Washington Trust Advisors, Inc.
Position in AOA — iShares Core 80/20 Aggressive Allocation ETF
CIK 1900099
WELLESLEY, MA
Position in AOA
as of Mar 31, 2026
· filed Apr 6, 2026
Position Value
$60,615
-$733 QoQ
Shares Held
685
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
9 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AOA Over Time
Shares Held
Position Value (USD)
All Filings in AOA
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $60,615 | 685 | Shares | Sole | 2026-04-06 | |
| 2025-12-31 | $61,348 | 685 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $60,375 | 685 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $57,129 | 685 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $52,861 | 691 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $52,937 | 691 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $54,526 | 691 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $51,672 | 691 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $50,760 | 691 | Shares | Sole | 2024-05-07 | |
| No filing history on record for this holder in this stock. | ||||||