Iowa State Bank Portfolio Holdings

Iowa State Bank

  • $514 Million
  • Q4 2025

Iowa State Bank has filed its 13F form on January 06, 2026 for Q4 2025 where it was disclosed a total value porftolio of $514 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 $28.7M, Ishares Core S&P Mid Cap ETF with a value of $24.8M, Apple Inc. with a value of $21M, Microsoft Corp with a value of $20.3M, and Jpmorgan Chase & CO with a value of $19.2M.

Examining the 13F form we can see an decrease of $462K in the current position value, from $515M to 514M.

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

Portfolio value $514 Million
ETFs: $132 Million
Technology: $104 Million
Financial Services: $75.8 Million
Healthcare: $51.9 Million
Industrials: $40.7 Million
Communication Services: $34.5 Million
Consumer Cyclical: $26.6 Million
Consumer Defensive: $18 Million
Other: $30.6 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$28.7 Million 5.59% of portfolio
323,863
Q4 2025 Added 0.59%
$0
$24.8 Million 4.82% of portfolio
385,910
Q4 2025 Added 0.72%
$0
$18.5 Million 3.61% of portfolio
158,652
Q4 2025 Reduced 1.57%
$0
$14.1 Million 2.74% of portfolio
596,768
Q4 2025 Added 3.83%
$0
$11.4 Million 2.23% of portfolio
213,425
Q4 2025 Reduced 1.17%
$0
$7 Million 1.36% of portfolio
14,840
Q1 2025 Reduced 0.2%
$0
$6.93 Million 1.35% of portfolio
10,406
Q4 2025 Added 2.87%
$0
$2.68 Million 0.52% of portfolio
25,606
Q4 2025 Reduced 1.39%
$0
$2.52 Million 0.49% of portfolio
25,173
Q4 2025 Added 15.82%
$0
$2.16 Million 0.42% of portfolio
3,201
Q3 2025 Reduced 0.96%
$0
$1.66 Million 0.32% of portfolio
8,891
Q1 2025 New
$0
$1.33 Million 0.26% of portfolio
4,046
Q1 2025 New
$0
$757,000 0.15% of portfolio
15,812
Q1 2025 New
$0
$767,000 0.15% of portfolio
2,662
Q4 2025 New
$0
$733,000 0.14% of portfolio
3,090
Q1 2025 New
$0
$616,000 0.12% of portfolio
1,022
Q4 2025 Added 14.57%
$0
$631,000 0.12% of portfolio
6,864
Q4 2025 Added 170.34%
$0
$543,000 0.11% of portfolio
11,271
Q1 2025 New
$0
$520,000 0.1% of portfolio
2,531
Q1 2025 New
$0
$460,000 0.09% of portfolio
7,511
Q1 2025 New
$0
$441,000 0.09% of portfolio
4,126
Q2 2025 Reduced 2.8%
$0
$477,000 0.09% of portfolio
10,000
Q1 2024 Added 400.0%
$0
$398,000 0.08% of portfolio
7,100
Q2 2024 Reduced 4.05%
$0
$303,000 0.06% of portfolio
2,000
Q3 2023 Reduced 27.27%
$0
$334,000 0.06% of portfolio
6,649
Q1 2025 New
$0
$316,000 0.06% of portfolio
5,271
Q1 2025 New
$0
$294,000 0.06% of portfolio
800
Q4 2023 New
$0
$301,000 0.06% of portfolio
5,750
Q4 2025 New
$0
$272,000 0.05% of portfolio
3,045
Q1 2025 New
$0
$260,000 0.05% of portfolio
1,491
Q4 2025 Reduced 10.18%
$0
$216,000 0.04% of portfolio
4,750
Q2 2025 New
$0
$211,000 0.04% of portfolio
2,780
Q4 2025 New
$0
$214,000 0.04% of portfolio
1,179
Q4 2025 Reduced 4.84%
$0
$205,000 0.04% of portfolio
1,222
Q3 2025 New

Summary

  • Portfolio
  • No. of Stocks 126
  • Current Value $514 Million
  • Prior Value $515 Million
  • Filing
  • Period Q4 2025
  • Filing Date January 06, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 3 stocks
  • Additional Purchases 27 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 64 stocks
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