Wealth Advisors of Iowa, LLC XLE holdings history
SS ENERGY SELECT SECTOR · CUSIP 81369Y506 · CIK 1803005
As of 2026-06-30, Wealth Advisors of Iowa, LLC reported 227.16K XLE (shares), valued at $12.06M, or 3.27% of its reported non-derivative portfolio. Filed 2026-07-30.
Verify history & sources →Shares increased 796.36%; reported value increased 677.11%, and weight changed +2.79 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 | 3.27% | 227,164 | SEC filing ↗Filed Jul 30, 2026 |
| Q1 2026 | 0.48% | 25,343 | SEC filing ↗Filed May 13, 2026 |
| Q4 2025 | 0.56% | 37,844 | SEC filing ↗Filed Feb 5, 2026 |
| Q3 2025 | 0.58% | 18,958 | SEC filing ↗Filed Nov 14, 2025 |
| Q2 2025 | 0.60% | 18,958 | SEC filing ↗Filed Aug 12, 2025 |
| Q1 2025 | 0.82% | 20,358 | SEC filing ↗Filed May 12, 2025 |
| Q4 2024 | 0.85% | 19,791 | SEC filing ↗Filed Feb 11, 2025 |
| Q3 2024 | 0.90% | 20,131 | SEC filing ↗Filed Nov 12, 2024 |
| Q2 2024 | 0.60% | 265,747 | SEC filing ↗Filed Aug 13, 2024 |
| Q1 2024 | 6.22% | 108,402 | SEC filing ↗Filed May 7, 2024 |
| Q4 2023 | 5.80% | 103,107 | SEC filing ↗Filed Feb 8, 2024 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q4 2023 | 5.80% | 103,107 | $8.64M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Feb 8, 2024 |
| Q1 2024 | 6.22% | 108,402 | $10.23M | Shares increased 5.14%; reported value increased 18.39%, and weight changed +0.42 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 7, 2024 |
| Q2 2024 | 0.60% | 265,747 | $20.94M | Shares increased 145.15%; reported value increased 104.65%, and weight changed -5.62 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 13, 2024 |
| Q3 2024 | 0.90% | 20,131 | $1.77M | Shares decreased 92.42%; reported value decreased 91.56%, and weight changed +0.30 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 12, 2024 |
| Q4 2024 | 0.85% | 19,791 | $1.70M | Shares decreased 1.69%; reported value decreased 4.09%, and weight changed -0.05 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 11, 2025 |
| Q1 2025 | 0.82% | 20,358 | $1.90M | Shares increased 2.86%; reported value increased 12.22%, and weight changed -0.03 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 12, 2025 |
| Q2 2025 | 0.60% | 18,958 | $1.61M | Shares decreased 6.88%; reported value decreased 15.49%, and weight changed -0.22 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 12, 2025 |
| Q3 2025 | 0.58% | 18,958 | $1.69M | Shares unchanged; reported value increased 5.34%, and weight changed -0.02 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 14, 2025 |
| Q4 2025 | 0.56% | 37,844 | $1.69M | Shares increased 99.62%; reported value decreased 0.10%, and weight changed -0.02 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 5, 2026 |
| Q1 2026 | 0.48% | 25,343 | $1.55M | Shares decreased 33.03%; reported value decreased 8.25%, and weight changed -0.08 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 13, 2026 |
| Q2 2026 | 3.27% | 227,164 | $12.06M | Shares increased 796.36%; reported value increased 677.11%, and weight changed +2.79 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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