Iowa State Bank
CIK: 0001546967SEC EDGAR →
Portfolio Value
$533K
Holdings
120
As of
Q4 2025
New Positions
4
Closed Positions
6
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | iShares Core MSCI EAFE ETF | 323,863 | $29K | 5.43% |
| 2 | iShares Core S&P Mid-Cap 400 Index ETF | 385,910 | $25K | 4.78% |
| 3 | Apple Inc | 78,568 | $21K | 4.01% |
| 4 | JP Morgan Chase & Co | 63,767 | $21K | 3.85% |
| 5 | Alphabet Inc Class A | 63,241 | $20K | 3.71% |
| 6 | Microsoft Corp | 40,097 | $19K | 3.64% |
| 7 | iShares Core S&P Small-Cap 600 ETF | 158,652 | $19K | 3.58% |
| 8 | NVIDIA Corp | 88,427 | $16K | 3.09% |
| 9 | iShares Core MSCI Emerging Mkts ETF | 213,425 | $14K | 2.69% |
| 10 | State Street SPDR Portfolio High Yield ETF | 596,768 | $14K | 2.65% |
Quarterly Changes
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 45 | $169K | 31.6% |
| Technology | 14 | $105K | 19.7% |
| Unknown | 10 | $57K | 10.8% |
| Healthcare | 13 | $51K | 9.6% |
| Industrials | 11 | $41K | 7.8% |
| Communication Services | 4 | $34K | 6.3% |
| Consumer Cyclical | 8 | $29K | 5.5% |
| Consumer Defensive | 7 | $18K | 3.3% |
| Energy | 3 | $16K | 3.0% |
| Basic Materials | 3 | $6K | 1.1% |
| Utilities | 1 | $5K | 0.9% |
| Real Estate | 1 | $3K | 0.5% |