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IFP Advisors’s West Bancorporation WTBA Stock Holding History

IFP Advisors’s Portfolio WTBA Stock Details WTBA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.49K Buy
56
+48
+600% +$1.17K ﹤0.01% 4366
2026
Q1 		$190 Sell
8
-6
-43% -$143 ﹤0.01% 4626
2025
Q4 		$311 Hold
14
– – ﹤0.01% 4395
2025
Q3 		$284 Buy
+14
New +$276 ﹤0.01% 4316
2025
Q2 		– Hold
0
– – – 4558
2019
Q1 		– Sell
-333
Closed -$7K – 3480
2018
Q4 		$7K Buy
333
+3
+0.9% +$63 ﹤0.01% 2711
2018
Q3 		$8K Buy
330
+2
+0.6% +$49 ﹤0.01% 3008
2018
Q2 		$8K Buy
328
+5
+2% +$127 ﹤0.01% 3055
2018
Q1 		$8K Hold
323
– – ﹤0.01% 2956
2017
Q4 		$8K Buy
323
+3
+0.9% +$76 ﹤0.01% 3001
2017
Q3 		$8K Buy
320
+2
+0.6% +$45 ﹤0.01% 3176
2017
Q2 		$8K Buy
318
+3
+1% +$69 ﹤0.01% 3182
2017
Q1 		$7K Buy
315
+2
+0.6% +$46 ﹤0.01% 3151
2016
Q4 		$8K Buy
313
+2
+0.6% +$44 ﹤0.01% 3063
2016
Q3 		$6K Sell
311
-202
-39% -$3.87K ﹤0.01% 3160
2016
Q2 		$10K Buy
+513
New +$9.46K ﹤0.01% 2759
2016
Q1 		– Sell
-504
Closed -$10K – 3473
2015
Q4 		$10K Buy
+504
New +$10K ﹤0.01% 2595

Other funds holding WTBA

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
WB
West Bancorporation West Des Moines, Iowa $234M AUM 22.81% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LB
Legacy Bridge West Des Moines, Iowa $324M AUM 70.13% 1-Year Est. Return

IFP Advisors's WTBA Position: Q2 2026 in Review

IFP Advisors increased its West Bancorporation (WTBA) stake by 600% in Q2 2026, buying an estimated $1.17K and bringing the position to 56 shares worth $1.49K. The position accounts for ﹤0.01% of the portfolio, ranked #4366.

IFP Advisors first reported a position in WTBA in Q4 2015 and has held it in 16 quarters since. The position peaked at $10K in Q2 2016. 114 funds tracked by Wall St. Rank hold WTBA as of Q2 2026.

  • IFP Advisors held 56 shares of West Bancorporation worth $1.49K as of Q2 2026.
  • IFP Advisors bought 48 West Bancorporation shares in Q2 2026, an estimated $1.17K.
  • West Bancorporation made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #4366 holding.
  • IFP Advisors first reported a position in West Bancorporation in Q4 2015 and has held it in 16 quarters since.
  • IFP Advisors's West Bancorporation position peaked at $10K in Q2 2016.
  • 114 funds tracked by Wall St. Rank held West Bancorporation as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.