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Wealth Advisors of Iowa, LLC Last Quarter Change: USA ETF, Unchanged

Wealth Advisors of Iowa, LLC quarter change: USA ETF, Unchanged

In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, Wealth Advisors of Iowa, LLC opened 15 positions, added to 10, reduced 13, sold out of 12 and left 6 unchanged. The largest increase in value was SPDW (+$35,108,666); the largest decrease was SGOV (-$37,485,325).

  • VOO: Country of operation —; Class S&P 500 ETF SHS; Shares 2026-03-31 727; Shares 2026-06-30 727.
  • IWB: Country of operation —; Class RUS 1000 ETF; Shares 2026-03-31 832; Shares 2026-06-30 832.
  • VTV: Country of operation —; Class VALUE ETF; Shares 2026-03-31 1,590; Shares 2026-06-30 1,590.
  • DFUV: Country of operation —; Class US MKTWIDE VALUE; Shares 2026-03-31 4,986; Shares 2026-06-30 4,986.

Two Form 13F-HR filings compared (SEC CIK 1803005): 2026-03-31 (filed 2026-05-13) and 2026-06-30 (filed 2026-07-30). 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; share change is the position change.

StockCountry of operationClassShares 2026-03-31Shares 2026-06-30Share changeValue 2026-03-31Value 2026-06-30Value change
VOO
VANGUARD INDEX FDS
S&P 500 ETF SHS7277270$434,468$499,590+$65,122
IWB
ISHARES TR
RUS 1000 ETF8328320$296,568$340,600+$44,032
VTV
VANGUARD INDEX FDS
VALUE ETF1,5901,5900$312,044$346,604+$34,560
DFUV
DIMENSIONAL ETF TRUST
US MKTWIDE VALUE4,9864,9860$241,622$274,280+$32,658
VIG
VANGUARD SPECIALIZED FUNDS
DIV APP ETF1,2261,2260$263,645$290,191+$26,546
VBR
VANGUARD INDEX FDS
SM CP VAL ETF9289280$201,530$225,408+$23,878

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