Iowa State Bank Portfolio Holdings

Iowa State Bank

  • $515 Million
  • Q3 2025

Iowa State Bank has filed its 13F form on October 03, 2025 for Q3 2025 where it was disclosed a total value porftolio of $515 Million distributed in 126 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Tr with a value of $28M, Ishares Core S&P Mid Cap ETF with a value of $25M, Microsoft Corp with a value of $20.9M, Jpmorgan Chase & CO with a value of $20.3M, and Apple Inc. with a value of $20M.

Examining the 13F form we can see an increase of $22.6M in the current position value, from $492M to 515M.

Below you can find more details about Iowa State Bank portfolio as well as his latest detailed transactions.

Portfolio value $515 Million
ETFs: $129 Million
Technology: $104 Million
Financial Services: $78.9 Million
Healthcare: $47.2 Million
Industrials: $41 Million
Communication Services: $34.7 Million
Consumer Cyclical: $28 Million
Consumer Defensive: $19.1 Million
Other: $32.3 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$28 Million 5.44% of portfolio
321,974
Q3 2025 Added 16.36%
$0
$25 Million 4.86% of portfolio
383,147
Q3 2025 Added 2.28%
$3.78T
$20.9 Million 4.07% of portfolio
40,410
Q3 2025 Reduced 0.99%
$881B
$20.3 Million 3.95% of portfolio
64,511
Q3 2025 Reduced 4.08%
$4.3T
$20 Million 3.89% of portfolio
78,511
Q3 2025 Reduced 2.16%
$0
$19.2 Million 3.72% of portfolio
161,185
Q3 2025 Reduced 10.41%
$465B
$16 Million 3.11% of portfolio
85,896
Q3 2025 Reduced 2.12%
$1.65T
$13.8 Million 2.69% of portfolio
56,842
Q3 2025 Added 20.09%
$0
$13.7 Million 2.67% of portfolio
574,739
Q3 2025 Added 5.01%
$414B
$11.7 Million 2.28% of portfolio
50,667
Q3 2025 Reduced 2.24%
$0
$11.6 Million 2.25% of portfolio
215,954
Q3 2025 Reduced 1.85%
$2.39T
$10.5 Million 2.05% of portfolio
47,932
Q3 2025 Reduced 1.25%
$270B
$9.56 Million 1.86% of portfolio
60,125
Q3 2025 Reduced 4.62%
$319B
$9.04 Million 1.76% of portfolio
132,071
Q3 2025 Reduced 1.05%
$593B
$8.87 Million 1.72% of portfolio
31,540
Q3 2025 Reduced 5.73%
$75.4B
$8.47 Million 1.65% of portfolio
64,597
Q3 2025 Reduced 6.24%
$662B
$8.3 Million 1.61% of portfolio
16,506
Q3 2025 Reduced 0.66%
$53.8B
$7.44 Million 1.45% of portfolio
47,373
Q3 2025 Reduced 5.65%
$490B
$7.34 Million 1.43% of portfolio
65,109
Q3 2025 Added 18.9%
$140B
$7.24 Million 1.41% of portfolio
19,339
Q3 2025 Reduced 7.83%
$522B
$6.92 Million 1.35% of portfolio
37,328
Q3 2025 Reduced 16.68%
$0
$6.88 Million 1.34% of portfolio
14,840
Q1 2025 Reduced 0.2%
$0
$6.74 Million 1.31% of portfolio
10,116
Q3 2025 Added 0.48%
$266B
$6.63 Million 1.29% of portfolio
23,491
Q3 2025 Reduced 1.76%
$303B
$6.37 Million 1.24% of portfolio
41,027
Q3 2025 Reduced 4.01%
$533B
$6.18 Million 1.2% of portfolio
18,098
Q3 2025 Reduced 3.44%
$346B
$6.03 Million 1.17% of portfolio
39,268
Q3 2025 Reduced 1.5%
$258B
$5.97 Million 1.16% of portfolio
35,670
Q3 2025 Reduced 3.66%
$342B
$5.52 Million 1.07% of portfolio
30,238
Q3 2025 Added 1.74%
$139B
$5.47 Million 1.06% of portfolio
16,574
Q3 2025 Reduced 9.29%
$453B
$5.28 Million 1.03% of portfolio
7
Q1 2022 New
$96.4B
$5.08 Million 0.99% of portfolio
41,024
Q3 2025 Added 86.29%
$413B
$5.04 Million 0.98% of portfolio
97,656
Q3 2025 Added 0.61%
$39.9B
$4.79 Million 0.93% of portfolio
46,127
Q3 2025 Added 1.05%
$42.4B
$4.66 Million 0.91% of portfolio
30,674
Q3 2025 Added 44.6%
$237B
$4.61 Million 0.9% of portfolio
19,446
Q3 2025 Reduced 5.99%
$204B
$4.61 Million 0.9% of portfolio
32,835
Q3 2025 Reduced 7.82%
$291B
$4.4 Million 0.86% of portfolio
9,223
Q3 2025 Reduced 2.46%
$172B
$4.37 Million 0.85% of portfolio
99,420
Q3 2025 Added 24.03%
$971B
$4.26 Million 0.83% of portfolio
5,586
Q3 2025 Reduced 0.02%
$193B
$4.15 Million 0.81% of portfolio
36,238
Q3 2025 Added 36.79%
$61.4B
$4.18 Million 0.81% of portfolio
20,507
Q3 2025 Reduced 6.89%
$59.5B
$4.12 Million 0.8% of portfolio
90,051
Q3 2025 Added 0.53%
$62.7B
$3.95 Million 0.77% of portfolio
47,937
Q3 2025 Added 0.31%
$84.9B
$3.72 Million 0.72% of portfolio
22,052
Q3 2025 Reduced 12.12%
$140B
$3.32 Million 0.64% of portfolio
13,198
Q3 2025 Reduced 1.47%
$224B
$3.14 Million 0.61% of portfolio
10,327
Q3 2025 Reduced 0.51%
$84B
$2.96 Million 0.58% of portfolio
15,412
Q3 2025 Reduced 2.13%
$85.9B
$2.95 Million 0.57% of portfolio
13,377
Q3 2025 Added 0.5%

Summary

  • Portfolio
  • No. of Stocks 126
  • Current Value $515 Million
  • Prior Value $492 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 03, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 5 stocks
  • Additional Purchases 25 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 63 stocks
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