WEALTH ADVISORS OF IOWA, LLC Holdings
WEALTH ADVISORS OF IOWA, LLC is an investment fund managing more than 107.06M US dollars. The largest holdings include ISHARES TR, SPDR Portfolio S&P 500 ETF and iShares Core S&P 500 ETF. In Q3 2022 the fund bought assets of total value of 21.51M US dollars and sold assets of total value of 113.44M US dollars.
WEALTH ADVISORS OF IOWA, LLC portfolio value:
$107.06M
portfolio value
WEALTH ADVISORS OF IOWA, LLC quarter portfolio value change:
-14.65%
quarter
WEALTH ADVISORS OF IOWA, LLC 1 year portfolio value change:
-38.14%
1 year
WEALTH ADVISORS OF IOWA, LLC portfolio changes
| Period | Buy | Sel |
|---|---|---|
| Q2 2020 | 25233000 | 19202000 |
| Q3 2020 | 50534000 | 37796000 |
| Q4 2020 | 51192000 | 35962000 |
| Q1 2021 | 73173000 | 55118000 |
| Q2 2021 | 15645000 | 4149000 |
| Q3 2021 | 77158000 | 84370000 |
| Q4 2021 | 5681000 | 7069000 |
| Q1 2022 | 85133000 | 68987000 |
| Q3 2022 | 21514094 | 113441569 |
WEALTH ADVISORS OF IOWA, LLC 13F holdings
| Stock |
|---|
| Portfolio share: 36.80% Portfolio value: 39.39M Avg. open price: N/A Current price: N/A P/L: N/A Bought +178.98% shares Q3 2022 |
| Portfolio share: 12.33% Portfolio value: 13.19M Avg. open price: $56 Current price: $47 P/L: -16.07% Sold -37.69% shares Q3 2022 |
| Portfolio share: 9.44% Portfolio value: 10.10M Avg. open price: $388.36 Current price: $401.35 P/L: +3.35% Sold -75.34% shares Q3 2022 |
| Portfolio share: 7.69% Portfolio value: 8.23M Avg. open price: $36.82 Current price: $40 P/L: +8.64% Bought +7.65% shares Q3 2022 |
| Portfolio share: 6.29% Portfolio value: 6.73M Avg. open price: $46.32 Current price: $43.08 P/L: -6.99% Bought +3.18% shares Q3 2022 |
| Portfolio share: 3.58% Portfolio value: 3.83M Avg. open price: $71.52 Current price: $72.63 P/L: +1.55% Sold -26.45% shares Q3 2022 |
| Portfolio share: 2.38% Portfolio value: 2.55M Avg. open price: $132.76 Current price: $146.61 P/L: +10.43% Bought +20.43% shares Q3 2022 |
| Portfolio share: 1.70% Portfolio value: 1.81M Avg. open price: $41.8 Current price: $87.63 P/L: +109.62% Sold -51.31% shares Q3 2022 |
| Portfolio share: 1.14% Portfolio value: 1.21M Avg. open price: N/A Current price: N/A P/L: N/A Sold -99.90% shares Q3 2022 |
| Portfolio share: 1.03% Portfolio value: 1.10M Avg. open price: $254.48 Current price: $250.2 P/L: -1.68% Bought +54.91% shares Q3 2022 |
| Portfolio share: 0.97% Portfolio value: 1.04M Avg. open price: $497.38 Current price: $488.66 P/L: -1.75% Bought +18.96% shares Q3 2022 |
| Portfolio share: 0.92% Portfolio value: 980K Avg. open price: $155.61 Current price: $91.02 P/L: -41.51% Bought +2829.73% shares Q3 2022 |
| Portfolio share: 0.91% Portfolio value: 977K Avg. open price: N/A Current price: $53.84 P/L: N/A Sold -86.54% shares Q3 2022 |
| Portfolio share: 0.90% Portfolio value: 960K Avg. open price: $113.37 Current price: $106.17 P/L: -6.35% Sold -39.04% shares Q3 2022 |
| Portfolio share: 0.88% Portfolio value: 946K Avg. open price: N/A Current price: N/A P/L: N/A Bought +118100.00% shares Q3 2022 |
| Portfolio share: 0.74% Portfolio value: 797K Avg. open price: $2,182.26 Current price: $99.87 P/L: -95.42% Bought +27.52% shares Q3 2022 |
| Portfolio share: 0.74% Portfolio value: 792K Avg. open price: N/A Current price: $28.9 P/L: N/A Sold -95.85% shares Q3 2022 |
| Portfolio share: 0.72% Portfolio value: 775K Avg. open price: $54.45 Current price: $37.07 P/L: -31.92% Sold -10.72% shares Q3 2022 |
| Portfolio share: 0.64% Portfolio value: 688K Avg. open price: $47.57 Current price: $47.19 P/L: -0.80% Sold -20.11% shares Q3 2022 |
| Portfolio share: 0.50% Portfolio value: 537K Avg. open price: $202.57 Current price: $213.68 P/L: +5.48% Bought +14.94% shares Q3 2022 |
| Portfolio share: 0.49% Portfolio value: 525K Avg. open price: $135.4 Current price: $147.41 P/L: +8.87% Bought +0.39% shares Q3 2022 |
| Portfolio share: 0.48% Portfolio value: 519K Avg. open price: $287.59 Current price: $228.45 P/L: -20.56% Bought +4.43% shares Q3 2022 |
| Portfolio share: 0.44% Portfolio value: 475K Avg. open price: $69.17 Current price: $80.7 P/L: +16.67% Bought +27.96% shares Q3 2022 |
| Portfolio share: 0.44% Portfolio value: 470K Avg. open price: $26.52 Current price: $18.75 P/L: -29.29% Bought +13.63% shares Q3 2022 |
| Portfolio share: 0.42% Portfolio value: 446K Avg. open price: $136.6 Current price: $95.93 P/L: -29.77% Bought +1.18% shares Q3 2022 |
| Portfolio share: 0.39% Portfolio value: 420K Avg. open price: $173.7 Current price: $178.78 P/L: +2.93% Bought +17.86% shares Q3 2022 |
| Portfolio share: 0.39% Portfolio value: 420K Avg. open price: $184.98 Current price: $230.65 P/L: +24.69% Bought +67.45% shares Q3 2022 |
| Portfolio share: 0.36% Portfolio value: 382K Avg. open price: $436.38 Current price: $334.28 P/L: -23.40% Bought +32.63% shares Q3 2022 |
| Portfolio share: 0.32% Portfolio value: 339K Avg. open price: $312.09 Current price: $320.08 P/L: +2.56% Bought +18.99% shares Q3 2022 |
| Portfolio share: 0.31% Portfolio value: 333K Avg. open price: $161.25 Current price: $122.43 P/L: -24.07% Bought +29.26% shares Q3 2022 |
| Portfolio share: 0.31% Portfolio value: 332K Avg. open price: N/A Current price: $5.2 P/L: N/A Sold -7.98% shares Q3 2022 |
| Portfolio share: 0.30% Portfolio value: 323K Avg. open price: $168.34 Current price: $183.12 P/L: +8.78% Bought +33.54% shares Q3 2022 |
| Portfolio share: 0.30% Portfolio value: 322K Avg. open price: $116.29 Current price: $131.37 P/L: +12.97% Bought +42.27% shares Q3 2022 |
| Portfolio share: 0.30% Portfolio value: 319K Avg. open price: $75.43 Current price: $103.55 P/L: +37.29% Bought +43.13% shares Q3 2022 |
| Portfolio share: 0.30% Portfolio value: 316K Avg. open price: $299.47 Current price: $436.89 P/L: +45.89% Bought +16.65% shares Q3 2022 |
| Portfolio share: 0.30% Portfolio value: 316K Avg. open price: N/A Current price: $74.33 P/L: N/A N/A Q3 2022 |
| Portfolio share: 0.28% Portfolio value: 302K Avg. open price: $2,178.19 Current price: $99.48 P/L: -95.43% Bought +51.73% shares Q3 2022 |
| Portfolio share: 0.27% Portfolio value: 292K Avg. open price: $20.44 Current price: $24.47 P/L: +19.71% Sold -71.23% shares Q3 2022 |
| Portfolio share: 0.26% Portfolio value: 283K Avg. open price: N/A Current price: $369.29 P/L: N/A N/A Q3 2022 |
| Portfolio share: 0.26% Portfolio value: 283K Avg. open price: $233.06 Current price: $254.86 P/L: +9.35% Bought +19.40% shares Q3 2022 |
| Portfolio share: 0.26% Portfolio value: 281K Avg. open price: $148.11 Current price: $162.04 P/L: +9.41% Sold -2.43% shares Q3 2022 |
| Portfolio share: 0.26% Portfolio value: 275K Avg. open price: $144.78 Current price: $176.56 P/L: +21.95% Bought +22.14% shares Q3 2022 |
| Portfolio share: 0.24% Portfolio value: 255K Avg. open price: $52.43 Current price: $50.73 P/L: -3.24% Bought +33.97% shares Q3 2022 |
| Portfolio share: 0.24% Portfolio value: 253K Avg. open price: $102.2 Current price: $109.62 P/L: +7.26% Bought +31.09% shares Q3 2022 |
| Portfolio share: 0.22% Portfolio value: 233K Avg. open price: $143.79 Current price: $149.09 P/L: +3.69% Bought +32.78% shares Q3 2022 |
| Portfolio share: 0.22% Portfolio value: 232K Avg. open price: $167.05 Current price: $164.39 P/L: -1.59% Sold -25.00% shares Q3 2022 |
| Portfolio share: 0.21% Portfolio value: 227K Avg. open price: $61.3 Current price: $106.85 P/L: +74.32% Sold -15.40% shares Q3 2022 |
| Portfolio share: 0.20% Portfolio value: 219K Avg. open price: $45.17 Current price: $38.79 P/L: -14.12% Bought +21.31% shares Q3 2022 |
| Portfolio share: 0.19% Portfolio value: 208K Avg. open price: $141.23 Current price: $154.93 P/L: +9.70% Bought +41.13% shares Q3 2022 |
| Portfolio share: 0.19% Portfolio value: 202K Avg. open price: $76.25 Current price: $110.01 P/L: +44.28% Sold -71.82% shares Q3 2022 |
| Portfolio share: 0.19% Portfolio value: 200K Avg. open price: N/A Current price: $271.59 P/L: N/A N/A Q3 2022 |
| Portfolio share: 0.13% Portfolio value: 136K Avg. open price: N/A Current price: $11.08 P/L: N/A Sold -83.18% shares Q3 2022 |
| Portfolio share: 0.11% Portfolio value: 114K Avg. open price: N/A Current price: $13.71 P/L: N/A N/A Q1 2022 |
| Portfolio share: 0.10% Portfolio value: 104K Avg. open price: N/A Current price: $5.17 P/L: N/A Sold -0.52% shares Q4 2021 |
| Portfolio share: 0.02% Portfolio value: 23K Avg. open price: N/A Current price: $1.86 P/L: N/A N/A Q3 2022 |
| Portfolio share: 0.00% Portfolio value: 0 Avg. open price: $15.8 Current price: $18.56 P/L: +17.47% Sold -100.00% shares Q3 2022 |
| Portfolio share: 0.00% Portfolio value: 0 Avg. open price: $38.67 Current price: $39.92 P/L: +3.22% Sold -100.00% shares Q3 2022 |
| Portfolio share: 0.00% Portfolio value: 0 Avg. open price: $57.47 Current price: $51.25 P/L: -10.83% Sold -100.00% shares Q3 2022 |
| Portfolio share: 0.00% Portfolio value: 0 Avg. open price: N/A Current price: $40.72 P/L: N/A Sold -100.00% shares Q3 2022 |
| Portfolio share: 0.00% Portfolio value: 0 Avg. open price: $2.64 Current price: $1.02 P/L: -61.36% Sold -100.00% shares Q3 2022 |
| Portfolio share: 0.00% Portfolio value: 0 Avg. open price: $37.18 Current price: $42.35 P/L: +13.90% Sold -100.00% shares Q3 2022 |
| Portfolio share: 0.00% Portfolio value: 0 Avg. open price: $12.22 Current price: $8.53 P/L: -30.18% Sold -100.00% shares Q3 2022 |
| Portfolio share: 0.00% Portfolio value: 0 Avg. open price: N/A Current price: $211.06 P/L: N/A Sold -100.00% shares Q3 2022 |
| Portfolio share: 0.00% Portfolio value: 0 Avg. open price: N/A Current price: $41.59 P/L: N/A Sold -100.00% shares Q3 2022 |
| Portfolio share: 0.00% Portfolio value: 0 Avg. open price: $26.38 Current price: $35 P/L: +32.66% Sold -100.00% shares Q3 2022 |
| Portfolio share: 0.00% Portfolio value: 0 Avg. open price: $61.34 Current price: $57.81 P/L: -5.75% Sold -100.00% shares Q3 2022 |
| Portfolio share: 0.00% Portfolio value: 0 Avg. open price: $30.9 Current price: $12.81 P/L: -58.54% Sold -100.00% shares Q3 2022 |
| Portfolio share: 0.00% Portfolio value: 0 Avg. open price: $200.6 Current price: $199.98 P/L: -0.31% Sold -100.00% shares Q3 2022 |
| Portfolio share: 0.00% Portfolio value: 0 Avg. open price: $140.74 Current price: $146.06 P/L: +3.78% Sold -100.00% shares Q3 2022 |
| Portfolio share: 0.00% Portfolio value: 0 Avg. open price: $122.33 Current price: $163.96 P/L: +34.03% Sold -100.00% shares Q3 2022 |
| Portfolio share: 0.00% Portfolio value: 0 Avg. open price: N/A Current price: $100.68 P/L: N/A Sold -100.00% shares Q3 2022 |
| Portfolio share: 0.00% Portfolio value: 0 Avg. open price: $188.93 Current price: $287.73 P/L: +52.29% Sold -100.00% shares Q3 2022 |
Showing TOP 72 WEALTH ADVISORS OF IOWA's 13F holdings.
Frequently Asked Questions (FAQ)
What is the biggest position of WEALTH ADVISORS OF IOWA, LLC?
The biggest position of the WEALTH ADVISORS OF IOWA, LLC is ISHARES TR () with 36.8% portfolio share worth of 39.4M US dollars.
Top 5 WEALTH ADVISORS OF IOWA's holdings represent 72.54% of the portfolio:
- ISHARES TR () – 36.8%
- SPDR Portfolio S&P 500 ETF (SPLG) – 12.33%
- iShares Core S&P 500 ETF (IVV) – 9.44%
- SPDR Portfolio S&P 500 Value ETF (SPYV) – 7.69%
- Vanguard Developed Markets Index Fund (VEA) – 6.29%
Who is the portfolio manager of WEALTH ADVISORS OF IOWA, LLC?
The portfolio manager of the WEALTH ADVISORS OF IOWA, LLC is .
What is the total asset value of the WEALTH ADVISORS OF IOWA, LLC portfolio?
WEALTH ADVISORS OF IOWA, LLC total asset value (portfolio value) is 107.06M US dollars.
Who is ?
is the portfolio manager of the WEALTH ADVISORS OF IOWA, LLC.
What is (WEALTH ADVISORS OF IOWA, LLC) fund performance?
WEALTH ADVISORS OF IOWA's quarterly performance is -14.65%, annualy -38.14%.
What is the WEALTH ADVISORS OF IOWA, LLC CIK?
WEALTH ADVISORS OF IOWA's Central Index Key is 0001803005 .