Iowa State Bank
Latest statistics and disclosures from Iowa State Bank's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SPHY, IEFA, IJH, IEMG, JPM, and represent 23.57% of Iowa State Bank's stock portfolio.
- Added to shares of these 10 stocks: SPHY (+$19M), IWM (+$6.4M), IEMG, KO, NFLX, IEFA, DD, MU, META, PLTR.
- Started 4 new stock positions in MU, NFLX, KO, ED.
- Reduced shares in these 10 stocks: IJR (-$7.1M), EOG, CAH, PYPL, NSC, ABBV, BMY, GOOGL, FCX, JNJ.
- Sold out of its positions in EOG, IWL, NSC, PYPL, XLP, XLF, XLK.
- Iowa State Bank was a net buyer of stock by $20M.
- Iowa State Bank has $543M in assets under management (AUM), dropping by 1.91%.
- Central Index Key (CIK): 0001546967
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Portfolio Holdings for Iowa State Bank
Iowa State Bank holds 117 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Spdr Series spdr bofa crss (SPHY) | 6.0 | $33M | +133% | 1.4M | 23.32 |
|
| Ishares Core Msci Eafe Etf core msci eafe (IEFA) | 5.8 | $31M | +6% | 345k | 90.53 |
|
| iShares S&P MidCap 400 Index (IJH) | 4.7 | $26M | 380k | 67.53 |
|
|
| Ishares Inc core msci emkt (IEMG) | 3.6 | $19M | +30% | 278k | 69.75 |
|
| JPMorgan Chase & Co. (JPM) | 3.5 | $19M | +2% | 66k | 294.16 |
|
| Apple (AAPL) | 3.5 | $19M | -3% | 76k | 253.79 |
|
| Alphabet Inc Class A cs (GOOGL) | 3.2 | $17M | -5% | 60k | 287.56 |
|
| NVIDIA Corporation (NVDA) | 3.0 | $16M | +5% | 93k | 174.40 |
|
| Microsoft Corporation (MSFT) | 2.7 | $15M | 40k | 370.17 |
|
|
| iShares S&P SmallCap 600 Index (IJR) | 2.3 | $13M | -35% | 102k | 124.31 |
|
| Exxon Mobil Corporation (XOM) | 2.2 | $12M | +8% | 70k | 169.66 |
|
| Cisco Systems (CSCO) | 1.9 | $10M | +2% | 133k | 77.59 |
|
| Amazon (AMZN) | 1.8 | $9.9M | -2% | 47k | 208.27 |
|
| Abbvie (ABBV) | 1.8 | $9.9M | -10% | 45k | 217.49 |
|
| Morgan Stanley (MS) | 1.8 | $9.7M | 59k | 164.57 |
|
|
| Chevron Corporation (CVX) | 1.6 | $8.7M | +5% | 42k | 206.90 |
|
| Emerson Electric (EMR) | 1.5 | $8.3M | 64k | 131.02 |
|
|
| Johnson & Johnson (JNJ) | 1.5 | $8.1M | -9% | 33k | 244.44 |
|
| Cardinal Health (CAH) | 1.5 | $8.1M | -19% | 38k | 211.31 |
|
| Facebook Inc cl a (META) | 1.4 | $7.6M | +15% | 13k | 572.13 |
|
| Berkshire Hathaway (BRK.B) | 1.4 | $7.4M | -5% | 16k | 479.20 |
|
| iShares Russell 2000 Index (IWM) | 1.3 | $7.1M | +832% | 29k | 248.00 |
|
| Eaton (ETN) | 1.3 | $6.9M | 19k | 357.67 |
|
|
| SPDR Dow Jones Industrial Average ETF (DIA) | 1.3 | $6.9M | 15k | 463.26 |
|
|
| Raytheon Technologies Corp (RTX) | 1.2 | $6.8M | 35k | 192.90 |
|
|
| Spdr S&p 500 Etf (SPY) | 1.2 | $6.5M | -4% | 9.9k | 650.34 |
|
| Caterpillar (CAT) | 1.2 | $6.3M | 8.9k | 708.46 |
|
|
| International Business Machines (IBM) | 1.1 | $6.0M | +9% | 25k | 242.39 |
|
| Palantir Technologies (PLTR) | 1.0 | $5.5M | +20% | 38k | 146.28 |
|
| Broadcom (AVGO) | 1.0 | $5.5M | +6% | 18k | 309.51 |
|
| Duke Energy (DUK) | 1.0 | $5.5M | +3% | 42k | 130.94 |
|
| Visa (V) | 1.0 | $5.2M | -2% | 17k | 302.24 |
|
| Oracle Corporation (ORCL) | 1.0 | $5.2M | +11% | 35k | 147.11 |
|
| Procter & Gamble Company (PG) | 0.9 | $5.2M | -6% | 36k | 144.44 |
|
| Berkshire Hathaway (BRK.A) | 0.9 | $5.0M | 7.00 | 718140.00 |
|
|
| Pepsi (PEP) | 0.9 | $4.9M | 32k | 155.29 |
|
|
| Yum! Brands (YUM) | 0.9 | $4.8M | 31k | 155.48 |
|
|
| Eli Lilly & Co. (LLY) | 0.9 | $4.7M | -9% | 5.1k | 919.77 |
|
| Prudential Financial (PRU) | 0.8 | $4.6M | +3% | 47k | 97.69 |
|
| Bank of America Corporation (BAC) | 0.8 | $4.5M | 93k | 48.75 |
|
|
| Verizon Communications (VZ) | 0.8 | $4.5M | -6% | 90k | 50.20 |
|
| salesforce (CRM) | 0.7 | $3.6M | +6% | 19k | 186.67 |
|
| Walt Disney Company (DIS) | 0.7 | $3.5M | 37k | 96.38 |
|
|
| Intercontinental Exchange (ICE) | 0.6 | $3.5M | 22k | 157.28 |
|
|
| Palo Alto Networks (PANW) | 0.6 | $3.4M | +2% | 21k | 160.32 |
|
| Blackrock (BLK) | 0.6 | $3.4M | -2% | 3.5k | 961.71 |
|
| Amgen (AMGN) | 0.6 | $3.4M | 9.5k | 351.85 |
|
|
| Truist Financial Corp equities (TFC) | 0.6 | $3.3M | -17% | 72k | 45.97 |
|
| Coca-Cola Company (KO) | 0.6 | $3.3M | NEW | 43k | 76.05 |
|
| United Parcel Service (UPS) | 0.6 | $3.2M | 32k | 98.38 |
|
|
| Analog Devices (ADI) | 0.6 | $3.2M | 9.9k | 318.14 |
|
|
| McDonald's Corporation (MCD) | 0.6 | $3.1M | 9.9k | 310.79 |
|
|
| Dupont De Nemours (DD) | 0.6 | $3.1M | +163% | 67k | 45.80 |
|
| Waste Management (WM) | 0.6 | $3.1M | 13k | 229.79 |
|
|
| Honeywell International (HON) | 0.6 | $3.0M | 13k | 226.03 |
|
|
| Lowe's Companies (LOW) | 0.5 | $2.9M | -4% | 12k | 236.28 |
|
| Wal-Mart Stores (WMT) | 0.5 | $2.9M | -7% | 23k | 124.28 |
|
| Charles Schwab Corporation (SCHW) | 0.5 | $2.8M | 30k | 93.98 |
|
|
| American Tower Reit (AMT) | 0.5 | $2.8M | +12% | 16k | 172.58 |
|
| Linde (LIN) | 0.5 | $2.6M | -2% | 5.3k | 495.76 |
|
| Johnson Controls International Plc equity (JCI) | 0.5 | $2.6M | 20k | 130.95 |
|
|
| MetLife (MET) | 0.5 | $2.6M | -20% | 37k | 70.72 |
|
| Gilead Sciences (GILD) | 0.5 | $2.6M | -17% | 19k | 139.37 |
|
| Digital Realty Trust (DLR) | 0.5 | $2.6M | 14k | 180.21 |
|
|
| At&t (T) | 0.5 | $2.5M | +3% | 87k | 28.99 |
|
| Pfizer (PFE) | 0.5 | $2.5M | 88k | 28.08 |
|
|
| TJX Companies (TJX) | 0.4 | $2.4M | 15k | 159.70 |
|
|
| SPDR DJ Wilshire Large Cap Growth (SPYG) | 0.4 | $2.3M | -7% | 24k | 97.91 |
|
| Netflix (NFLX) | 0.4 | $2.3M | NEW | 24k | 96.15 |
|
| iShares S&P 500 Index (IVV) | 0.4 | $2.1M | +2% | 3.3k | 653.21 |
|
| AmerisourceBergen (COR) | 0.4 | $2.1M | 6.8k | 314.14 |
|
|
| Costco Wholesale Corporation (COST) | 0.4 | $2.1M | 2.1k | 996.43 |
|
|
| Masco Corporation (MAS) | 0.4 | $2.1M | 35k | 60.37 |
|
|
| iShares Lehman Aggregate Bond (AGG) | 0.4 | $2.0M | -18% | 20k | 99.27 |
|
| Freeport-McMoRan Copper & Gold (FCX) | 0.4 | $2.0M | -31% | 34k | 58.78 |
|
| Bristol Myers Squibb (BMY) | 0.3 | $1.8M | -34% | 30k | 60.65 |
|
| Vanguard Value ETF (VTV) | 0.3 | $1.7M | 8.9k | 196.20 |
|
|
| Abbott Laboratories (ABT) | 0.3 | $1.7M | +21% | 17k | 102.67 |
|
| Mondelez Int (MDLZ) | 0.3 | $1.7M | -6% | 30k | 57.64 |
|
| Exelon Corporation (EXC) | 0.3 | $1.6M | 33k | 49.02 |
|
|
| Nike (NKE) | 0.3 | $1.5M | +6% | 28k | 52.82 |
|
| CVS Caremark Corporation (CVS) | 0.3 | $1.5M | -3% | 21k | 71.82 |
|
| Micron Technology (MU) | 0.3 | $1.5M | NEW | 4.4k | 337.84 |
|
| Vanguard Total Stock Market ETF (VTI) | 0.2 | $1.3M | +2% | 4.1k | 320.81 |
|
| SYSCO Corporation (SYY) | 0.2 | $1.3M | 18k | 71.33 |
|
|
| Medtronic (MDT) | 0.2 | $1.2M | -20% | 14k | 86.65 |
|
| Dimensional Etf Trust (DFIV) | 0.2 | $835k | 16k | 52.78 |
|
|
| ING Groep (ING) | 0.2 | $821k | 32k | 26.05 |
|
|
| Home Depot (HD) | 0.1 | $651k | 2.0k | 328.89 |
|
|
| SPDR MSCI ACWI ex-US (CWI) | 0.1 | $635k | 17k | 36.59 |
|
|
| Invesco Qqq Trust Series 1 (QQQ) | 0.1 | $581k | 1.0k | 577.18 |
|
|
| Dimensional Etf Trust National Municip (DFNM) | 0.1 | $540k | 11k | 47.93 |
|
|
| Wells Fargo & Company (WFC) | 0.1 | $500k | 6.3k | 79.61 |
|
|
| Principal Financial (PFG) | 0.1 | $496k | -3% | 5.5k | 90.11 |
|
| Vanguard Europe Pacific ETF (VEA) | 0.1 | $493k | +2% | 7.7k | 64.08 |
|
| Vanguard Small-Cap Value ETF (VBR) | 0.1 | $456k | -17% | 2.1k | 217.25 |
|
| iShares S&P Natl AMTFr Mncpl Bd (MUB) | 0.1 | $450k | +2% | 4.2k | 106.15 |
|
| iShares Dow Jones US Health Care (IHF) | 0.1 | $419k | 10k | 41.85 |
|
|
| SPDR DJ Wilshire Large Cap Value (SPYV) | 0.1 | $402k | 7.1k | 56.58 |
|
|
| Deere & Company (DE) | 0.1 | $362k | +11% | 642.00 | 563.30 |
|
| Ishares U S Etf Tr shr mat mu etf (MEAR) | 0.1 | $335k | 6.6k | 50.34 |
|
|
| Vanguard Intmdte Tm Govt Bd ETF (VGIT) | 0.1 | $314k | 5.3k | 59.55 |
|
|
| Health Care SPDR (XLV) | 0.1 | $293k | 2.0k | 146.61 |
|
|
| iShares Russell 1000 Index (IWB) | 0.1 | $285k | 800.00 | 356.56 |
|
|
| Vanguard REIT ETF (VNQ) | 0.1 | $281k | +4% | 3.2k | 88.70 |
|
| Energy Select Sector SPDR (XLE) | 0.1 | $281k | -33% | 4.6k | 61.26 |
|
| AFLAC Incorporated (AFL) | 0.1 | $277k | 2.5k | 109.71 |
|
|
| Vanguard Dividend Appreciation ETF (VIG) | 0.0 | $254k | 1.2k | 215.06 |
|
|
| Rbc Cad (RY) | 0.0 | $251k | 1.6k | 161.78 |
|
|
| Hershey Company (HSY) | 0.0 | $250k | -5% | 1.2k | 207.89 |
|
| Spdr Tr russell 1000 lowvol (LGLV) | 0.0 | $237k | -10% | 1.3k | 178.10 |
|
| Qualcomm (QCOM) | 0.0 | $228k | -37% | 1.8k | 128.78 |
|
| Invesco Exchange Traded Fd T ftse rafi 1000 (PRF) | 0.0 | $226k | 4.8k | 47.53 |
|
|
| Consolidated Edison (ED) | 0.0 | $213k | NEW | 1.9k | 113.18 |
|
| Merck & Co (MRK) | 0.0 | $204k | -39% | 1.7k | 120.29 |
|
| BlackRock Enhanced Dividend Achievers Tr (BDJ) | 0.0 | $127k | 15k | 8.62 |
|
|
| Perspective Therapeutics (CATX) | 0.0 | $80k | 19k | 4.17 |
|
Past Filings by Iowa State Bank
SEC 13F filings are viewable for Iowa State Bank going back to 2013
- Iowa State Bank 2026 Q1 filed April 15, 2026
- 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