Destiny Wealth Partners’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-350	Closed	-$31K	–	228
2026 Q1	$31K	Buy	+350	New	+$31.9K	﹤0.01%	540
2023 Q1	–	Sell	-11	Closed	-$657	–	206
2022 Q4	$657	Hold	11	–	–	﹤0.01%	654
2022 Q3	$1K	Hold	11	–	–	﹤0.01%	546
2022 Q2	$1K	Hold	11	–	–	﹤0.01%	578
2022 Q1	$1K	Hold	11	–	–	﹤0.01%	508
2021 Q4	$1K	Hold	11	–	–	﹤0.01%	527
2021 Q3	$1K	Buy	+11	New	+$783	﹤0.01%	500
2021 Q2	–	Sell	-53	Closed	-$4K	–	200
2021 Q1	$4K	Sell	53 -5	-9%	-$330	﹤0.01%	465
2020 Q4	$4K	Buy	+58	New	+$3.55K	﹤0.01%	454

Other funds holding AOA

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

JSA

Jim Saulnier & Associates Fort Collins, Colorado $249M AUM 12.24% 1-Year Est. Return

EIG

Ellenbecker Investment Group Waukesha, Wisconsin $860M AUM 18.53% 1-Year Est. Return

FIA

Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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

Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

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

Destiny Wealth Partners sold out of iShares Core 80/20 Aggressive Allocation ETF (AOA) in Q2 2026, closing a stake of 350 shares — an estimated $31K sold.

Destiny Wealth Partners first reported a position in AOA in Q4 2020 and held it in 9 quarters. The position peaked at $31K in Q1 2026. 422 funds tracked by Wall St. Rank hold AOA as of Q2 2026.

Destiny Wealth Partners reported no remaining iShares Core 80/20 Aggressive Allocation ETF position as of Q2 2026 after selling out during the quarter.
Destiny Wealth Partners sold 350 iShares Core 80/20 Aggressive Allocation ETF shares in Q2 2026, an estimated $31K.
Destiny Wealth Partners first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q4 2020 and held it in 9 quarters.
Destiny Wealth Partners's iShares Core 80/20 Aggressive Allocation ETF position peaked at $31K in Q1 2026.
422 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q2 2026.

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