Iowa State Bank
13F Reported Value
ⓘ$598.4M
Holdings
118
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Iowa State Bank disclosed 118 positions worth $598.4M in its Form 13F-HR for Q2 2026. During the quarter the fund opened 5 new positions and exited 4 — including a new stake in $TXN and a full exit from $WFC. The portfolio is most concentrated in Other (29.7% of disclosed assets). All figures are sourced directly from Iowa State Bank’s Form 13F-HR filing with the SEC under CIK 1546967.
AI Fund Analysis
Stable
$AAPL
$DIS
$NVDA
$METASector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
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iShares Core MSCI EAFE ETF - Com
—Quality
$34.1M352,924 shState Street SPDR Portfolio High Yield ETF - Com
—Quality
$33.6M1,435,573 shiShares Core S&P Mid Cap 400 Index ETF - Com
—Quality
$29.6M383,982 shiShares Core MSCI Emerging Mkts ETF - Com
—Quality
$23.4M281,878 sh- 76.4
Quality
$21.6M74,734 sh - 78.2
Quality
$21.5M60,152 sh - 70.7
Quality
$20.1M61,472 sh - 85.9
Quality
$18.7M93,444 sh iShares Core S&P Small Cap 600 ETF - Com
—Quality
$15.2M102,368 sh- 79.8
Quality
$15.0M40,177 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| iShares Core MSCI EAFE ETF - Com | — | $34.1M | 352,924 |
| State Street SPDR Portfolio High Yield ETF - Com | — | $33.6M | 1,435,573 |
| iShares Core S&P Mid Cap 400 Index ETF - Com | — | $29.6M | 383,982 |
| iShares Core MSCI Emerging Mkts ETF - Com | — | $23.4M | 281,878 |
| Apple Inc.$AAPL | 76.4 | $21.6M | 74,734 |
 Alphabet Inc.$GOOG | 78.2 | $21.5M | 60,152 |
 JPMORGAN CHASE & CO$JPM | 70.7 | $20.1M | 61,472 |
| NVIDIA CORP$NVDA | 85.9 | $18.7M | 93,444 |
| iShares Core S&P Small Cap 600 ETF - Com | — | $15.2M | 102,368 |
 MICROSOFT CORP$MSFT | 79.8 | $15.0M | 40,177 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Iowa State Bank's 118 positions.
Showing top 10 of 118 holdings.
Sector Allocation
Other
$177.8M
Technology
$148.3M
Financials
$78.3M
Industrials
$43.9M
Healthcare
$40.5M
Consumer Discretionary
$34.2M
Consumer Staples
$24.4M
Energy
$16.6M
Full Holdings — Iowa State Bank (Q2 2026)
All 118 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | iShares Core MSCI EAFE ETF - Com | $34.1M | 5.7% | +2% | — |
| 2 | — | State Street SPDR Portfolio High Yield ETF - Com | $33.6M | 5.6% | +3% | — |
| 3 | — | iShares Core S&P Mid Cap 400 Index ETF - Com | $29.6M | 5.0% | +1% | — |
| 4 | — | iShares Core MSCI Emerging Mkts ETF - Com | $23.4M | 3.9% | +1% | — |
| 5 | $AAPL | Apple Inc. | $21.6M | 3.6% | -2% | 76.4 |
| 6 | $GOOG | Alphabet Inc. | $21.5M | 3.6% | +0% | 78.2 |
| 7 | $JPM | JPMORGAN CHASE & CO | $20.1M | 3.4% | -6% | 70.7 |
| 8 | $NVDA | NVIDIA CORP | $18.7M | 3.1% | +0% | 85.9 |
| 9 | — | iShares Core S&P Small Cap 600 ETF - Com | $15.2M | 2.5% | +1% | — |
| 10 | $MSFT | MICROSOFT CORP | $15.0M | 2.5% | -0% | 79.8 |
| 11 |  $CSCO | CISCO SYSTEMS, INC. | $14.6M | 2.4% | -6% | 70.3 |
| 12 |  $ABBV | AbbVie Inc. | $11.4M | 1.9% | -0% | 72.6 |
| 13 |  $AMZN | AMAZON COM INC | $11.2M | 1.9% | -1% | 68.7 |
| 14 |  $MS | MORGAN STANLEY | $11.1M | 1.9% | -10% | 75.8 |
| 15 |  $XOM.R34088 | EXXON MOBIL CORP | $9.6M | 1.6% | +1% | 57.9 |
| 16 |  $CAT | CATERPILLAR INC | $9.5M | 1.6% | +1% | 66.5 |
| 17 | — | iShares Russell 2000 Index ETF - Com | $9.2M | 1.5% | +6% | — |
| 18 |  $EMR | EMERSON ELECTRIC CO | $9.1M | 1.5% | -0% | 65.3 |
| 19 |  $CAH | CARDINAL HEALTH INC | $9.1M | 1.5% | -0% | 62.4 |
| 20 |  $JNJ | JOHNSON & JOHNSON | $8.5M | 1.4% | +0% | 69 |
| 21 |  $ETN | Eaton Corp plc | $8.3M | 1.4% | +1% | — |
| 22 | $META | Meta Platforms, Inc. | $8.2M | 1.4% | +9% | 79.6 |
| 23 | — | State Street SPDR Dow Jones Indl Average - Com | $7.8M | 1.3% | +0% | — |
| 24 |  $BRK.B | BERKSHIRE HATHAWAY INC | $7.7M | 1.3% | -1% | 73.8 |
| 25 |  $SPY | SPDR S&P 500 ETF TRUST | $7.3M | 1.2% | -1% | — |
| 26 |  $PANW | Palo Alto Networks Inc | $7.3M | 1.2% | -1% | 65.5 |
| 27 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $7.1M | 1.2% | +1% | 70 |
| 28 |  $CVX | CHEVRON CORP | $7.0M | 1.2% | +1% | 62.8 |
| 29 |  $MU | MICRON TECHNOLOGY INC | $6.8M | 1.1% | +35% | 86.2 |
| 30 |  $AVGO | Broadcom Inc. | $6.7M | 1.1% | +0% | 84.5 |
| 31 |  $RTX | RTX Corp | $6.7M | 1.1% | +0% | 73.2 |
| 32 |  $LLY | ELI LILLY & Co | $6.1M | 1.0% | -0% | 87.5 |
| 33 |  $V | VISA INC. | $5.8M | 1.0% | -2% | 82.9 |
| 34 |  $DUK | Duke Energy CORP | $5.4M | 0.9% | +2% | 56.4 |
| 35 |  $BAC | BANK OF AMERICA CORP /DE/ | $5.3M | 0.9% | +0% | 67.6 |
| 36 |  $BRK.A | BERKSHIRE HATHAWAY INC | $5.2M | 0.9% | +0% | 73.8 |
| 37 |  $ORCL | ORACLE CORP | $5.2M | 0.9% | -0% | 66.2 |
| 38 |  $YUM | YUM BRANDS INC | $4.9M | 0.8% | -0% | 73.7 |
| 39 |  $PFH | PRUDENTIAL FINANCIAL INC | $4.5M | 0.8% | -12% | 58.7 |
| 40 |  $PLTR | Palantir Technologies Inc. | $4.4M | 0.7% | -0% | 84.6 |
| 41 |  $PEP | PEPSICO INC | $4.3M | 0.7% | +0% | 63.4 |
| 42 |  $VZ | VERIZON COMMUNICATIONS INC | $4.0M | 0.7% | +4% | 65.8 |
| 43 |  $ADI | ANALOG DEVICES INC | $3.9M | 0.7% | -1% | 79.2 |
| 44 |  $KO | COCA COLA CO | $3.7M | 0.6% | +4% | 69.5 |
| 45 | $DIS | Walt Disney Co | $3.5M | 0.6% | +0% | 60.1 |
| 46 |  $TFC | TRUIST FINANCIAL CORP | $3.5M | 0.6% | -2% | 76.4 |
| 47 |  $AMGN | AMGEN INC | $3.5M | 0.6% | +1% | 79.2 |
| 48 |  $PG | PROCTER & GAMBLE Co | $3.5M | 0.6% | -33% | 64.6 |
| 49 |  $UPS | UNITED PARCEL SERVICE INC | $3.4M | 0.6% | +0% | 58.6 |
| 50 |  $BLK | BlackRock, Inc. | $3.4M | 0.6% | +0% | 70 |
| 51 |  $DD | DuPont de Nemours, Inc. | $3.1M | 0.5% | -66% | 47 |
| 52 |  $MET | METLIFE INC | $3.0M | 0.5% | -3% | 56.2 |
| 53 |  $WM | WASTE MANAGEMENT INC | $3.0M | 0.5% | +1% | 67.6 |
| 54 |  $HON | HONEYWELL INTERNATIONAL INC | $3.0M | 0.5% | +1% | 65 |
| 55 |  $CRM | Salesforce, Inc. | $3.0M | 0.5% | -1% | 77 |
| 56 |  $JCI | Johnson Controls International plc | $2.9M | 0.5% | -0% | — |
| 57 | — | State Street SPDR S&P 500 Growth ETF - Com | $2.8M | 0.5% | +0% | — |
| 58 |  $MAS | MASCO CORP /DE/ | $2.8M | 0.5% | -1% | 58.2 |
| 59 |  $SCHW | SCHWAB CHARLES CORP | $2.8M | 0.5% | -1% | 79.4 |
| 60 |  $LIN | LINDE PLC | $2.8M | 0.5% | +1% | — |
| 61 |  $LOW | LOWES COMPANIES INC | $2.7M | 0.5% | +0% | 60.8 |
| 62 |  $MCD | MCDONALDS CORP | $2.7M | 0.5% | +1% | 69 |
| 63 |  $ICE | Intercontinental Exchange, Inc. | $2.7M | 0.5% | -1% | 73.7 |
| 64 |  $AMT | AMERICAN TOWER CORP /MA/ | $2.6M | 0.4% | -0% | 66.3 |
| 65 |  $DLR | DIGITAL REALTY TRUST, INC. | $2.6M | 0.4% | +2% | 72.8 |
| 66 |  $WMT | Walmart Inc. | $2.6M | 0.4% | -0% | 60.2 |
| 67 | — | iShares Core S&P 500 ETF - Com | $2.5M | 0.4% | +0% | — |
| 68 |  $GILD | GILEAD SCIENCES, INC. | $2.4M | 0.4% | +1% | 57.4 |
| 69 |  $TJX | TJX COMPANIES INC /DE/ | $2.2M | 0.4% | -2% | 68.7 |
| 70 |  $CVS | CVS HEALTH Corp | $2.1M | 0.4% | +1% | 59.4 |
| 71 |  $PFE | PFIZER INC | $2.1M | 0.3% | -0% | 62 |
| 72 |  $FCX | FREEPORT-MCMORAN INC | $2.1M | 0.3% | -1% | 62 |
| 73 |  $COST | COSTCO WHOLESALE CORP /NEW | $2.0M | 0.3% | -0% | 66.2 |
| 74 |  $NKE | NIKE, Inc. | $2.0M | 0.3% | +70% | 49.3 |
| 75 | — | Vanguard Value Index Fund ETF - Com | $1.9M | 0.3% | +0% | — |
| 76 |  $COR | Cencora, Inc. | $1.9M | 0.3% | -1% | 61.1 |
| 77 |  $TXN | TEXAS INSTRUMENTS INC | $1.9M | 0.3% | NEW | 73.4 |
| 78 |  $T | AT&T INC. | $1.8M | 0.3% | +1% | 65.7 |
| 79 |  $MDLZ | Mondelez International, Inc. | $1.8M | 0.3% | +1% | 56.4 |
| 80 |  $NFLX | NETFLIX INC | $1.7M | 0.3% | +2% | 78.8 |
| 81 | — | iShares Core U.S. Agg Bond ETF - Com | $1.7M | 0.3% | -15% | — |
| 82 |  $CASY | CASEYS GENERAL STORES INC | $1.7M | 0.3% | NEW | 65.1 |
| 83 |  $BMY | BRISTOL MYERS SQUIBB CO | $1.7M | 0.3% | -3% | 70.4 |
| 84 | — | Vanguard Total Stock Market - Com | $1.5M | 0.3% | +0% | — |
| 85 |  $EXC | EXELON CORP | $1.5M | 0.3% | +1% | 59.6 |
| 86 |  $SYY | SYSCO CORP | $1.5M | 0.3% | +2% | 54.7 |
| 87 |  $ABT | ABBOTT LABORATORIES | $1.5M | 0.3% | -1% | 65.5 |
| 88 |  $MDT | Medtronic plc | $1.1M | 0.2% | -3% | 68.7 |
| 89 |  $ING | ING GROEP NV | $988,690 | 0.2% | +0% | — |
| 90 | — | Dimensional International Value Fund ETF - Com | $854,164 | 0.1% | +0% | — |
| 91 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $741,555 | 0.1% | +0% | — |
| 92 |  $STT | STATE STREET CORP | $705,462 | 0.1% | +0% | 71.5 |
| 93 |  $HD | HOME DEPOT, INC. | $637,645 | 0.1% | -9% | 60.3 |
| 94 |  $PFG | PRINCIPAL FINANCIAL GROUP INC | $590,311 | 0.1% | -1% | 57.5 |
| 95 | — | iShares Dow Jones US Health Care Prov Index - Com | $553,300 | 0.1% | +0% | — |
| 96 | — | Vanguard FTSE Dev Mkt ETF - Com | $548,126 | 0.1% | +0% | — |
| 97 | — | Dimensional National ETF - Com | $544,784 | 0.1% | +0% | — |
| 98 | — | Vanguard Small Cap Value ETF - Com | $510,036 | 0.1% | +0% | — |
| 99 | — | iShares National Muni Bond ETF - Com | $455,771 | 0.1% | +0% | — |
| 100 | — | State Street SPDR Portfolio S&P 500 Value ETF - Com | $431,609 | 0.1% | +0% | — |
| 101 | — | iShares US ETF Tr Blackrock Short - Com | $334,977 | 0.1% | +0% | — |
| 102 | — | iShares Russell 1000 ETF - Com | $327,600 | 0.1% | +0% | — |
| 103 |  $RY | ROYAL BANK OF CANADA | $321,424 | 0.1% | +0% | 74.8 |
| 104 | — | State Street Health Care Select Sec SPDR ETF - Com | $317,320 | 0.1% | +0% | — |
| 105 |  $QCOM | QUALCOMM INC/DE | $314,697 | 0.1% | -4% | 70.5 |
| 106 | — | Vanguard Intermediate-Term Treas Fd ETF - Com | $310,884 | 0.1% | +0% | — |
| 107 | — | Vanguard Real Estate ETF - Com | $305,490 | 0.1% | +0% | — |
| 108 |  $AFL | AFLAC INC | $295,822 | 0.1% | +0% | 61.3 |
| 109 | — | Vanguard Dividend Appreciation ETF - Com | $278,975 | 0.1% | +0% | — |
| 110 |  $IVZ | Invesco Ltd. | $256,643 | 0.0% | +0% | — |
| 111 |  $INTC | INTEL CORP | $247,145 | 0.0% | NEW | 45.6 |
| 112 | — | State Street Energy Select Sector SPDR ETF - Com | $243,456 | 0.0% | +0% | — |
| 113 | — | iShares Russell Top 200 ETF - Com | $226,009 | 0.0% | NEW | — |
| 114 |  $HSY | HERSHEY CO | $211,066 | 0.0% | +0% | 65.7 |
| 115 |  $ED | CONSOLIDATED EDISON INC | $207,984 | 0.0% | +0% | 67.3 |
| 116 |  $UNP | UNION PACIFIC CORP | $205,632 | 0.0% | NEW | 69.7 |
| 117 |  $BDJ | BlackRock Enhanced Equity Dividend Trust | $140,641 | 0.0% | +0% | — |
| 118 |  $CATX | Perspective Therapeutics, Inc. | $64,998 | 0.0% | +0% | — |
New Positions (5)
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