Qube Research & Technologies (QRT)
AOA icon

Qube Research & Technologies (QRT)’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Qube Research & Technologies (QRT)’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
Q1 		$83.4K Buy
943
+734
+351% +$66.9K ﹤0.01% 3089
2025
Q4 		$18.7K Buy
+209
New +$18.6K ﹤0.01% 3391

Other funds holding AOA

Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
EIG
Ellenbecker Investment Group Waukesha, Wisconsin $743M AUM 15.2% 1-Year Est. Return
JSA
Jim Saulnier & Associates Fort Collins, Colorado $205M AUM 10.53% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Qube Research & Technologies (QRT)'s AOA Position: Q1 2026 in Review

Qube Research & Technologies (QRT) increased its iShares Core 80/20 Aggressive Allocation ETF (AOA) stake by 351% in Q1 2026, buying an estimated $66.9K and bringing the position to 943 shares worth $83.4K. The position accounts for ﹤0.01% of the portfolio, ranked #3089.

Qube Research & Technologies (QRT) first reported a position in AOA in Q4 2025 and has held it in 2 quarters since. 403 funds tracked by Wall St. Rank hold AOA as of Q1 2026.

  • Qube Research & Technologies (QRT) held 943 shares of iShares Core 80/20 Aggressive Allocation ETF worth $83.4K as of Q1 2026.
  • Qube Research & Technologies (QRT) bought 734 iShares Core 80/20 Aggressive Allocation ETF shares in Q1 2026, an estimated $66.9K.
  • iShares Core 80/20 Aggressive Allocation ETF made up ﹤0.01% of Qube Research & Technologies (QRT)'s portfolio in Q1 2026, its #3089 holding.
  • Qube Research & Technologies (QRT) first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q4 2025 and has held it in 2 quarters since.
  • 403 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q1 2026.

Based on Qube Research & Technologies (QRT)'s 13F filing for Q1 2026, filed 15 May 2026.