Destiny Wealth Partners’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$370K	Hold	5,754	–	–	0.04%	165
2025 Q4	$382K	Hold	5,754	–	–	0.04%	149
2025 Q3	$370K	Hold	5,754	–	–	0.05%	147
2025 Q2	$354K	Buy	+5,754	New	+$336K	0.05%	144
2023 Q1	–	Sell	-22	Closed	-$1.04K	–	208
2022 Q4	$1.04K	Hold	22	–	–	﹤0.01%	644
2022 Q3	$1K	Sell	22 -59	-73%	-$2.86K	﹤0.01%	548
2022 Q2	$4K	Sell	81 -3,303	-98%	-$166K	﹤0.01%	524
2022 Q1	$183K	Buy	3,384 +1,000	+42%	+$54.4K	0.04%	164
2021 Q4	$136K	Buy	2,384 +2,278	+2,149%	+$129K	0.03%	205
2021 Q3	$6K	Buy	+106	New	+$5.98K	﹤0.01%	445
2021 Q2	–	Sell	-121	Closed	-$6K	–	202
2021 Q1	$6K	Sell	121 -10	-8%	-$532	﹤0.01%	442
2020 Q4	$7K	Buy	+131	New	+$6.59K	﹤0.01%	429

Other funds holding AOR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

WAM

Worth Asset Management Dallas, Texas $313M AUM 37.93% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.18B AUM 18.43% 1-Year Est. Return

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

Aspiriant LLC Los Angeles, California $3.51B AUM 13.98% 1-Year Est. Return

CWA

Consilium Wealth Advisory Richardson, Texas $293M AUM 26.81% 1-Year Est. Return

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

Destiny Wealth Partners held its iShares Core 60/40 Balanced Allocation ETF (AOR) position steady in Q1 2026 at 5,754 shares worth $370K. The position accounts for 0.04% of the portfolio, ranked #165.

Destiny Wealth Partners first reported a position in AOR in Q4 2020 and has held it in 12 quarters since. The position peaked at $382K in Q4 2025. 407 funds tracked by Wall St. Rank hold AOR as of Q1 2026.

Destiny Wealth Partners held 5,754 shares of iShares Core 60/40 Balanced Allocation ETF worth $370K as of Q1 2026.
Destiny Wealth Partners left its iShares Core 60/40 Balanced Allocation ETF share count unchanged in Q1 2026.
iShares Core 60/40 Balanced Allocation ETF made up 0.04% of Destiny Wealth Partners's portfolio in Q1 2026, its #165 holding.
Destiny Wealth Partners first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q4 2020 and has held it in 12 quarters since.
Destiny Wealth Partners's iShares Core 60/40 Balanced Allocation ETF position peaked at $382K in Q4 2025.
407 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q1 2026.

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