000
Q4 2022

Jan 26, 2023
BUY
$62.09 - $71.89 $682 - $790
11 Added 0.15%
7,327 $0
Q2 2022

Jul 15, 2022
SELL
$62.75 - $78.76 $39,971 - $50,170
-637 Reduced 8.01%
7,316 $473,000
Q1 2022

Apr 21, 2022
SELL
$72.29 - $82.89 $3,975 - $4,558
-55 Reduced 0.69%
7,953 $621,000
Q4 2021

Jan 20, 2022
BUY
$78.41 - $85.28 $4,312 - $4,690
55 Added 0.69%
8,008 $665,000
Q3 2021

Oct 28, 2021
BUY
$76.44 - $82.59 $15,899 - $17,178
208 Added 2.69%
7,953 $622,000
Q1 2021

Apr 22, 2021
BUY
$67.45 - $75.68 $32,308 - $36,250
479 Added 6.59%
7,745 $573,000
Q4 2020

Feb 05, 2021
BUY
$57.75 - $68.61 $419,611 - $498,520
7,266 New
7,266 $498,000

Others Institutions Holding IWR

# of Institutions
1,644
Shares Held
391M
Call Options Held
208K
Put Options Held
28.7K
View Full List

About ISHARES RUSSELL MID-CAP ETF

IWR Quotes by TradingView
  • Ticker IWR
  • Sector ETFs
  • Industry ETFs
More about IWR
Track This Portfolio

Track Destiny Wealth Partners, LLC Portfolio

Follow Destiny Wealth Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Destiny Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Destiny Wealth Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email