$184 Million is the total value of Wealth Advisors of Iowa, LLC's 57 reported holdings in Q3 2021. The portfolio turnover from Q2 2021 to Q3 2021 was 21.1% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VEA | Sell | VANGUARD TAX-MANAGED INTL FDftse dev mkt etf | $12,706,000 | -42.7% | 251,645 | -41.6% | 6.91% | -40.3% |
| RSP | Sell | INVESCO EXCHANGE TRADED FD Ts&p 500 eql wgt | $7,367,000 | -66.4% | 49,041 | -66.3% | 4.01% | -65.0% |
| IUSV | Sell | ISHARES TRcore s&p us vlu | $6,354,000 | -56.9% | 89,654 | -56.2% | 3.46% | -55.1% |
| XLE | Sell | SELECT SECTOR SPDR TRenergy | $2,748,000 | -72.2% | 52,757 | -71.3% | 1.50% | -71.1% |
| IJH | Sell | ISHARES COREs&p mcp etf | $2,421,000 | -68.5% | 9,203 | -67.8% | 1.32% | -67.1% |
| IJR | Sell | ISHARES TRcore s&p scp etf | $2,321,000 | -70.5% | 21,257 | -69.5% | 1.26% | -69.3% |
| GOOG | Sell | ALPHABET INCcap stk cl c | $874,000 | +4.7% | 328 | -1.5% | 0.48% | +8.9% |
| T | Sell | AT&T INC | $827,000 | -31.1% | 30,606 | -26.7% | 0.45% | -28.2% |
| PFE | Sell | PFIZER INC | $484,000 | +4.5% | 11,244 | -4.8% | 0.26% | +8.7% |
| FB | Sell | FACEBOOK INCcl a | $426,000 | -12.7% | 1,254 | -10.7% | 0.23% | -9.0% |
| JPM | Sell | JPMORGAN CHASE & CO | $354,000 | -6.1% | 2,164 | -10.6% | 0.19% | -2.0% |
| DOW | Sell | DOW INC | $291,000 | -20.5% | 5,064 | -12.4% | 0.16% | -17.3% |
| GOOGL | Sell | ALPHABET INCcap stk cl a | $278,000 | +4.5% | 104 | -4.6% | 0.15% | +8.6% |
| JNJ | Sell | JOHNSON & JOHNSON | $275,000 | -16.7% | 1,705 | -15.0% | 0.15% | -12.8% |
| QQQ | Sell | INVESCO QQQ TRunit ser 1 | $206,000 | -5.9% | 574 | -7.3% | 0.11% | -1.8% |
| MJ | Exit | ETF MANAGERS TRetfmg altr hrvst | $0 | – | -11,200 | -100.0% | -0.12% | – |
| MSOS | Exit | ADVISORSHARES TRpure us cannabis | $0 | – | -6,000 | -100.0% | -0.12% | – |
| IEFA | Exit | ISHARES TRcore msci eafe | $0 | – | -141,551 | -100.0% | -5.53% | – |
| IEMG | Exit | ISHARES INCcore msci emkt | $0 | – | -333,890 | -100.0% | -11.67% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-11-09
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 15 | Q3 2023 | 51.8% |
| ISHARES TR | 15 | Q3 2023 | 28.4% |
| APPLE INC | 15 | Q3 2023 | 2.6% |
| ISHARES TR | 15 | Q3 2023 | 1.1% |
| BERKSHIRE HATHAWAY INC DEL | 15 | Q3 2023 | 1.1% |
| MICROSOFT CORP | 15 | Q3 2023 | 1.3% |
| BERKSHIRE HATHAWAY INC DEL | 15 | Q3 2023 | 0.9% |
| AMAZON COM INC | 15 | Q3 2023 | 0.9% |
| COSTCO WHSL CORP NEW | 15 | Q3 2023 | 1.0% |
| ALPHABET INC | 15 | Q3 2023 | 0.7% |
View Wealth Advisors of Iowa, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-07 |
| 13F-HR | 2024-02-08 |
| 13F-HR | 2023-11-07 |
| 13F-HR | 2023-07-25 |
| 13F-HR | 2023-05-09 |
| 13F-HR | 2023-02-10 |
| 13F-HR | 2022-11-15 |
| 13F-HR/A | 2022-07-28 |
| 13F-HR/A | 2022-07-28 |
| 13F-HR | 2022-07-27 |
View Wealth Advisors of Iowa, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.