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Wealth Advisors of Iowa, LLC: SGOV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Wealth Advisors of Iowa, LLC on SGOV, newest first. How the timeline and the estimate are built.

Wealth Advisors of Iowa, LLC held 194,962 SGOV shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 194,962 shares
    Change vs previous 13F -177,433 shares

    5.32% of the 13F portfolio, value $19,626,758.

    13F-HR 0001803005-26-000003 filed by Wealth Advisors of Iowa, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 372,395 shares
    Change vs previous 13F +356,355 shares

    11.6% of the 13F portfolio, value $37,485,325.

    13F-HR 0001803005-26-000002 filed by Wealth Advisors of Iowa, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 16,040 shares
    Change vs previous 13F +5,949 shares

    0.53% of the 13F portfolio, value $1,610,082.

    13F-HR 0001803005-26-000001 filed by Wealth Advisors of Iowa, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 10,091 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $1,016,184.

    13F-HR 0001803005-25-000006 filed by Wealth Advisors of Iowa, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).