Wealth Advisors of Iowa, LLC USMC holdings history
PRINCIPAL US MEGA-CAP ETF · CUSIP 74255Y870 · CIK 1803005
As of 2026-06-30, Wealth Advisors of Iowa, LLC reported 56.56K USMC (shares), valued at $4.19M, or 1.14% of its reported non-derivative portfolio. Filed 2026-07-30.
Verify history & sources →Shares decreased 8.26%; reported value increased 5.74%, and weight changed -0.09 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 1.14% | 56,564 | SEC filing ↗Filed Jul 30, 2026 |
| Q1 2026 | 1.23% | 61,659 | SEC filing ↗Filed May 13, 2026 |
| Q4 2025 | 4.61% | 205,062 | SEC filing ↗Filed Feb 5, 2026 |
| Q3 2025 | 4.82% | 207,662 | SEC filing ↗Filed Nov 14, 2025 |
| Q2 2025 | 1.47% | 63,077 | SEC filing ↗Filed Aug 12, 2025 |
| Q1 2025 | 0.83% | 33,979 | SEC filing ↗Filed May 12, 2025 |
| Q4 2024 | 1.26% | 41,501 | SEC filing ↗Filed Feb 11, 2025 |
| Q3 2024 | 0.64% | 22,084 | SEC filing ↗Filed Nov 12, 2024 |
| Q2 2024 | 0.01% | 6,107 | SEC filing ↗Filed Aug 13, 2024 |
| Q1 2024 | Not reported | Not reported | — |
| Q4 2023 | Not reported | Not reported | — |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q4 2023 | Not reported | — | — | This security is absent from this quarter's filing; a missing record is not treated as zero holdings. | — |
| Q1 2024 | Not reported | — | — | This security is absent from this quarter's filing; a missing record is not treated as zero holdings. | — |
| Q2 2024 | 0.01% | 6,107 | $331.31K | A comparable prior-quarter record is unavailable; changes are not inferred. | SEC filing ↗ Filed Aug 13, 2024 |
| Q3 2024 | 0.64% | 22,084 | $1.26M | Shares increased 261.62%; reported value increased 279.88%, and weight changed +0.63 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 12, 2024 |
| Q4 2024 | 1.26% | 41,501 | $2.49M | Shares increased 87.92%; reported value increased 97.95%, and weight changed +0.62 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 11, 2025 |
| Q1 2025 | 0.83% | 33,979 | $1.93M | Shares decreased 18.12%; reported value decreased 22.56%, and weight changed -0.43 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 12, 2025 |
| Q2 2025 | 1.47% | 63,077 | $3.95M | Shares increased 85.64%; reported value increased 104.53%, and weight changed +0.64 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 12, 2025 |
| Q3 2025 | 4.82% | 207,662 | $14.16M | Shares increased 229.22%; reported value increased 258.76%, and weight changed +3.35 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 14, 2025 |
| Q4 2025 | 4.61% | 205,062 | $14.04M | Shares decreased 1.25%; reported value decreased 0.85%, and weight changed -0.21 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 5, 2026 |
| Q1 2026 | 1.23% | 61,659 | $3.97M | Shares decreased 69.93%; reported value decreased 71.75%, and weight changed -3.38 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 13, 2026 |
| Q2 2026 | 1.14% | 56,564 | $4.19M | Shares decreased 8.26%; reported value increased 5.74%, and weight changed -0.09 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 30, 2026 |
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.