Iowa State Bank Reduced Holdings in Q1 2025

Iowa State Bank

  • $462 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
-1.01M
- 90.89%
$11.22 - $11.8 $11.4M - $11.9M
101K $1.15M
NVDA
Nvidia Corp

Technology
-1.34K
- 1.51%
$106.98 - $149.43 $143K - $200K
87.1K $9.44M
GOOGL
Alphabet Inc.

Communication Services
-3.81K
- 7.51%
$154.33 - $206.19 $588K - $786K
47K $7.25M
META
Meta Platforms, Inc.

Communication Services
-2.49K
- 14.97%
$576.36 - $736.67 $1.44M - $1.84M
14.2K $8.17M
IEFA
Ishares Tr

ETFs
-47.9K
- 14.47%
$69.57 - $78.65 $3.33M - $3.77M
283K $21.6M
CRM
Salesforce, Inc.

Technology
-411
- 1.95%
$268.36 - $359.95 $110K - $148K
20.7K $5.54M
PG
Procter & Gamble CO

Consumer Defensive
-9.06K
- 18.47%
$158.56 - $176.26 $1.44M - $1.6M
40K $6.82M
SPY
Spdr S&P 500 ETF Trust

ETFs
-1.83K
- 13.88%
$551.42 - $612.93 $1.01M - $1.12M
11.3K $6.34M
AVGO
Broadcom Inc.

Technology
-408
- 2.22%
$167.43 - $244.7 $68.3K - $99.8K
18K $3.01M
EMR
Emerson Electric CO

Industrials
-1.55K
- 2.07%
$108.64 - $131.17 $168K - $203K
73.2K $8.03M
ORCL
Oracle Corp

Technology
-1.34K
- 3.86%
$139.81 - $186.47 $188K - $250K
33.4K $4.67M
MAS
Masco Corp

Industrials
-9.92K
- 19.55%
$68.67 - $81.85 $681K - $812K
40.8K $2.84M
JPM
Jpmorgan Chase & CO

Financial Services
-5.09K
- 6.99%
$225.19 - $279.95 $1.15M - $1.43M
67.8K $16.6M
PEP
Pepsico Inc

Consumer Defensive
-4.91K
- 11.97%
$142.64 - $156.42 $700K - $768K
36.1K $5.42M
LOW
Lowes Companies Inc

Consumer Cyclical
-2.4K
- 14.91%
$222.66 - $268.42 $533K - $643K
13.7K $3.19M
SPYG
Spdr Portfolio

ETFs
-5.74K
- 16.92%
$80.05 - $92.39 $459K - $530K
28.2K $2.26M
DLR
Digital Realty Trust, Inc.

Real Estate
-844
- 5.32%
$142.1 - $183.56 $120K - $155K
15K $2.15M
CAT
Caterpillar Inc

Industrials
-377
- 2.99%
$326.75 - $407.63 $123K - $154K
12.2K $4.03M
OMC
Omnicom Group Inc.

Communication Services
-5.45K
- 22.39%
$79.43 - $88.34 $433K - $481K
18.9K $1.57M
MRK
Merck & Co., Inc.

Healthcare
-2.37K
- 7.52%
$83.01 - $101.02 $197K - $239K
29.1K $2.61M
CSCO
Cisco Systems, Inc.

Technology
-13.9K
- 9.35%
$58.74 - $64.87 $815K - $900K
134K $8.3M
PANW
Palo Alto Networks Inc

Technology
-1.21K
- 5.23%
$167.82 - $208.28 $203K - $252K
22K $3.75M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-631
- 38.95%
$468.34 - $539.52 $296K - $340K
989 $463K
PRU
Prudential Financial Inc

Financial Services
-247
- 0.53%
$105.04 - $122.33 $25.9K - $30.2K
46.1K $5.14M
CMCSA
Comcast Corp

Communication Services
-5.84K
- 10.54%
$33.19 - $38.23 $194K - $223K
49.6K $1.83M
ICE
Intercontinental Exchange, Inc.

Financial Services
-5.29K
- 17.5%
$142.8 - $176.36 $755K - $932K
24.9K $4.3M
CWI
Spdr Ser Tr Spdr Msci Acwi Ex

ETFs
-8.6K
- 29.74%
$27.47 - $30.62 $236K - $263K
20.3K $605K
SYY
Sysco Corp

Consumer Defensive
-1.89K
- 9.12%
$70.0 - $77.13 $133K - $146K
18.9K $1.42M
QCOM
Qualcomm Inc

Technology
-824
- 4.54%
$151.94 - $175.86 $125K - $145K
17.3K $2.66M
MET
Metlife Inc

Financial Services
-520
- 0.99%
$77.7 - $87.0 $40.4K - $45.2K
52K $4.17M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-30
- 0.2%
$408.78 - $448.82 $12.3K - $13.5K
14.8K $6.23M
LGLV
Spdr Ssga Us Large Cap Low Vol

ETFs
-665
- 21.63%
$162.48 - $175.37 $108K - $117K
2.41K $414K
HD
Home Depot, Inc.

Consumer Cyclical
-88
- 3.92%
$347.25 - $424.87 $30.6K - $37.4K
2.16K $790K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-1.23K
- 4.15%
$95.85 - $99.25 $117K - $122K
28.3K $2.8M
EOG
Eog Resources Inc

Energy
-1.54K
- 6.0%
$120.54 - $138.05 $186K - $213K
24.1K $3.1M
HSY
Hershey CO

Consumer Defensive
-151
- 8.55%
$144.74 - $186.36 $21.9K - $28.1K
1.62K $276K
VIG
Vanguard Dividend Appreciation

ETFs
-76
- 5.78%
N/A
1.24K $225K
MCD
Mcdonalds Corp

Consumer Cyclical
-850
- 7.39%
$279.74 - $321.29 $238K - $273K
10.7K $3.33M
PFG
Principal Financial Group Inc

Financial Services
-563
- 8.54%
$76.34 - $89.04 $43K - $50.1K
6.03K $508K
Linde PLC
-591
- 9.73%
N/A
5.49K $0
TJX
Tjx Companies Inc

Consumer Cyclical
-99
- 0.6%
$112.81 - $126.16 $11.2K - $12.5K
16.3K $1.99M
COP
Conocophillips

Energy
-1.11K
- 4.8%
$88.6 - $105.85 $98.6K - $118K
22.1K $2.32M
CHE
Chemed Corp

Healthcare
-50
- 7.14%
$521.84 - $615.32 $26.1K - $30.8K
650 $399K
EXC
Exelon Corp

Utilities
-4.42K
- 11.39%
$37.3 - $46.08 $165K - $204K
34.4K $1.59M
DUK
Duke Energy Corp

Utilities
-1.62K
- 6.67%
$105.87 - $121.97 $171K - $197K
22.6K $2.76M
LLY
Eli Lilly & CO

Healthcare
-180
- 3.14%
$725.72 - $929.72 $131K - $167K
5.55K $4.59M
MDLZ
Mondelez International, Inc.

Consumer Defensive
-455
- 1.27%
$56.12 - $68.15 $25.5K - $31K
35.2K $2.39M
AMGN
Amgen Inc

Healthcare
-390
- 3.74%
$258.59 - $327.36 $101K - $128K
10K $3.13M
XOM
Exxon Mobil Corp

Energy
-1.75K
- 3.06%
$105.44 - $118.93 $184K - $208K
55.4K $6.59M
Activity Summary
Buys All Purchases 49 New Holdings 16 Increased Positions 33 Sells All Sells 59 Reductions 59 Sold out 0 Options Calls 0 Puts 0
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