Iowa State Bank
CIK: 0001546967SEC EDGAR →
Portfolio Value
$533.3M
Holdings
120
As of
Q4 2025
New Positions
4
Closed Positions
6
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | iShares Core MSCI EAFE ETF | 323,863 | $29.0M | 5.43% |
| 2 | iShares Core S&P Mid-Cap 400 Index ETF | 385,910 | $25.5M | 4.78% |
| 3 | Apple Inc | 78,568 | $21.4M | 4.01% |
| 4 | JP Morgan Chase & Co | 63,767 | $20.5M | 3.85% |
| 5 | Alphabet Inc Class A | 63,241 | $19.8M | 3.71% |
| 6 | Microsoft Corp | 40,097 | $19.4M | 3.64% |
| 7 | iShares Core S&P Small-Cap 600 ETF | 158,652 | $19.1M | 3.58% |
| 8 | NVIDIA Corp | 88,427 | $16.5M | 3.09% |
| 9 | iShares Core MSCI Emerging Mkts ETF | 213,425 | $14.3M | 2.69% |
| 10 | State Street SPDR Portfolio High Yield ETF | 596,768 | $14.1M | 2.65% |
Quarterly Changes
Top Buys
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 45 | $168.7M | 31.6% |
| Technology | 14 | $104.9M | 19.7% |
| Unknown | 10 | $57.3M | 10.8% |
| Healthcare | 13 | $51.1M | 9.6% |
| Industrials | 11 | $41.3M | 7.8% |
| Communication Services | 4 | $33.7M | 6.3% |
| Consumer Cyclical | 8 | $29.1M | 5.5% |
| Consumer Defensive | 7 | $17.8M | 3.3% |
| Energy | 3 | $16.2M | 3.0% |
| Basic Materials | 3 | $5.8M | 1.1% |
| Utilities | 1 | $4.7M | 0.9% |
| Real Estate | 1 | $2.5M | 0.5% |