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
Q2 		$20.1K Sell
206
-737
-78% -$70.3K ﹤0.01% 3218
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 $65.2B AUM 31.44% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AssetMark Inc
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

Qube Research & Technologies (QRT)'s AOA Position: Q2 2026 in Review

Qube Research & Technologies (QRT) reduced its iShares Core 80/20 Aggressive Allocation ETF (AOA) stake by 78% in Q2 2026, selling an estimated $70.3K and leaving 206 shares worth $20.1K. The position accounts for ﹤0.01% of the portfolio, ranked #3218.

Qube Research & Technologies (QRT) first reported a position in AOA in Q4 2025 and has held it in 3 quarters since. The position peaked at $83.4K in Q1 2026. 422 funds tracked by Wall St. Rank hold AOA as of Q2 2026.

  • Qube Research & Technologies (QRT) held 206 shares of iShares Core 80/20 Aggressive Allocation ETF worth $20.1K as of Q2 2026.
  • Qube Research & Technologies (QRT) sold 737 iShares Core 80/20 Aggressive Allocation ETF shares in Q2 2026, an estimated $70.3K.
  • iShares Core 80/20 Aggressive Allocation ETF made up ﹤0.01% of Qube Research & Technologies (QRT)'s portfolio in Q2 2026, its #3218 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 3 quarters since.
  • Qube Research & Technologies (QRT)'s iShares Core 80/20 Aggressive Allocation ETF position peaked at $83.4K in Q1 2026.
  • 422 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q2 2026.

Based on Qube Research & Technologies (QRT)'s 13F filing for Q2 2026, filed 14 Aug 2026.