Qube Research & Technologies (QRT)
AOM icon

Qube Research & Technologies (QRT)’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Qube Research & Technologies (QRT)’s Portfolio AOM Stock Details AOM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$239K Buy
4,796
+1,380
+40% +$67.8K ﹤0.01% 2844
2026
Q1 		$162K Buy
3,416
+1,913
+127% +$92.3K ﹤0.01% 2996
2025
Q4 		$71.7K Buy
1,503
+1,019
+211% +$48.7K ﹤0.01% 3242
2025
Q3 		$23K Buy
484
+129
+36% +$6K ﹤0.01% 3278
2025
Q2 		$16.3K Sell
355
-2,064
-85% -$91.2K ﹤0.01% 3276
2025
Q1 		$106K Buy
2,419
+1,870
+341% +$82.3K ﹤0.01% 2996
2024
Q4 		$23.8K Buy
549
+297
+118% +$13.2K ﹤0.01% 3170
2024
Q3 		$11.4K Sell
252
-83
-25% -$3.64K ﹤0.01% 3020
2024
Q2 		$14.4K Sell
335
-942
-74% -$39.9K ﹤0.01% 2927
2024
Q1 		$54.6K Sell
1,277
-3,254
-72% -$136K ﹤0.01% 3484
2023
Q4 		$188K Buy
4,531
+4,337
+2,236% +$172K ﹤0.01% 2811
2023
Q3 		$7.55K Sell
194
-17,912
-99% -$716K ﹤0.01% 3374
2023
Q2 		$1.73M Buy
18,106
+12,524
+224% +$500K 0.01% 1100
2023
Q1 		$222K Buy
+5,582
New +$219K ﹤0.01% 1893
2022
Q3 		– Sell
-2,741
Closed -$107K – 2483
2022
Q2 		$107K Sell
2,741
-23,622
-90% -$955K ﹤0.01% 1926
2022
Q1 		$1.13M Sell
26,363
-48,874
-65% -$2.13M 0.01% 1112
2021
Q4 		$3.42M Sell
75,237
-19,023
-20% -$862K 0.03% 669
2021
Q3 		$4.22M Sell
94,260
-2,975
-3% -$135K 0.05% 467
2021
Q2 		$4.38M Buy
97,235
+83,508
+608% +$3.72M 0.05% 449
2021
Q1 		$598K Sell
13,727
-175,223
-93% -$7.63M 0.01% 1075
2020
Q4 		$8.16M Sell
188,950
-36,688
-16% -$1.54M 0.12% 189
2020
Q3 		$9.26M Buy
225,638
+85,947
+62% +$3.52M 0.13% 185
2020
Q2 		$5.57M Buy
+139,691
New +$5.39M 0.08% 320
2020
Q1 		– Sell
-118
Closed -$5K – 1106
2019
Q4 		$5K Buy
+118
New +$4.67K ﹤0.01% 1504

Other funds holding AOM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
WFS
Weitzel Financial Services Dubuque, Iowa $294M AUM 17.77% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AA
AJ Advisors Nashville, Tennessee $322M AUM 22.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Qube Research & Technologies (QRT) increased its iShares Core Moderate Allocation ETF (AOM) stake by 40% in Q2 2026, buying an estimated $67.8K and bringing the position to 4,796 shares worth $239K. The position accounts for ﹤0.01% of the portfolio, ranked #2844.

Qube Research & Technologies (QRT) first reported a position in AOM in Q4 2019 and has held it in 24 quarters since. The position peaked at $9.26M in Q3 2020. 300 funds tracked by Wall St. Rank hold AOM as of Q2 2026.

  • Qube Research & Technologies (QRT) held 4,796 shares of iShares Core Moderate Allocation ETF worth $239K as of Q2 2026.
  • Qube Research & Technologies (QRT) bought 1,380 iShares Core Moderate Allocation ETF shares in Q2 2026, an estimated $67.8K.
  • iShares Core Moderate Allocation ETF made up ﹤0.01% of Qube Research & Technologies (QRT)'s portfolio in Q2 2026, its #2844 holding.
  • Qube Research & Technologies (QRT) first reported a position in iShares Core Moderate Allocation ETF in Q4 2019 and has held it in 24 quarters since.
  • Qube Research & Technologies (QRT)'s iShares Core Moderate Allocation ETF position peaked at $9.26M in Q3 2020.
  • 300 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q2 2026.

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