Iowa State Bank
Latest statistics and disclosures from Iowa State Bank's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IEFA, IJH, MSFT, JPM, AAPL, and represent 21.77% of Iowa State Bank's stock portfolio.
- Added to shares of these 10 stocks: IEFA, T, DUK, GOOGL, YUM, BBWI, XOM, DIS, VZ, SPHY.
- Started 5 new stock positions in RJF, BBWI, WFC, T, IWL.
- Reduced shares in these 10 stocks: IJR, META, MRK, , Community State Bank Capital, JNJ, UPS, OMC, DOW, JPM.
- Sold out of its positions in Community State Bank Capital, BA, CHE, COP, DOW, PGX, OMC.
- Iowa State Bank was a net seller of stock by $-7.4M.
- Iowa State Bank has $525M in assets under management (AUM), dropping by 4.63%.
- Central Index Key (CIK): 0001546967
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Portfolio Holdings for Iowa State Bank
Iowa State Bank holds 120 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Core Msci Eafe Etf core msci eafe (IEFA) | 5.4 | $28M | +16% | 322k | 87.31 |
|
| iShares S&P MidCap 400 Index (IJH) | 4.8 | $25M | +2% | 383k | 65.26 |
|
| Microsoft Corporation (MSFT) | 4.0 | $21M | 40k | 517.95 |
|
|
| JPMorgan Chase & Co. (JPM) | 3.9 | $20M | -4% | 65k | 315.43 |
|
| Apple (AAPL) | 3.8 | $20M | -2% | 79k | 254.63 |
|
| iShares S&P SmallCap 600 Index (IJR) | 3.6 | $19M | -10% | 161k | 118.83 |
|
| NVIDIA Corporation (NVDA) | 3.1 | $16M | -2% | 86k | 186.58 |
|
| Ishares Inc core msci emkt (IEMG) | 2.7 | $14M | 216k | 65.92 |
|
|
| Alphabet Inc Class A cs (GOOGL) | 2.6 | $14M | +20% | 57k | 243.10 |
|
| Spdr Series spdr bofa crss (SPHY) | 2.6 | $14M | +5% | 575k | 23.94 |
|
| Abbvie (ABBV) | 2.2 | $12M | -2% | 51k | 231.54 |
|
| Amazon (AMZN) | 2.0 | $11M | 48k | 219.57 |
|
|
| Morgan Stanley (MS) | 1.8 | $9.6M | -4% | 60k | 158.96 |
|
| Cisco Systems (CSCO) | 1.7 | $9.0M | 132k | 68.42 |
|
|
| Oracle Corporation (ORCL) | 1.7 | $8.9M | -5% | 32k | 281.24 |
|
| Emerson Electric (EMR) | 1.6 | $8.5M | -6% | 65k | 131.18 |
|
| Facebook Inc cl a (META) | 1.6 | $8.4M | -19% | 12k | 734.38 |
|
| Berkshire Hathaway (BRK.B) | 1.6 | $8.3M | 17k | 502.74 |
|
|
| Cardinal Health (CAH) | 1.4 | $7.4M | -5% | 47k | 156.96 |
|
| Exxon Mobil Corporation (XOM) | 1.4 | $7.3M | +18% | 65k | 112.75 |
|
| Eaton (ETN) | 1.4 | $7.2M | -7% | 19k | 374.25 |
|
| Johnson & Johnson (JNJ) | 1.3 | $6.9M | -16% | 37k | 185.42 |
|
| SPDR Dow Jones Industrial Average ETF (DIA) | 1.3 | $6.9M | 15k | 463.74 |
|
|
| Spdr S&p 500 Etf (SPY) | 1.3 | $6.7M | 10k | 666.18 |
|
|
| International Business Machines (IBM) | 1.3 | $6.6M | 24k | 282.16 |
|
|
| Chevron Corporation (CVX) | 1.2 | $6.4M | -4% | 41k | 155.29 |
|
| Visa (V) | 1.2 | $6.2M | -3% | 18k | 341.38 |
|
| Procter & Gamble Company (PG) | 1.1 | $6.0M | 39k | 153.65 |
|
|
| Raytheon Technologies Corp (RTX) | 1.1 | $6.0M | -3% | 36k | 167.33 |
|
| Palantir Technologies (PLTR) | 1.1 | $5.5M | 30k | 182.42 |
|
|
| Broadcom (AVGO) | 1.0 | $5.5M | -9% | 17k | 329.91 |
|
| Berkshire Hathaway (BRK.A) | 1.0 | $5.3M | 7.00 | 754200.00 |
|
|
| Duke Energy (DUK) | 1.0 | $5.1M | +86% | 41k | 123.75 |
|
| Bank of America Corporation (BAC) | 1.0 | $5.0M | 98k | 51.59 |
|
|
| Prudential Financial (PRU) | 0.9 | $4.8M | 46k | 103.74 |
|
|
| Yum! Brands (YUM) | 0.9 | $4.7M | +44% | 31k | 152.00 |
|
| Pepsi (PEP) | 0.9 | $4.6M | -7% | 33k | 140.44 |
|
| salesforce (CRM) | 0.9 | $4.6M | -5% | 19k | 237.00 |
|
| Caterpillar (CAT) | 0.8 | $4.4M | -2% | 9.2k | 477.15 |
|
| Verizon Communications (VZ) | 0.8 | $4.4M | +24% | 99k | 43.95 |
|
| Blackrock (BLK) | 0.8 | $4.3M | 3.7k | 1165.87 |
|
|
| Eli Lilly & Co. (LLY) | 0.8 | $4.3M | 5.6k | 763.00 |
|
|
| Palo Alto Networks (PANW) | 0.8 | $4.2M | -6% | 21k | 203.62 |
|
| Walt Disney Company (DIS) | 0.8 | $4.1M | +36% | 36k | 114.50 |
|
| Truist Financial Corp equities (TFC) | 0.8 | $4.1M | 90k | 45.72 |
|
|
| MetLife (MET) | 0.8 | $3.9M | 48k | 82.37 |
|
|
| Intercontinental Exchange (ICE) | 0.7 | $3.7M | -12% | 22k | 168.48 |
|
| Lowe's Companies (LOW) | 0.6 | $3.3M | 13k | 251.31 |
|
|
| McDonald's Corporation (MCD) | 0.6 | $3.1M | 10k | 303.89 |
|
|
| American Tower Reit (AMT) | 0.6 | $3.0M | -2% | 15k | 192.32 |
|
| Waste Management (WM) | 0.6 | $3.0M | 13k | 220.83 |
|
|
| Charles Schwab Corporation (SCHW) | 0.5 | $2.9M | 30k | 95.47 |
|
|
| Honeywell International (HON) | 0.5 | $2.8M | 13k | 210.50 |
|
|
| Amgen (AMGN) | 0.5 | $2.8M | 9.9k | 282.20 |
|
|
| SPDR DJ Wilshire Large Cap Growth (SPYG) | 0.5 | $2.7M | 26k | 104.51 |
|
|
| United Parcel Service (UPS) | 0.5 | $2.7M | -33% | 32k | 83.53 |
|
| EOG Resources (EOG) | 0.5 | $2.7M | 24k | 112.12 |
|
|
| Linde (LIN) | 0.5 | $2.6M | +2% | 5.5k | 475.00 |
|
| Masco Corporation (MAS) | 0.5 | $2.6M | -10% | 37k | 70.39 |
|
| Gilead Sciences (GILD) | 0.5 | $2.6M | -5% | 23k | 111.00 |
|
| Wal-Mart Stores (WMT) | 0.5 | $2.6M | -7% | 25k | 103.06 |
|
| Digital Realty Trust (DLR) | 0.5 | $2.5M | 15k | 172.88 |
|
|
| At&t (T) | 0.5 | $2.5M | NEW | 88k | 28.24 |
|
| Analog Devices (ADI) | 0.5 | $2.4M | +4% | 9.7k | 245.70 |
|
| Pfizer (PFE) | 0.5 | $2.4M | 93k | 25.48 |
|
|
| TJX Companies (TJX) | 0.4 | $2.2M | -7% | 15k | 144.54 |
|
| Bristol Myers Squibb (BMY) | 0.4 | $2.2M | 49k | 45.10 |
|
|
| iShares Lehman Aggregate Bond (AGG) | 0.4 | $2.2M | -11% | 22k | 100.25 |
|
| Johnson Controls International Plc equity (JCI) | 0.4 | $2.2M | 20k | 109.95 |
|
|
| iShares S&P 500 Index (IVV) | 0.4 | $2.1M | 3.2k | 669.30 |
|
|
| AmerisourceBergen (COR) | 0.4 | $2.1M | 6.8k | 312.53 |
|
|
| Paypal Holdings (PYPL) | 0.4 | $2.1M | 31k | 67.06 |
|
|
| Mondelez Int (MDLZ) | 0.4 | $2.1M | -2% | 34k | 62.47 |
|
| Nike (NKE) | 0.4 | $2.0M | -8% | 29k | 69.73 |
|
| Abbott Laboratories (ABT) | 0.4 | $2.0M | 15k | 133.94 |
|
|
| Dupont De Nemours (DD) | 0.4 | $2.0M | 25k | 77.90 |
|
|
| Costco Wholesale Corporation (COST) | 0.4 | $1.9M | -5% | 2.1k | 925.63 |
|
| Freeport-McMoRan Copper & Gold (FCX) | 0.4 | $1.9M | -22% | 49k | 39.22 |
|
| Medtronic (MDT) | 0.3 | $1.8M | 18k | 95.24 |
|
|
| Vanguard Value ETF (VTV) | 0.3 | $1.7M | 8.9k | 186.49 |
|
|
| CVS Caremark Corporation (CVS) | 0.3 | $1.6M | +4% | 22k | 75.39 |
|
| SYSCO Corporation (SYY) | 0.3 | $1.5M | 18k | 82.34 |
|
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| Exelon Corporation (EXC) | 0.3 | $1.5M | 33k | 45.01 |
|
|
| Comcast Corporation (CMCSA) | 0.3 | $1.5M | 48k | 31.42 |
|
|
| Norfolk Southern (NSC) | 0.3 | $1.5M | +3% | 4.9k | 300.41 |
|
| Vanguard Total Stock Market ETF (VTI) | 0.3 | $1.3M | 4.0k | 328.17 |
|
|
| Bath & Body Works In (BBWI) | 0.2 | $1.2M | NEW | 48k | 25.76 |
|
| Home Depot (HD) | 0.2 | $874k | 2.2k | 405.19 |
|
|
| ING Groep (ING) | 0.2 | $824k | 32k | 26.08 |
|
|
| iShares Russell 2000 Index (IWM) | 0.1 | $748k | 3.1k | 241.96 |
|
|
| Dimensional Etf Trust (DFIV) | 0.1 | $729k | 16k | 46.12 |
|
|
| SPDR MSCI ACWI ex-US (CWI) | 0.1 | $617k | 18k | 34.92 |
|
|
| Dimensional Etf Trust National Municip (DFNM) | 0.1 | $541k | 11k | 47.98 |
|
|
| Invesco Qqq Trust Series 1 (QQQ) | 0.1 | $536k | 892.00 | 600.37 |
|
|
| Wells Fargo & Company (WFC) | 0.1 | $531k | NEW | 6.3k | 83.82 |
|
| Vanguard Small-Cap Value ETF (VBR) | 0.1 | $528k | 2.5k | 208.71 |
|
|
| iShares Dow Jones US Health Care (IHF) | 0.1 | $494k | 10k | 49.39 |
|
|
| Qualcomm (QCOM) | 0.1 | $484k | -13% | 2.9k | 166.36 |
|
| Principal Financial (PFG) | 0.1 | $475k | 5.7k | 82.91 |
|
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| Vanguard Europe Pacific ETF (VEA) | 0.1 | $450k | 7.5k | 59.92 |
|
|
| iShares S&P Natl AMTFr Mncpl Bd (MUB) | 0.1 | $439k | 4.1k | 106.49 |
|
|
| SPDR DJ Wilshire Large Cap Value (SPYV) | 0.1 | $393k | 7.1k | 55.33 |
|
|
| Ishares U S Etf Tr shr mat mu etf (MEAR) | 0.1 | $336k | 6.6k | 50.51 |
|
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| Vanguard Intmdte Tm Govt Bd ETF (VGIT) | 0.1 | $316k | 5.3k | 60.03 |
|
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| Spdr Tr russell 1000 lowvol (LGLV) | 0.1 | $296k | 1.7k | 178.16 |
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| Hershey Company (HSY) | 0.1 | $294k | 1.6k | 187.05 |
|
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| iShares Russell 1000 Index (IWB) | 0.1 | $292k | 800.00 | 365.48 |
|
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| Merck & Co (MRK) | 0.1 | $286k | -87% | 3.4k | 83.93 |
|
| AFLAC Incorporated (AFL) | 0.1 | $282k | 2.5k | 111.70 |
|
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| Vanguard REIT ETF (VNQ) | 0.1 | $278k | 3.0k | 91.42 |
|
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| Health Care SPDR (XLV) | 0.1 | $278k | 2.0k | 139.17 |
|
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| Deere & Company (DE) | 0.1 | $275k | 601.00 | 457.26 |
|
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| Vanguard Dividend Appreciation ETF (VIG) | 0.1 | $267k | 1.2k | 215.79 |
|
|
| Rbc Cad (RY) | 0.0 | $229k | 1.6k | 147.32 |
|
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| Energy Select Sector SPDR (XLE) | 0.0 | $227k | 2.5k | 89.34 |
|
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| Invesco Exchange Traded Fd T ftse rafi 1000 (PRF) | 0.0 | $215k | 4.8k | 45.21 |
|
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| Raymond James Financial (RJF) | 0.0 | $205k | NEW | 1.2k | 172.60 |
|
| Ishares Tr rus200 idx etf (IWL) | 0.0 | $203k | NEW | 1.2k | 166.10 |
|
| BlackRock Enhanced Dividend Achievers Tr (BDJ) | 0.0 | $134k | -13% | 15k | 9.11 |
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| Perspective Therapeutics (CATX) | 0.0 | $65k | 19k | 3.43 |
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Past Filings by Iowa State Bank
SEC 13F filings are viewable for Iowa State Bank going back to 2013
- Iowa State Bank 2025 Q3 filed Oct. 3, 2025
- Iowa State Bank 2025 Q2 filed July 22, 2025
- Iowa State Bank 2025 Q1 filed April 9, 2025
- Iowa State Bank 2024 Q4 filed Jan. 6, 2025
- Iowa State Bank 2024 Q3 filed Oct. 9, 2024
- Iowa State Bank 2024 Q2 filed July 23, 2024
- Iowa State Bank 2024 Q1 filed April 23, 2024
- Iowa State Bank 2023 Q4 filed Jan. 23, 2024
- Iowa State Bank 2023 Q3 filed Oct. 24, 2023
- Iowa State Bank 2023 Q2 filed Aug. 4, 2023
- Iowa State Bank 2023 Q1 filed April 25, 2023
- Iowa State Bank 2022 Q4 filed Jan. 6, 2023
- Iowa State Bank 2022 Q3 filed Oct. 14, 2022
- Iowa State Bank 2022 Q2 filed Aug. 5, 2022
- Iowa State Bank 2022 Q1 filed April 27, 2022
- Iowa State Bank 2021 Q4 filed Feb. 2, 2022