Number of Shares
38,187.00
Current Holdings Value*
$3.07 Mil
% of Portfolio
1.32%
Total Estimate Gain
$3.83 Mil
% of Total Estimate Gain
5.92%

Wealth Advisors of Iowa, LLC's SPDR Portfolio S&P 500 Growth ETF Holding Summary

As of 2025-03-31, Wealth Advisors of Iowa, LLC held 38,187.00 shares of SPDR Portfolio S&P 500 Growth ETF(SPYG), totaling $3.07 Mil. This investment constitutes 1.32% of their stock portfolio, and Wealth Advisors of Iowa, LLC now holds 0.01% of the outstanding SPDR Portfolio S&P 500 Growth ETF(SPYG) stock.

The initial trade took place in 2022Q1. And since then Wealth Advisors of Iowa, LLC has made 7 purchases of SPYG, at an average price of $72.50, for a total of 892,530.00 shares. In addition, there have been 6 sales at an average price of $75.90 for 854,343.00 shares. Based on historical transaction data and SPYG's current price of $96.56, Wealth Advisors of Iowa, LLC's estimated gain on his SPYG holdings is $3.83 Mil, reflecting a 5.92% gain to date.

Wealth Advisors of Iowa, LLC SPYG ($96.56) Holding Chart

Wealth Advisors of Iowa, LLC SPYG ($96.56) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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