Iowa State Bank has filed its 13F form on April 09, 2025 for Q1 2025 where it was disclosed a total value porftolio of $462 Million distributed in 120 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P Mid Cap ETF with a value of $21.9M, Ishares Tr with a value of $21.6M, Ishares Core S&P Sm Cap ETF with a value of $18.3M, Apple Inc. with a value of $17.9M, and Jpmorgan Chase & CO with a value of $16.6M.

Examining the 13F form we can see an decrease of $14M in the current position value, from $476M to 462M.

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

Portfolio value $462 Million
ETFs: $117 Million
Technology: $79.5 Million
Financial Services: $72.6 Million
Healthcare: $50.5 Million
Industrials: $38.2 Million
Communication Services: $25 Million
Consumer Cyclical: $23.7 Million
Consumer Defensive: $20.7 Million
Other: $34.8 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 120
  • Current Value $462 Million
  • Prior Value $476 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 09, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 16 stocks
  • Additional Purchases 33 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 59 stocks
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