• 13F History

Wealth Advisors of Iowa, LLC

13F Filings History

Latest 13F report
Q4 2024 - Feb 11, 2025
Value $
$198M
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 64 stock holdings with total value $198M as of Q4 2024. Top holdings included RSP, SPLG, USMV, SPYV, and JEPI.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 64 $198M +$9.78M -$5.41M +$4.38M RSP, SPLG, USMV, SPYV, JEPI 13F-HR 2/11/2025, 12:20 PM
Q3 2024 69 $196M +$113M -$36.7M +$76M RSP, SPLG, USMV, SPYV, JEPI 13F-HR 11/12/2024, 09:18 AM
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 60 $142M +$27.1M -$26.5M +$585K SPLG, USMV, RSP, SPYV, SPDW 13F-HR 11/7/2023, 12:15 PM
Q2 2023 53 $135M +$20.7M -$12.2M +$8.55M SPLG, SPDW, USMV, SPYV, IVV 13F-HR 7/25/2023, 10:00 AM
Q1 2023 57 $128M +$28.5M -$21.2M +$7.28M USMV, SPDW, SPLG, SPYV, IVV 13F-HR 5/9/2023, 10:37 AM
Q4 2022 65 $122M +$23.3M -$16M +$7.39M USMV, SPLG, SPYV, SPDW, IVV 13F-HR 2/10/2023, 11:26 AM
Q3 2022 55 $107M USMV, SPLG, IVV, SPYV, VEA 13F-HR 11/15/2022, 09:53 AM
Q2 2022 53 $183M SPTS, IVV, SPLG, USMV, SPYV New Holdings 7/28/2022, 02:38 PM
Q2 2022 53 $183M SPTS, IVV, SPLG, USMV, SPYV New Holdings 7/28/2022, 02:38 PM
Q2 2022 60 $201M SPTS, IVV, SPLG, USMV, SPYD 13F-HR 7/27/2022, 10:33 AM
Q1 2022 59 $197M +$86.6M -$31.5M +$55.1M IVV, SPLG, SPTS, USMV, SPYD 13F-HR 5/10/2022, 03:01 PM
Q4 2021 59 $183M +$4.18M -$14.4M -$10.3M IVV, USMV, VGSH, VEA, IUSG 13F-HR 2/14/2022, 12:34 PM
Q3 2021 57 $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 51 $172M +$67.2M -$56.1M +$11.1M IEMG, VEA, RSP, IVV, IUSV 13F-HR 4/29/2021, 10:42 AM
Q4 2020 41 $161M +$45.9M -$33.6M +$12.3M VGSH, USMV, IVV, IEMG, IUSV 13F-HR 2/12/2021, 09:35 AM
Q3 2020 29 $143M +$48M -$12.9M +$35.1M VGSH, USMV, IVV, IUSV, GLD 13F-HR 10/28/2020, 12:16 PM
Q2 2020 29 $133M +$21.8M -$1.05B -$1.03B USMV, VGSH, QQQ, GLD, IJH 13F-HR 8/7/2020, 11:12 AM
Q1 2020 24 $125M USMV, VGSH, QQQ, EFAV, AGG 13F-HR 4/28/2020, 11:05 AM