Wealth Advisors of Iowa, LLC

13F Filings History

Latest 13F report
Q2 2024 - Aug 13, 2024
Value $
$106M
Signature - Title
Kellie Masters - Chief Compliance Officer
Location
West Des Moines, IA
Summary
This page shows a list of all the recent 13F filings made by Wealth Advisors of Iowa, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Wealth Advisors of Iowa, LLC reported 52 stock holdings with total value $106M as of Q2 2024. Top holdings included RSP, XLE, JEPI, SPEM, and AAPL.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q2 2024 52 $106M +$31.6M -$82.8M -$51.2M RSP, XLE, JEPI, SPEM, AAPL 13F-HR 8/13/2024, 10:16 AM
Q1 2024 63 $164M +$22.1M -$18.9M +$3.18M RSP, SPLG, SPYV, USMV, SPDW 13F-HR 5/7/2024, 02:28 PM
Q4 2023 59 $149M +$7.6M -$13.6M -$5.95M USMV, SPLG, RSP, SPYV, SPDW 13F-HR 2/8/2024, 11:12 AM
Q3 2023 59 $142M +$26.8M -$17.7M +$9.11M SPLG, USMV, RSP, SPYV, SPDW 13F-HR 11/7/2023, 12:15 PM
Q2 2023 59 $135M +$20.7M -$17.4M +$3.33M SPLG, SPDW, USMV, SPYV, IVV 13F-HR 7/25/2023, 10:00 AM
Q1 2023 57 $128M +$28.5M -$28M +$515K USMV, SPDW, SPLG, SPYV, IVV 13F-HR 5/9/2023, 10:37 AM
Q4 2022 65 $122M +$23.3M -$17.2M +$6.15M USMV, SPLG, SPYV, SPDW, IVV 13F-HR 2/10/2023, 12:26 PM
Q3 2022 55 $107M +$28.8M -$114M -$85.6M USMV, SPLG, IVV, SPYV, VEA 13F-HR 11/15/2022, 10:53 AM
Q2 2022 55 $183M $0 $0 SPTS, IVV, SPLG, USMV, SPYV New Holdings 7/28/2022, 02:38 PM
Q2 2022 55 $183M $0 $0 SPTS, IVV, SPLG, USMV, SPYV New Holdings 7/28/2022, 02:38 PM
Q2 2022 86 $201M $0 $0 SPTS, IVV, SPLG, USMV, SPYD 13F-HR 7/27/2022, 10:33 AM
Q1 2022 61 $197M +$86.6M -$65.5M +$21.1M IVV, SPLG, SPTS, USMV, SPYD 13F-HR 5/10/2022, 03:01 PM
Q4 2021 59 $183M +$4.18M -$19.4M -$15.2M IVV, USMV, VGSH, VEA, IUSG 13F-HR 2/14/2022, 01:34 PM
Q3 2021 58 $183M +$77.6M -$82.9M -$5.3M IVV, USMV, VGSH, VEA, IUSG 13F-HR 11/9/2021, 11:41 AM
Q2 2021 54 $192M +$8.5M -$6.17M +$2.33M IEMG, VEA, RSP, IVV, IUSV 13F-HR 7/26/2021, 09:35 AM
Q1 2021 52 $172M +$67.2M -$56.1M +$11.1M IEMG, VEA, RSP, IVV, IUSV 13F-HR 4/29/2021, 10:42 AM
Q4 2020 41 $161M +$42.5M -$40.3M +$2.12M VGSH, USMV, IVV, IEMG, IUSV 13F-HR 2/12/2021, 10:35 AM
Q3 2020 31 $143M +$48M -$33.9M +$14.1M VGSH, USMV, IVV, IUSV, GLD 13F-HR 10/28/2020, 12:16 PM
Q2 2020 29 $133M +$21.1M -$28.1M -$7.01M USMV, VGSH, QQQ, GLD, IJH 13F-HR 8/7/2020, 11:12 AM
Q1 2020 26 $125M $0 $0 USMV, VGSH, QQQ, EFAV, AGG 13F-HR 4/28/2020, 11:05 AM