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 Q2	$393K	Sell	5,740 -14	-0.2%	-$953	0.06%	111
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 $6.73T AUM 46.02% 1-Year Est. Return

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

WAM

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

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

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

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

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

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

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

CWA

Consilium Wealth Advisory Richardson, Texas $337M AUM 37.76% 1-Year Est. Return

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

Destiny Wealth Partners reduced its iShares Core 60/40 Balanced Allocation ETF (AOR) stake by 0.24% in Q2 2026, selling an estimated $953 and leaving 5,740 shares worth $393K. The position accounts for 0.06% of the portfolio, ranked #111.

Destiny Wealth Partners first reported a position in AOR in Q4 2020 and has held it in 13 quarters since. 452 funds tracked by Wall St. Rank hold AOR as of Q2 2026.

Destiny Wealth Partners held 5,740 shares of iShares Core 60/40 Balanced Allocation ETF worth $393K as of Q2 2026.
Destiny Wealth Partners sold 14 iShares Core 60/40 Balanced Allocation ETF shares in Q2 2026, an estimated $953.
iShares Core 60/40 Balanced Allocation ETF made up 0.06% of Destiny Wealth Partners's portfolio in Q2 2026, its #111 holding.
Destiny Wealth Partners first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q4 2020 and has held it in 13 quarters since.
452 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q2 2026.

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