Wealth Advisors Of Iowa, LLC SPYV Holdings History
Wealth Advisors of Iowa, LLC's SPDR Portfolio S&P 500 Value ETF Holding Summary
As of 2025-03-31, Wealth Advisors of Iowa, LLC held 353,323.00 shares of SPDR Portfolio S&P 500 Value ETF(SPYV), totaling $18.04 Mil. This investment constitutes 7.76% of their stock portfolio, and Wealth Advisors of Iowa, LLC now holds 0.07% of the outstanding SPDR Portfolio S&P 500 Value ETF(SPYV) stock.
The initial trade took place in 2022Q1. And since then Wealth Advisors of Iowa, LLC has made 8 purchases of SPYV, at an average price of $43.30, for a total of 1.13 Mil shares. In addition, there have been 5 sales at an average price of $42.45 for 776,920.00 shares. Based on historical transaction data and SPYV's current price of $52.83, Wealth Advisors of Iowa, LLC's estimated gain on his SPYV holdings is $2.70 Mil, reflecting a 5.51% gain to date.
Wealth Advisors of Iowa, LLC SPYV ($52.83) Holding Chart
Wealth Advisors of Iowa, LLC SPYV ($52.83) 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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