Wealth Advisors of Iowa, LLC SPYG holdings history
SS SPDR P S&P 500 GROWTH ETF · CUSIP 78464A409 · CIK 1803005
As of 2026-06-30, Wealth Advisors of Iowa, LLC reported 135.00K SPYG (shares), valued at $16.06M, or 4.35% of its reported non-derivative portfolio. Filed 2026-07-30.
Verify history & sources →Shares increased 142.17%; reported value increased 194.30%, and weight changed +2.66 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 | 4.35% | 135,000 | SEC filing ↗Filed Jul 30, 2026 |
| Q1 2026 | 1.69% | 55,747 | SEC filing ↗Filed May 13, 2026 |
| Q4 2025 | 1.63% | 46,495 | SEC filing ↗Filed Feb 5, 2026 |
| Q3 2025 | 1.67% | 46,920 | SEC filing ↗Filed Nov 14, 2025 |
| Q2 2025 | 1.46% | 40,928 | SEC filing ↗Filed Aug 12, 2025 |
| Q1 2025 | 1.32% | 38,187 | SEC filing ↗Filed May 12, 2025 |
| Q4 2024 | 2.37% | 53,468 | SEC filing ↗Filed Feb 11, 2025 |
| Q3 2024 | 1.54% | 36,554 | SEC filing ↗Filed Nov 12, 2024 |
| Q2 2024 | 1.20% | 725,715 | SEC filing ↗Filed Aug 13, 2024 |
| Q1 2024 | 1.56% | 35,062 | SEC filing ↗Filed May 7, 2024 |
| Q4 2023 | 1.53% | 35,124 | SEC filing ↗Filed Feb 8, 2024 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q4 2023 | 1.53% | 35,124 | $2.29M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Feb 8, 2024 |
| Q1 2024 | 1.56% | 35,062 | $2.56M | Shares decreased 0.18%; reported value increased 12.24%, and weight changed +0.03 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 7, 2024 |
| Q2 2024 | 1.20% | 725,715 | $41.68M | Shares increased 1969.80%; reported value increased 1525.07%, and weight changed -0.36 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 13, 2024 |
| Q3 2024 | 1.54% | 36,554 | $3.03M | Shares decreased 94.96%; reported value decreased 92.73%, and weight changed +0.34 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 12, 2024 |
| Q4 2024 | 2.37% | 53,468 | $4.70M | Shares increased 46.27%; reported value increased 55.02%, and weight changed +0.83 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 11, 2025 |
| Q1 2025 | 1.32% | 38,187 | $3.07M | Shares decreased 28.58%; reported value decreased 34.70%, and weight changed -1.05 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 12, 2025 |
| Q2 2025 | 1.46% | 40,928 | $3.90M | Shares increased 7.18%; reported value increased 27.11%, and weight changed +0.14 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 12, 2025 |
| Q3 2025 | 1.67% | 46,920 | $4.90M | Shares increased 14.64%; reported value increased 25.70%, and weight changed +0.21 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 14, 2025 |
| Q4 2025 | 1.63% | 46,495 | $4.96M | Shares decreased 0.91%; reported value increased 1.17%, and weight changed -0.04 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 5, 2026 |
| Q1 2026 | 1.69% | 55,747 | $5.46M | Shares increased 19.90%; reported value increased 10.02%, and weight changed +0.06 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 13, 2026 |
| Q2 2026 | 4.35% | 135,000 | $16.06M | Shares increased 142.17%; reported value increased 194.30%, and weight changed +2.66 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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