Iowa State Bank
Latest statistics and disclosures from Iowa State Bank's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IEFA, IJH, AAPL, JPM, GOOGL, and represent 21.78% of Iowa State Bank's stock portfolio.
- Added to shares of these 10 stocks: GOOGL, SPHY, NVDA, XLK, AGG, XLF, XLP, SPY, XLE, PLTR.
- Started 3 new stock positions in XLP, XLK, XLF.
- Reduced shares in these 10 stocks: , BBWI, CRM, IJR, JPM, CVX, RJF, IBM, AMT, PG.
- Sold out of its positions in BBWI, CMCSA, RJF.
- Iowa State Bank was a net seller of stock by $-2.8M.
- Iowa State Bank has $533M in assets under management (AUM), dropping by 1.51%.
- 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 December 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 | $29M | 324k | 89.46 |
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| iShares S&P MidCap 400 Index (IJH) | 4.8 | $26M | 386k | 66.00 |
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| Apple (AAPL) | 4.0 | $21M | 79k | 271.86 |
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| JPMorgan Chase & Co. (JPM) | 3.9 | $21M | 64k | 322.22 |
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| Alphabet Inc Class A cs (GOOGL) | 3.7 | $20M | +11% | 63k | 313.00 |
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| Microsoft Corporation (MSFT) | 3.6 | $19M | 40k | 483.62 |
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| iShares S&P SmallCap 600 Index (IJR) | 3.6 | $19M | 159k | 120.18 |
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| NVIDIA Corporation (NVDA) | 3.1 | $17M | +2% | 88k | 186.50 |
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| Ishares Inc core msci emkt (IEMG) | 2.7 | $14M | 213k | 67.22 |
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| Spdr Series spdr bofa crss (SPHY) | 2.6 | $14M | +3% | 597k | 23.67 |
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| Abbvie (ABBV) | 2.2 | $12M | 50k | 228.49 |
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| Amazon (AMZN) | 2.1 | $11M | 49k | 230.82 |
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| Morgan Stanley (MS) | 2.0 | $11M | 60k | 177.53 |
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| Cisco Systems (CSCO) | 1.9 | $10M | 130k | 77.03 |
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| Cardinal Health (CAH) | 1.8 | $9.7M | 47k | 205.50 |
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| Emerson Electric (EMR) | 1.6 | $8.6M | 65k | 132.72 |
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| Berkshire Hathaway (BRK.B) | 1.5 | $8.3M | 16k | 502.65 |
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| Exxon Mobil Corporation (XOM) | 1.4 | $7.7M | 64k | 120.34 |
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| Facebook Inc cl a (META) | 1.4 | $7.6M | 12k | 660.09 |
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| Johnson & Johnson (JNJ) | 1.4 | $7.6M | 37k | 206.95 |
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| SPDR Dow Jones Industrial Average ETF (DIA) | 1.3 | $7.1M | 15k | 480.57 |
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| Spdr S&p 500 Etf (SPY) | 1.3 | $7.1M | +2% | 10k | 681.92 |
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| International Business Machines (IBM) | 1.3 | $6.8M | -2% | 23k | 296.21 |
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| Raytheon Technologies Corp (RTX) | 1.2 | $6.5M | 35k | 183.40 |
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| Visa (V) | 1.2 | $6.3M | 18k | 350.71 |
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| Oracle Corporation (ORCL) | 1.2 | $6.2M | 32k | 194.91 |
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| Eaton (ETN) | 1.2 | $6.2M | 19k | 318.51 |
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| Eli Lilly & Co. (LLY) | 1.1 | $6.1M | 5.7k | 1074.68 |
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| Chevron Corporation (CVX) | 1.1 | $6.0M | -3% | 40k | 152.41 |
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| Broadcom (AVGO) | 1.1 | $5.7M | 17k | 346.10 |
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| Palantir Technologies (PLTR) | 1.0 | $5.6M | +3% | 31k | 177.75 |
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| Procter & Gamble Company (PG) | 1.0 | $5.4M | -3% | 38k | 143.31 |
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| Berkshire Hathaway (BRK.A) | 1.0 | $5.3M | 7.00 | 754800.00 |
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| Bank of America Corporation (BAC) | 1.0 | $5.2M | -2% | 95k | 55.00 |
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| Caterpillar (CAT) | 1.0 | $5.2M | 9.1k | 572.87 |
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| Prudential Financial (PRU) | 1.0 | $5.1M | 45k | 112.88 |
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| salesforce (CRM) | 0.9 | $4.8M | -6% | 18k | 264.91 |
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| Duke Energy (DUK) | 0.9 | $4.7M | 40k | 117.21 |
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| Yum! Brands (YUM) | 0.9 | $4.6M | 31k | 151.28 |
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| Pepsi (PEP) | 0.9 | $4.6M | -3% | 32k | 143.52 |
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| Truist Financial Corp equities (TFC) | 0.8 | $4.3M | -3% | 87k | 49.21 |
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| Walt Disney Company (DIS) | 0.8 | $4.1M | 36k | 113.77 |
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| Verizon Communications (VZ) | 0.7 | $3.9M | -3% | 96k | 40.73 |
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| Blackrock (BLK) | 0.7 | $3.9M | -2% | 3.6k | 1070.34 |
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| Palo Alto Networks (PANW) | 0.7 | $3.8M | 21k | 184.20 |
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| MetLife (MET) | 0.7 | $3.7M | -3% | 47k | 78.94 |
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| Intercontinental Exchange (ICE) | 0.7 | $3.6M | 22k | 161.96 |
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| United Parcel Service (UPS) | 0.6 | $3.2M | 32k | 99.19 |
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| Amgen (AMGN) | 0.6 | $3.2M | -2% | 9.6k | 327.31 |
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| Lowe's Companies (LOW) | 0.6 | $3.1M | -2% | 13k | 241.16 |
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| McDonald's Corporation (MCD) | 0.6 | $3.1M | 10k | 305.63 |
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| Charles Schwab Corporation (SCHW) | 0.6 | $3.0M | 30k | 99.91 |
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| Waste Management (WM) | 0.5 | $2.9M | 13k | 219.71 |
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| Gilead Sciences (GILD) | 0.5 | $2.8M | -2% | 23k | 122.74 |
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| Wal-Mart Stores (WMT) | 0.5 | $2.8M | 25k | 111.41 |
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| SPDR DJ Wilshire Large Cap Growth (SPYG) | 0.5 | $2.7M | 26k | 106.70 |
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| Analog Devices (ADI) | 0.5 | $2.7M | 9.8k | 271.20 |
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| Honeywell International (HON) | 0.5 | $2.6M | 13k | 195.09 |
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| American Tower Reit (AMT) | 0.5 | $2.5M | -6% | 14k | 175.57 |
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| Bristol Myers Squibb (BMY) | 0.5 | $2.5M | -4% | 47k | 53.94 |
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| iShares Lehman Aggregate Bond (AGG) | 0.5 | $2.5M | +15% | 25k | 99.88 |
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| Freeport-McMoRan Copper & Gold (FCX) | 0.5 | $2.5M | 49k | 50.79 |
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| Johnson Controls International Plc equity (JCI) | 0.4 | $2.4M | 20k | 119.75 |
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| EOG Resources (EOG) | 0.4 | $2.4M | -4% | 23k | 105.01 |
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| TJX Companies (TJX) | 0.4 | $2.4M | 15k | 153.61 |
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| AmerisourceBergen (COR) | 0.4 | $2.3M | 6.9k | 337.75 |
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| Linde (LIN) | 0.4 | $2.3M | -2% | 5.4k | 426.39 |
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| Digital Realty Trust (DLR) | 0.4 | $2.2M | 14k | 154.71 |
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| Pfizer (PFE) | 0.4 | $2.2M | -4% | 89k | 24.90 |
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| iShares S&P 500 Index (IVV) | 0.4 | $2.2M | 3.2k | 684.94 |
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| Masco Corporation (MAS) | 0.4 | $2.2M | -6% | 35k | 63.46 |
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| At&t (T) | 0.4 | $2.1M | -3% | 85k | 24.84 |
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| Costco Wholesale Corporation (COST) | 0.3 | $1.8M | 2.1k | 862.34 |
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| Abbott Laboratories (ABT) | 0.3 | $1.7M | -5% | 14k | 125.29 |
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| Medtronic (MDT) | 0.3 | $1.7M | -2% | 18k | 96.06 |
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| Mondelez Int (MDLZ) | 0.3 | $1.7M | -5% | 32k | 53.83 |
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| Vanguard Value ETF (VTV) | 0.3 | $1.7M | 8.9k | 190.99 |
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| Nike (NKE) | 0.3 | $1.7M | -8% | 26k | 63.71 |
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| CVS Caremark Corporation (CVS) | 0.3 | $1.7M | 21k | 79.36 |
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| Paypal Holdings (PYPL) | 0.3 | $1.7M | -9% | 29k | 58.38 |
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| Exelon Corporation (EXC) | 0.3 | $1.4M | 33k | 43.59 |
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| Norfolk Southern (NSC) | 0.3 | $1.4M | -2% | 4.8k | 288.72 |
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| Vanguard Total Stock Market ETF (VTI) | 0.3 | $1.4M | 4.0k | 335.27 |
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| SYSCO Corporation (SYY) | 0.2 | $1.3M | -4% | 18k | 73.69 |
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| Dupont De Nemours (DD) | 0.2 | $1.0M | 26k | 40.20 |
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| ING Groep (ING) | 0.2 | $885k | 32k | 28.00 |
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| Dimensional Etf Trust (DFIV) | 0.1 | $789k | 16k | 49.90 |
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| iShares Russell 2000 Index (IWM) | 0.1 | $761k | 3.1k | 246.16 |
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| Home Depot (HD) | 0.1 | $681k | -8% | 2.0k | 344.10 |
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| SPDR MSCI ACWI ex-US (CWI) | 0.1 | $630k | 18k | 35.92 |
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| Invesco Qqq Trust Series 1 (QQQ) | 0.1 | $628k | +14% | 1.0k | 614.31 |
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| Wells Fargo & Company (WFC) | 0.1 | $586k | 6.3k | 93.20 |
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| Dimensional Etf Trust National Municip (DFNM) | 0.1 | $543k | 11k | 48.17 |
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| Vanguard Small-Cap Value ETF (VBR) | 0.1 | $536k | 2.5k | 211.79 |
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| Principal Financial (PFG) | 0.1 | $505k | 5.7k | 88.21 |
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| Qualcomm (QCOM) | 0.1 | $486k | -2% | 2.8k | 171.05 |
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| iShares Dow Jones US Health Care (IHF) | 0.1 | $479k | 10k | 47.94 |
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| Vanguard Europe Pacific ETF (VEA) | 0.1 | $469k | 7.5k | 62.47 |
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| iShares S&P Natl AMTFr Mncpl Bd (MUB) | 0.1 | $442k | 4.1k | 107.11 |
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| SPDR DJ Wilshire Large Cap Value (SPYV) | 0.1 | $403k | 7.1k | 56.81 |
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| Technology SPDR (XLK) | 0.1 | $383k | NEW | 2.7k | 143.97 |
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| Ishares U S Etf Tr shr mat mu etf (MEAR) | 0.1 | $335k | 6.6k | 50.32 |
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| Vanguard Intmdte Tm Govt Bd ETF (VGIT) | 0.1 | $316k | 5.3k | 59.93 |
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| Financial Select Sector SPDR (XLF) | 0.1 | $315k | NEW | 5.8k | 54.77 |
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| Health Care SPDR (XLV) | 0.1 | $310k | 2.0k | 154.80 |
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| Energy Select Sector SPDR (XLE) | 0.1 | $307k | +170% | 6.9k | 44.71 |
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| iShares Russell 1000 Index (IWB) | 0.1 | $299k | 800.00 | 373.44 |
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| Merck & Co (MRK) | 0.1 | $297k | -17% | 2.8k | 105.26 |
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| AFLAC Incorporated (AFL) | 0.1 | $278k | 2.5k | 110.27 |
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| Vanguard REIT ETF (VNQ) | 0.1 | $270k | 3.0k | 88.49 |
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| Deere & Company (DE) | 0.1 | $267k | -4% | 574.00 | 465.57 |
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| Rbc Cad (RY) | 0.0 | $265k | 1.6k | 170.49 |
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| Spdr Tr russell 1000 lowvol (LGLV) | 0.0 | $262k | -10% | 1.5k | 175.57 |
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| Vanguard Dividend Appreciation ETF (VIG) | 0.0 | $259k | -4% | 1.2k | 219.78 |
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| Hershey Company (HSY) | 0.0 | $233k | -18% | 1.3k | 181.98 |
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| Invesco Exchange Traded Fd T ftse rafi 1000 (PRF) | 0.0 | $223k | 4.8k | 46.92 |
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| Consumer Staples Select Sect. SPDR (XLP) | 0.0 | $216k | NEW | 2.8k | 77.68 |
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| Ishares Tr rus200 idx etf (IWL) | 0.0 | $209k | 1.2k | 170.63 |
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| BlackRock Enhanced Dividend Achievers Tr (BDJ) | 0.0 | $139k | 15k | 9.48 |
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| Perspective Therapeutics (CATX) | 0.0 | $52k | 19k | 2.75 |
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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 Q4 filed Jan. 6, 2026
- 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