Wealth Advisors of Iowa, LLC Portfolio Holdings
Q3 2025•83 long positions•$293.7M portfolio value
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Holding87 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
ETF ETF | $34.4M 11.7% | +$8.3M Bought | — 597.4K shares | 453.0K → 597.4K +$8.3M | +31.87% | — — | Q2 2023 Held for 2y 5m | |
ETF ETF | $28.3M 9.63% | -$244.5K Sold | — 149.2K shares | 150.5K → 149.2K −$244.5K | -0.86% | — — | Q3 2023 Held for 2y 2m | |
ETF ETF | $26.2M 8.92% | -$310.4K Sold | — 308.7K shares | 312.4K → 308.7K −$310.4K | -1.17% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $25.1M 8.56% | -$483.2K Sold | — 320.8K shares | 327.0K → 320.8K −$483.2K | -1.89% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $21.1M 7.2% | +$1.2M Bought | — 382.0K shares | 360.9K → 382.0K +$1.2M | +5.83% | — — | Q1 2022 Held for 3y 8m | |
ETF ETF | $18.4M 6.26% | -$119.1K Sold | — 193.4K shares | 194.6K → 193.4K −$119.1K | -0.64% | — — | Q1 2020 Held for 5y 8m | |
ETF ETF | $16.1M 5.48% | +$629.1K Bought | — 140.7K shares | 135.2K → 140.7K +$629.1K | +4.07% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $16.0M 5.45% | +$1.5M Bought | — 183.5K shares | 165.9K → 183.5K +$1.5M | +10.6% | — — | Q3 2024 Held for 1y 2m | |
ETF ETF | $14.2M 4.82% | +$9.9M Bought | — 207.7K shares | 63.1K → 207.7K +$9.9M | +229.22% | — — | Q2 2024 Held for 1y 5m | |
ETF ETF | $6.7M 2.29% | -$8.3M Sold | — 132.6K shares | 295.3K → 132.6K −$8.3M | -55.12% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $6.3M 2.13% | +$6.3M New | — 102.1K shares | 0 → 102.1K +$6.3M | New | — — | Q3 2025 Held for 2 months | |
ETF ETF | $5.8M 1.99% | -$12.0K Sold | — 8.7K shares | 8.7K → 8.7K −$12.0K | -0.21% | — — | Q2 2020 Held for 5y 5m | |
Consumer Electronics Technology | $5.4M 1.85% | +$54.5K Bought | 0.0% 21.3K shares | 21.1K → 21.3K +$54.5K | +1.01% | $3.78T Mega Cap | Q1 2020 Held for 5y 8m | |
ETF ETF | $4.9M 1.67% | +$626.2K Bought | — 46.9K shares | 40.9K → 46.9K +$626.2K | +14.64% | — — | Q1 2022 Held for 3y 8m | |
ETF ETF | $4.3M 1.48% | +$975.7K Bought | — 101.3K shares | 78.5K → 101.3K +$975.7K | +29.06% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $4.2M 1.43% | -$11.7M Sold | — 66.6K shares | 253.3K → 66.6K −$11.7M | -73.72% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $3.8M 1.28% | +$3.8M New | — 31.1K shares | 0 → 31.1K +$3.8M | New | — — | Q3 2025 Held for 2 months | |
Software - Infrastructure Technology | $2.6M 0.869% | +$113.4K Bought | 0.0% 4.9K shares | 4.7K → 4.9K +$113.4K | +4.65% | $3.85T Mega Cap | Q1 2020 Held for 5y 8m | |
ETF ETF | $2.5M 0.852% | -$54.8K Sold | — 25.0K shares | 25.6K → 25.0K −$54.8K | -2.14% | — — | Q3 2020 Held for 5y 2m | |
Insurance - Diversified Financial Services | $2.3M 0.77% | — | 0.0% 3.0 shares | — | — | $1.08T Mega Cap | Q1 2020 Held for 5y 8m | |
ETF ETF | $2.2M 0.736% | +$2.2M New | — 80.5K shares | 0 → 80.5K +$2.2M | New | — — | Q3 2025 Held for 2 months | |
Semiconductors Technology | $2.1M 0.708% | +$22.8K Bought | 0.0% 11.1K shares | 11.0K → 11.1K +$22.8K | +1.11% | $4.54T Mega Cap | Q4 2022 Held for 2y 11m | |
Specialty Retail Consumer Cyclical | $2.1M 0.701% | +$86.3K Bought | 0.0% 9.4K shares | 9.0K → 9.4K +$86.3K | +4.37% | $2.34T Mega Cap | Q1 2020 Held for 5y 8m | |
ETF ETF | $2.0M 0.679% | +$455.4K Bought | — 43.1K shares | 33.2K → 43.1K +$455.4K | +29.57% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $2.0M 0.671% | -$376.5K Sold | — 21.1K shares | 25.1K → 21.1K −$376.5K | -16.04% | — — | Q3 2024 Held for 1y 2m | |
Insurance - Diversified Financial Services | $1.9M 0.65% | +$93.5K Bought | 0.0% 3.8K shares | 3.6K → 3.8K +$93.5K | +5.15% | $1.08T Mega Cap | Q1 2020 Held for 5y 8m | |
Internet Content & Information Communication Services | $1.9M 0.642% | +$100.1K Bought | 0.0% 7.7K shares | 7.3K → 7.7K +$100.1K | +5.61% | $2.95T Mega Cap | Q1 2020 Held for 5y 8m | |
Discount Stores Consumer Defensive | $1.7M 0.593% | -$138.8K Sold | 0.0% 1.9K shares | 2.0K → 1.9K −$138.8K | -7.39% | $410.27B Mega Cap | Q1 2020 Held for 5y 8m | |
ETF ETF | $1.7M 0.577% | — | — 19.0K shares | — | — | — — | Q4 2020 Held for 4y 11m | |
ETF ETF | $1.5M 0.506% | -$366.9K Sold | — 31.8K shares | 39.6K → 31.8K −$366.9K | -19.78% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $1.3M 0.447% | +$1.3M New | — 13.6K shares | 0 → 13.6K +$1.3M | New | — — | Q3 2025 Held for 2 months | |
Specialty Retail Consumer Cyclical | $1.2M 0.424% | — | 0.006% 2.2K shares | — | — | $21.0B Large Cap | Q1 2022 Held for 3y 8m | |
ETF ETF | $1.1M 0.378% | -$49.9K Sold | — 2.3K shares | 2.4K → 2.3K −$49.9K | -4.3% | — — | Q1 2020 Held for 5y 8m | |
ETF ETF | $1.0M 0.346% | +$1.0M New | — 10.1K shares | 0 → 10.1K +$1.0M | New | — — | Q3 2025 Held for 2 months | |
Internet Content & Information Communication Services | $1.0M 0.342% | +$5.1K Bought | 0.0% 1.4K shares | 1.4K → 1.4K +$5.1K | +0.51% | $1.84T Mega Cap | Q1 2020 Held for 5y 8m | |
Banks - Diversified Financial Services | $1.0M 0.341% | -$7.6K Sold | 0.0% 3.2K shares | 3.2K → 3.2K −$7.6K | -0.75% | $867.35B Mega Cap | Q4 2020 Held for 4y 11m | |
ETF ETF | $975.9K 0.332% | +$975.9K Bought | — 10.6K shares | — | — | — — | Q3 2025 Held for 2 months | |
Financial - Credit Services Financial Services | $896.9K 0.305% | +$20.8K Bought | 0.0% 2.6K shares | 2.6K → 2.6K +$20.8K | +2.38% | $662.60B Mega Cap | Q1 2020 Held for 5y 8m | |
Unknown Unknown | $890.1K 0.303% | — | — 2.5K shares | — | — | — — | Q1 2024 Held for 1y 8m | |
ETF ETF | $883.5K 0.301% | -$52.9K Sold | — 8.3K shares | 8.8K → 8.3K −$52.9K | -5.65% | — — | Q1 2020 Held for 5y 8m | |
Internet Content & Information Communication Services | $863.8K 0.294% | +$74.9K Bought | 0.0% 3.6K shares | 3.2K → 3.6K +$74.9K | +9.49% | $2.95T Mega Cap | Q1 2021 Held for 4y 8m | |
Drug Manufacturers - General Healthcare | $781.4K 0.266% | -$10.7K Sold | 0.0% 1.0K shares | 1.0K → 1.0K −$10.7K | -1.35% | $684.00B Mega Cap | Q3 2022 Held for 3y 2m | |
Software - Application Technology | $693.7K 0.236% | -$26.8K Sold | 0.0% 2.9K shares | 3.0K → 2.9K −$26.8K | -3.72% | $225.62B Mega Cap | Q1 2023 Held for 2y 8m | |
Medical - Devices Healthcare | $656.5K 0.224% | +$1.1K Bought | 0.0% 1.8K shares | 1.8K → 1.8K +$1.1K | +0.17% | $141.33B Large Cap | Q1 2025 Held for 8 months | |
Agricultural - Machinery Industrials | $651.6K 0.222% | — | 0.001% 1.4K shares | — | — | $123.61B Large Cap | Q1 2022 Held for 3y 8m | |
Regulated Electric Utilities | $650.7K 0.222% | +$67.4 Bought | 0.004% 9.7K shares | 9.7K → 9.7K +$67.4 | +0.01% | $17.3B Large Cap | Q4 2023 Held for 1y 11m | |
Semiconductors Technology | $623.9K 0.212% | +$112.5K Bought | 0.0% 1.9K shares | 1.6K → 1.9K +$112.5K | +22.0% | $1.56T Mega Cap | Q3 2024 Held for 1y 2m | |
Unknown Unknown | $595.0K 0.203% | -$2.5M Sold | — 11.9K shares | 62.3K → 11.9K −$2.5M | -80.82% | — — | Q3 2024 Held for 1y 2m | |
Insurance - Property & Casualty Financial Services | $537.9K 0.183% | +$10.6K Bought | 0.002% 7.0K shares | 6.9K → 7.0K +$10.6K | +2.01% | $29.1B Large Cap | Q3 2022 Held for 3y 2m | |
ETF ETF | $504.1K 0.172% | — | — 840.0 shares | — | — | — — | Q2 2025 Held for 5 months |
