Washington Trust Advisors’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Washington Trust Advisors’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	$66.9K	Hold	685	–	–	0.01%	338
2026 Q1	$60.6K	Hold	685	–	–	﹤0.01%	339
2025 Q4	$61.3K	Hold	685	–	–	﹤0.01%	339
2025 Q3	$60.4K	Hold	685	–	–	﹤0.01%	340
2025 Q2	$57.1K	Sell	685 -6	-0.9%	-$469	﹤0.01%	312
2025 Q1	$52.9K	Hold	691	–	–	﹤0.01%	319
2024 Q4	$52.9K	Hold	691	–	–	﹤0.01%	314
2024 Q3	$54.5K	Hold	691	–	–	﹤0.01%	312
2024 Q2	$51.7K	Hold	691	–	–	﹤0.01%	315
2024 Q1	$50.8K	Buy	+691	New	+$48.8K	﹤0.01%	315

Other funds holding AOA

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

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

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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

Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

Washington Trust Advisors's AOA Position: Q2 2026 in Review

Washington Trust Advisors held its iShares Core 80/20 Aggressive Allocation ETF (AOA) position steady in Q2 2026 at 685 shares worth $66.9K. The position accounts for 0.01% of the portfolio, ranked #338.

Washington Trust Advisors first reported a position in AOA in Q1 2024 and has held it in 10 quarters since. 422 funds tracked by Wall St. Rank hold AOA as of Q2 2026.

Washington Trust Advisors held 685 shares of iShares Core 80/20 Aggressive Allocation ETF worth $66.9K as of Q2 2026.
Washington Trust Advisors left its iShares Core 80/20 Aggressive Allocation ETF share count unchanged in Q2 2026.
iShares Core 80/20 Aggressive Allocation ETF made up 0.01% of Washington Trust Advisors's portfolio in Q2 2026, its #338 holding.
Washington Trust Advisors first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q1 2024 and has held it in 10 quarters since.
422 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q2 2026.

Based on Washington Trust Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.