Wealth Advisors of Iowa, LLC's ownership history for XLE

Wealth Advisors of Iowa, LLC currently holds 25.3K shares with a market value of $1.6M. It started holding XLE on 2024-09-30. At its peak, it held 37.8K shares on 2025-12-31. Its highest holding value was $1.9M on 2025-03-31. At its lowest, it held 19.0K shares on 2025-06-30, with a value of $1.6M on 2026-03-31. In the recent 180 days, Wealth Advisors of Iowa, LLC has increased its shares by 6.4K. In the recent year, Wealth Advisors of Iowa, LLC has increased its shares by 5.0K.