Qube Research & Technologies (QRT)
IVOO icon

Qube Research & Technologies (QRT)’s Vanguard S&P Mid-Cap 400 ETF IVOO Stock Holding History

Qube Research & Technologies (QRT)’s Portfolio IVOO Stock Details IVOO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-2,290
Closed -$236K – 4275
2024
Q1 		$236K Buy
2,290
+564
+33% +$54.1K ﹤0.01% 2941
2023
Q4 		$162K Buy
1,726
+483
+39% +$41.5K ﹤0.01% 2901
2023
Q3 		$105K Buy
1,243
+449
+57% +$39.8K ﹤0.01% 2643
2023
Q2 		$202K Buy
+794
New +$66.9K ﹤0.01% 1772
2023
Q1 		– Sell
-522
Closed -$42.7K – 2781
2022
Q4 		$42.7K Buy
+522
New +$42.7K ﹤0.01% 2158
2022
Q3 		– Sell
-162
Closed -$12K – 2751
2022
Q2 		$12K Sell
162
-1,028
-86% -$85.9K ﹤0.01% 2313
2022
Q1 		$108K Sell
1,190
-1,410
-54% -$127K ﹤0.01% 2058
2021
Q4 		$249K Buy
2,600
+2,254
+651% +$212K ﹤0.01% 1881
2021
Q3 		$31K Buy
346
+310
+861% +$28.2K ﹤0.01% 1917
2021
Q2 		$3K Buy
+36
New +$3.29K ﹤0.01% 2166

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LMIM
Lockheed Martin Investment Management Bethesda, Maryland $2.73B AUM 28.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SIA
Soltis Investment Advisors St. George, Utah $1.59B AUM 23.87% 1-Year Est. Return
WAM
WNY Asset Management Williamsville, New York $967M AUM
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return