Wealth Advisors of Iowa, LLC historic quarter change: USA ETF, Reduced
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), over 10 quarters from 2023-12-31 to 2026-06-30, Wealth Advisors of Iowa, LLC opened 76 positions, added to 109, reduced 87 and sold out of 52.
- Q2 2026: Stock RSP; Country of operation —; Class S&P500 EQL WGT; Shares before 149,294.
- Q2 2026: Stock MINT; Country of operation —; Class ENHAN SHRT MA AC; Shares before 38,595.
- Q2 2026: Stock QINT; Country of operation —; Class QUALITY DIVRSFED; Shares before 92,800.
- Q2 2026: Stock FENI; Country of operation —; Class ENHANCED INTL; Shares before 36,318.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1803005), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-30); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-13); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-05); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-14); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-12); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-12); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-11); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-12); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-13); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-07). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2020-03-31.
| Quarter | Stock | Country of operation | Class | Shares before | Shares after | Share change | Value before | Value after | Value change | Filed |
|---|
| Q2 2026 | RSP
INVESCO EXCHANGE TRADED FD T | | S&P500 EQL WGT | 149,294 | 146,535 | -2,759 | $28,652,412 | $31,178,217 | +$2,525,805 | 2026-07-30 |
|---|
| Q2 2026 | MINT
PIMCO ETF TR | | ENHAN SHRT MA AC | 38,595 | 25,312 | -13,283 | $3,881,499 | $2,551,703 | -$1,329,796 | 2026-07-30 |
|---|
| Q2 2026 | QINT
AMERICAN CENTY ETF TR | | QUALITY DIVRSFED | 92,800 | 68,685 | -24,115 | $6,072,783 | $4,768,681 | -$1,304,102 | 2026-07-30 |
|---|
| Q2 2026 | FENI
FIDELITY COVINGTON TRUST | | ENHANCED INTL | 36,318 | 12,805 | -23,513 | $1,351,037 | $513,865 | -$837,172 | 2026-07-30 |
|---|
| Q2 2026 | IVV
ISHARES TR | | CORE S&P500 ETF | 7,931 | 7,630 | -301 | $5,180,811 | $5,713,929 | +$533,118 | 2026-07-30 |
|---|
| Q2 2026 | EFAV
ISHARES TR | | MSCI EAFE MIN VL | 53,459 | 51,015 | -2,444 | $4,884,506 | $4,474,509 | -$409,997 | 2026-07-30 |
|---|
| Q2 2026 | JQUA
J P MORGAN EXCHANGE TRADED F | | US QUALTY FCTR | 41,853 | 40,462 | -1,391 | $2,566,420 | $2,924,574 | +$358,154 | 2026-07-30 |
|---|
| Q2 2026 | USMC
PRINCIPAL EXCHANGE TRADED FD | | US MEGA CP ETF | 61,659 | 56,564 | -5,095 | $3,965,425 | $4,192,885 | +$227,460 | 2026-07-30 |
|---|
| Q2 2026 | IUSV
ISHARES TR | | CORE S&P US VLU | 24,966 | 23,953 | -1,013 | $2,552,823 | $2,638,387 | +$85,564 | 2026-07-30 |
|---|
| Q2 2026 | QGRO
AMERICAN CENTY ETF TR | | US QUALITY GROW | 3,179 | 2,373 | -806 | $333,928 | $280,099 | -$53,829 | 2026-07-30 |
|---|
| Q2 2026 | VEA
VANGUARD TAX-MANAGED FDS | | VAN FTSE DEV MKT | 7,438 | 7,126 | -312 | $476,633 | $507,712 | +$31,079 | 2026-07-30 |
|---|
| Q2 2026 | PMBS
PIMCO ETF TR | | MTG BKD SECS ACT | 16,833 | 16,500 | -333 | $834,917 | $814,770 | -$20,147 | 2026-07-30 |
|---|
| Q2 2026 | BSCQ
INVESCO EXCH TRD SLF IDX FD | | BULSHS 2026 CB | 14,008 | 13,715 | -293 | $273,580 | $267,789 | -$5,791 | 2026-07-30 |
|---|
| Q1 2026 | QGRO
AMERICAN CENTY ETF TR | | US QUALITY GROW | 137,853 | 3,179 | -134,674 | $15,786,883 | $333,928 | -$15,452,955 | 2026-05-13 |
|---|
| Q1 2026 | USMC
PRINCIPAL EXCHANGE TRADED FD | | US MEGA CP ETF | 205,062 | 61,659 | -143,403 | $14,036,509 | $3,965,425 | -$10,071,084 | 2026-05-13 |
|---|
| Q1 2026 | QINT
AMERICAN CENTY ETF TR | | QUALITY DIVRSFED | 130,578 | 92,800 | -37,778 | $8,384,439 | $6,072,783 | -$2,311,656 | 2026-05-13 |
|---|
| Q1 2026 | JQUA
J P MORGAN EXCHANGE TRADED F | | US QUALTY FCTR | 65,337 | 41,853 | -23,484 | $4,128,008 | $2,566,420 | -$1,561,588 | 2026-05-13 |
|---|
| Q1 2026 | SPYM
SPDR SERIES TRUST | United States | STATE STREET SPD | 320,790 | 320,506 | -284 | $25,733,767 | $24,531,524 | -$1,202,243 | 2026-05-13 |
|---|
| Q1 2026 | XLU
SELECT SECTOR SPDR TR | | STATE STREET UTI | 377,695 | 369,793 | -7,902 | $16,123,800 | $16,969,804 | +$846,004 | 2026-05-13 |
|---|
| Q1 2026 | IVV
ISHARES TR | | CORE S&P500 ETF | 8,719 | 7,931 | -788 | $5,972,027 | $5,180,811 | -$791,216 | 2026-05-13 |
|---|
| Q1 2026 | BILS
SPDR SERIES TRUST | | STATE STREET SPD | 5,067 | 2,778 | -2,289 | $502,749 | $276,245 | -$226,504 | 2026-05-13 |
|---|
| Q1 2026 | XLE
SELECT SECTOR SPDR TR | | STATE STREET ENE | 37,844 | 25,343 | -12,501 | $1,692,024 | $1,552,504 | -$139,520 | 2026-05-13 |
|---|
| Q1 2026 | BSCQ
INVESCO EXCH TRD SLF IDX FD | | BULSHS 2026 CB | 18,513 | 14,008 | -4,505 | $362,392 | $273,580 | -$88,812 | 2026-05-13 |
|---|
| Q1 2026 | RSP
INVESCO EXCHANGE TRADED FD T | | S&P500 EQL WGT | 149,982 | 149,294 | -688 | $28,730,650 | $28,652,412 | -$78,238 | 2026-05-13 |
|---|
| Q1 2026 | EFAV
ISHARES TR | | MSCI EAFE MIN VL | 57,007 | 53,459 | -3,548 | $4,916,810 | $4,884,506 | -$32,304 | 2026-05-13 |
|---|
| Q1 2026 | IUSV
ISHARES TR | | CORE S&P US VLU | 25,057 | 24,966 | -91 | $2,569,329 | $2,552,823 | -$16,506 | 2026-05-13 |
|---|
| Q1 2026 | BSCR
INVESCO EXCH TRD SLF IDX FD | | BULSHS 2027 CB | 13,888 | 13,735 | -153 | $274,153 | $269,552 | -$4,601 | 2026-05-13 |
|---|
| Q4 2025 | EFAV
ISHARES TR | | MSCI EAFE MIN VL | 308,736 | 57,007 | -251,729 | $26,190,083 | $4,916,810 | -$21,273,273 | 2026-02-05 |
|---|
| Q4 2025 | JPST
J P MORGAN EXCHANGE TRADED F | | ULTRA SHRT ETF | 132,555 | 99,858 | -32,697 | $6,724,513 | $5,051,806 | -$1,672,707 | 2026-02-05 |
|---|
| Q4 2025 | QGRO
AMERICAN CENTY ETF TR | | US QUALITY GROW | 140,706 | 137,853 | -2,853 | $16,096,782 | $15,786,883 | -$309,899 | 2026-02-05 |
|---|
| Q4 2025 | PULS
PGIM ETF TR | | PGIM ULTRA SH BD | 11,940 | 7,445 | -4,495 | $594,953 | $369,210 | -$225,743 | 2026-02-05 |
|---|
| Q4 2025 | IVV
ISHARES TR | | CORE S&P500 ETF | 8,725 | 8,719 | -6 | $5,839,892 | $5,972,027 | +$132,135 | 2026-02-05 |
|---|
| Q4 2025 | USMC
PRINCIPAL EXCHANGE TRADED FD | | US MEGA CP ETF | 207,662 | 205,062 | -2,600 | $14,156,942 | $14,036,509 | -$120,433 | 2026-02-05 |
|---|
| Q4 2025 | JQUA
J P MORGAN EXCHANGE TRADED F | | US QUALTY FCTR | 66,568 | 65,337 | -1,231 | $4,187,810 | $4,128,008 | -$59,802 | 2026-02-05 |
|---|
| Q4 2025 | BSCR
INVESCO EXCH TRD SLF IDX FD | | BULSHS 2027 CB | 14,186 | 13,888 | -298 | $279,616 | $274,153 | -$5,463 | 2026-02-05 |
|---|
| Q3 2025 | JQUA
J P MORGAN EXCHANGE TRADED F | | US QUALTY FCTR | 253,334 | 66,568 | -186,766 | $15,212,715 | $4,187,810 | -$11,024,905 | 2025-11-14 |
|---|
| Q3 2025 | JPST
J P MORGAN EXCHANGE TRADED F | | ULTRA SHRT ETF | 295,328 | 132,555 | -162,773 | $14,967,242 | $6,724,513 | -$8,242,729 | 2025-11-14 |
|---|
| Q3 2025 | PULS
PGIM ETF TR | | PGIM ULTRA SH BD | 62,256 | 11,940 | -50,316 | $3,097,853 | $594,953 | -$2,502,900 | 2025-11-14 |
|---|
| Q3 2025 | SPYM
SPDR SERIES TRUST | United States | PORTFOLIO S&P500 | 326,972 | 320,804 | -6,168 | $23,767,574 | $25,131,747 | +$1,364,173 | 2025-11-14 |
|---|
| Q3 2025 | RSP
INVESCO EXCHANGE TRADED FD T | | S&P500 EQL WGT | 150,461 | 149,172 | -1,289 | $27,344,765 | $28,297,866 | +$953,101 | 2025-11-14 |
|---|
| Q3 2025 | BILS
SPDR SERIES TRUST | | BLOOMBERG 3-12 M | 9,811 | 2,496 | -7,315 | $975,506 | $248,401 | -$727,105 | 2025-11-14 |
|---|
| Q3 2025 | IVV
ISHARES TR | | CORE S&P500 ETF | 8,743 | 8,725 | -18 | $5,428,598 | $5,839,892 | +$411,294 | 2025-11-14 |
|---|
| Q3 2025 | BOND
PIMCO ETF TR | | ACTIVE BD ETF | 25,142 | 21,109 | -4,033 | $2,317,567 | $1,970,512 | -$347,055 | 2025-11-14 |
|---|
| Q3 2025 | SPEM
SPDR INDEX SHS FDS | | PORTFOLIO EMG MK | 39,618 | 31,780 | -7,838 | $1,693,264 | $1,487,605 | -$205,659 | 2025-11-14 |
|---|
| Q3 2025 | USMV
ISHARES TR | | MSCI USA MIN VOL | 194,616 | 193,364 | -1,252 | $18,268,589 | $18,396,659 | +$128,070 | 2025-11-14 |
|---|
| Q3 2025 | IUSV
ISHARES TR | | CORE S&P US VLU | 25,592 | 25,044 | -548 | $2,421,754 | $2,503,099 | +$81,345 | 2025-11-14 |
|---|
| Q3 2025 | EFAV
ISHARES TR | | MSCI EAFE MIN VL | 312,395 | 308,736 | -3,659 | $26,259,935 | $26,190,083 | -$69,852 | 2025-11-14 |
|---|
| Q3 2025 | VUG
VANGUARD INDEX FDS | | GROWTH ETF | 2,419 | 2,315 | -104 | $1,060,510 | $1,110,442 | +$49,932 | 2025-11-14 |
|---|
| Q3 2025 | MUB
ISHARES TR | | NATIONAL MUN ETF | 8,793 | 8,296 | -497 | $918,664 | $883,470 | -$35,194 | 2025-11-14 |
|---|
| Q3 2025 | BSCQ
INVESCO EXCH TRD SLF IDX FD | | BULSHS 2026 CB | 18,600 | 18,102 | -498 | $363,065 | $354,079 | -$8,986 | 2025-11-14 |
|---|
| Q3 2025 | BSCR
INVESCO EXCH TRD SLF IDX FD | | BULSHS 2027 CB | 14,629 | 14,186 | -443 | $287,443 | $279,616 | -$7,827 | 2025-11-14 |
|---|
| Q2 2025 | RSP
INVESCO EXCHANGE TRADED FD T | | S&P500 EQL WGT | 229,611 | 150,461 | -79,150 | $39,775,436 | $27,344,765 | -$12,430,671 | 2025-08-12 |
|---|
| Q2 2025 | JPST
J P MORGAN EXCHANGE TRADED F | | ULTRA SHRT ETF | 530,755 | 295,328 | -235,427 | $26,872,147 | $14,967,242 | -$11,904,905 | 2025-08-12 |
|---|
| Q2 2025 | SPYM
SPDR SERIES TRUST | United States | PORTFOLIO S&P500 | 329,486 | 326,972 | -2,514 | $21,666,992 | $23,767,574 | +$2,100,582 | 2025-08-12 |
|---|
| Q2 2025 | IVV
ISHARES TR | | CORE S&P500 ETF | 8,761 | 8,743 | -18 | $4,922,699 | $5,428,598 | +$505,899 | 2025-08-12 |
|---|
| Q2 2025 | XLE
SELECT SECTOR SPDR TR | | ENERGY | 20,358 | 18,958 | -1,400 | $1,902,456 | $1,607,828 | -$294,628 | 2025-08-12 |
|---|
| Q2 2025 | BOND
PIMCO ETF TR | | ACTIVE BD ETF | 26,359 | 25,142 | -1,217 | $2,437,428 | $2,317,567 | -$119,861 | 2025-08-12 |
|---|
| Q2 2025 | CGMS
CAPITAL GRP FIXED INCM ETF T | | US MULTI-SECTOR | 20,255 | 16,918 | -3,337 | $552,965 | $467,270 | -$85,695 | 2025-08-12 |
|---|
| Q2 2025 | MUB
ISHARES TR | | NATIONAL MUN ETF | 9,486 | 8,793 | -693 | $1,000,230 | $918,664 | -$81,566 | 2025-08-12 |
|---|
| Q2 2025 | USMV
ISHARES TR | | MSCI USA MIN VOL | 195,803 | 194,616 | -1,187 | $18,338,946 | $18,268,589 | -$70,357 | 2025-08-12 |
|---|
| Q1 2025 | SPDW
SPDR INDEX SHS FDS | | PORTFOLIO DEVLPD | 350,881 | 71,561 | -279,320 | $11,975,560 | $2,605,532 | -$9,370,028 | 2025-05-12 |
|---|
| Q1 2025 | JEPQ
J P MORGAN EXCHANGE TRADED F | | NASDAQ EQT PREM | 137,091 | 71,229 | -65,862 | $7,729,218 | $3,688,234 | -$4,040,984 | 2025-05-12 |
|---|
| Q1 2025 | IVV
ISHARES TR | | CORE S&P500 ETF | 12,172 | 8,761 | -3,411 | $7,165,153 | $4,922,699 | -$2,242,454 | 2025-05-12 |
|---|
| Q1 2025 | SPYG
SPDR SER TR | | PRTFLO S&P500 GW | 53,468 | 38,187 | -15,281 | $4,699,822 | $3,069,069 | -$1,630,753 | 2025-05-12 |
|---|
| Q1 2025 | SPYM
SPDR SER TR | United States | PORTFOLIO S&P500 | 337,299 | 329,486 | -7,813 | $23,253,396 | $21,666,992 | -$1,586,404 | 2025-05-12 |
|---|
| Q1 2025 | USMC
PRINCIPAL EXCHANGE TRADED FD | | US MEGA CP ETF | 41,501 | 33,979 | -7,522 | $2,491,320 | $1,929,328 | -$561,992 | 2025-05-12 |
|---|
| Q1 2025 | DFUV
DIMENSIONAL ETF TRUST | | US MKTWIDE VALUE | 5,986 | 4,986 | -1,000 | $244,947 | $205,473 | -$39,474 | 2025-05-12 |
|---|
| Q1 2025 | MSOS
ADVISORSHARES TR | | PURE US CANNABIS | 14,020 | 10,020 | -4,000 | $53,416 | $26,152 | -$27,264 | 2025-05-12 |
|---|
| Q4 2024 | USMV
ISHARES TR | | MSCI USA MIN VOL | 218,147 | 191,357 | -26,790 | $19,919,000 | $16,990,636 | -$2,928,364 | 2025-02-11 |
|---|
| Q4 2024 | MUB
ISHARES TR | | NATIONAL MUN ETF | 9,042 | 5,349 | -3,693 | $982,202 | $569,958 | -$412,244 | 2025-02-11 |
|---|
| Q4 2024 | IVV
ISHARES TR | | CORE S&P500 ETF | 12,199 | 12,172 | -27 | $7,036,596 | $7,165,153 | +$128,557 | 2025-02-11 |
|---|
| Q4 2024 | IUSV
ISHARES TR | | CORE S&P US VLU | 25,621 | 25,567 | -54 | $2,446,502 | $2,367,253 | -$79,249 | 2025-02-11 |
|---|
| Q4 2024 | XLE
SELECT SECTOR SPDR TR | | ENERGY | 20,131 | 19,791 | -340 | $1,767,502 | $1,695,297 | -$72,205 | 2025-02-11 |
|---|
| Q4 2024 | SPSM
SPDR SER TR | | PORTFOLIO S&P600 | 24,544 | 23,300 | -1,244 | $1,117,006 | $1,046,618 | -$70,388 | 2025-02-11 |
|---|
| Q4 2024 | IWB
ISHARES TR | | RUS 1000 ETF | 855 | 832 | -23 | $268,724 | $267,956 | -$768 | 2025-02-11 |
|---|
| Q3 2024 | SPYG
SPDR SER TR | | PRTFLO S&P500 GW | 725,715 | 36,554 | -689,161 | $41,680,046 | $3,031,751 | -$38,648,295 | 2024-11-12 |
|---|
| Q3 2024 | XLE
SELECT SECTOR SPDR TR | | ENERGY | 265,747 | 20,131 | -245,616 | $20,944,792 | $1,767,502 | -$19,177,290 | 2024-11-12 |
|---|
| Q3 2024 | SPEM
SPDR INDEX SHS FDS | | PORTFOLIO EMG MK | 351,402 | 23,384 | -328,018 | $12,371,406 | $965,283 | -$11,406,123 | 2024-11-12 |
|---|
| Q3 2024 | DFUV
DIMENSIONAL ETF TRUST | | US MKTWIDE VALUE | 7,957 | 5,986 | -1,971 | $305,917 | $249,556 | -$56,361 | 2024-11-12 |
|---|
| Q1 2024 | USMV
ISHARES TR | | MSCI USA MIN VOL | 318,286 | 184,154 | -134,132 | $24,835,875 | $15,391,646 | -$9,444,229 | 2024-05-07 |
|---|
| Q1 2024 | SPYM
SPDR SER TR | United States | PORTFOLIO S&P500 | 417,762 | 349,090 | -68,672 | $23,352,899 | $21,479,536 | -$1,873,363 | 2024-05-07 |
|---|
| Q1 2024 | SPYV
SPDR SER TR | | PRTFLO S&P500 VL | 317,037 | 315,092 | -1,945 | $14,783,418 | $15,786,136 | +$1,002,718 | 2024-05-07 |
|---|
| Q1 2024 | SPDW
SPDR INDEX SHS FDS | | PORTFOLIO DEVELPD | 331,446 | 328,791 | -2,655 | $11,272,484 | $11,783,884 | +$511,400 | 2024-05-07 |
|---|
| Q1 2024 | IVV
ISHARES TR | | CORE S&P500 ETF | 14,441 | 12,204 | -2,237 | $6,897,334 | $6,416,026 | -$481,308 | 2024-05-07 |
|---|
| Q1 2024 | SPYG
SPDR SER TR | | PRTFLO S&P500 GW | 35,124 | 35,062 | -62 | $2,285,136 | $2,564,811 | +$279,675 | 2024-05-07 |
|---|
| Q1 2024 | IUSV
ISHARES TR | | CORE S&P US VLU | 26,578 | 26,092 | -486 | $2,241,359 | $2,359,777 | +$118,418 | 2024-05-07 |
|---|
| Q1 2024 | SPSM
SPDR SER TR | | PORTFOLIO S&P600 | 24,864 | 24,284 | -580 | $1,048,738 | $1,045,176 | -$3,562 | 2024-05-07 |
|---|