Iowa State Bank Portfolio Holdings

Iowa State Bank

  • $492 Million
  • Q2 2025

Iowa State Bank has filed its 13F form on July 22, 2025 for Q2 2025 where it was disclosed a total value porftolio of $492 Million distributed in 125 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 $23.2M, Ishares Tr with a value of $23.1M, Microsoft Corp with a value of $20.3M, Ishares Core S&P Sm Cap ETF with a value of $19.7M, and Jpmorgan Chase & CO with a value of $19.5M.

Examining the 13F form we can see an increase of $29.9M in the current position value, from $462M to 492M.

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

Portfolio value $492 Million
ETFs: $122 Million
Technology: $96.2 Million
Financial Services: $76.9 Million
Healthcare: $48.1 Million
Industrials: $43.3 Million
Communication Services: $28.7 Million
Consumer Cyclical: $24.9 Million
Consumer Defensive: $19.9 Million
Other: $32.4 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$23.2 Million 4.72% of portfolio
374,598
Q2 2025 Reduced 0.47%
$0
$23.1 Million 4.7% of portfolio
276,697
Q2 2025 Reduced 2.34%
$3.95T
$20.3 Million 4.13% of portfolio
40,815
Q2 2025 Reduced 0.3%
$0
$19.7 Million 4.0% of portfolio
179,909
Q2 2025 Added 2.51%
$859B
$19.5 Million 3.96% of portfolio
67,257
Q2 2025 Reduced 0.78%
$3.69T
$16.5 Million 3.35% of portfolio
80,246
Q2 2025 Reduced 0.15%
$456B
$13.9 Million 2.82% of portfolio
87,756
Q2 2025 Added 0.8%
$0
$13 Million 2.65% of portfolio
547,338
Q2 2025 Added 1.54%
$0
$11.8 Million 2.4% of portfolio
220,032
Q2 2025 Reduced 0.85%
$2.26T
$10.6 Million 2.16% of portfolio
48,539
Q2 2025 Added 0.92%
$1.78T
$10.6 Million 2.15% of portfolio
14,338
Q2 2025 Added 1.22%
$351B
$9.62 Million 1.96% of portfolio
51,830
Q2 2025 Reduced 0.13%
$293B
$9.26 Million 1.88% of portfolio
133,473
Q2 2025 Reduced 0.75%
$78.6B
$9.19 Million 1.87% of portfolio
68,897
Q2 2025 Reduced 5.91%
$250B
$8.88 Million 1.81% of portfolio
63,040
Q2 2025 Reduced 2.34%
$38.3B
$8.43 Million 1.71% of portfolio
50,208
Q2 2025 Reduced 0.12%
$621B
$8.07 Million 1.64% of portfolio
16,615
Q2 2025 Reduced 2.69%
$145B
$7.49 Million 1.52% of portfolio
20,982
Q2 2025 Reduced 13.82%
$684B
$7.31 Million 1.49% of portfolio
33,457
Q2 2025 Added 0.15%
$210B
$7.05 Million 1.43% of portfolio
23,912
Q2 2025 Reduced 7.6%
$452B
$6.84 Million 1.39% of portfolio
44,800
Q2 2025 Reduced 0.65%
$551B
$6.65 Million 1.35% of portfolio
18,743
Q2 2025 Added 0.44%
$0
$6.54 Million 1.33% of portfolio
14,840
Q1 2025 Reduced 0.2%
$368B
$6.35 Million 1.29% of portfolio
39,864
Q2 2025 Reduced 0.32%
$0
$6.22 Million 1.26% of portfolio
10,068
Q2 2025 Reduced 11.11%
$302B
$6.12 Million 1.24% of portfolio
42,740
Q2 2025 Reduced 0.24%
$442B
$5.9 Million 1.2% of portfolio
54,759
Q2 2025 Reduced 1.16%
$232B
$5.64 Million 1.15% of portfolio
20,686
Q2 2025 Added 0.14%
$229B
$5.41 Million 1.1% of portfolio
37,026
Q2 2025 Reduced 0.12%
$423B
$5.1 Million 1.04% of portfolio
7
Q1 2022 New
$127B
$5.04 Million 1.02% of portfolio
18,272
Q2 2025 Added 1.51%
$39.1B
$4.9 Million 1.0% of portfolio
45,646
Q2 2025 Reduced 0.89%
$63.8B
$4.91 Million 1.0% of portfolio
48,666
Q2 2025 Reduced 13.91%
$202B
$4.7 Million 0.96% of portfolio
35,621
Q2 2025 Reduced 1.4%
$102B
$4.6 Million 0.94% of portfolio
25,094
Q2 2025 Added 0.74%
$381B
$4.59 Million 0.93% of portfolio
97,068
Q2 2025 Added 1.07%
$52.5B
$4.51 Million 0.92% of portfolio
22,025
Q2 2025 Added 0.32%
$608B
$4.36 Million 0.89% of portfolio
5,587
Q2 2025 Added 0.63%
$367B
$4.05 Million 0.82% of portfolio
29,721
Q2 2025 Added 0.29%
$61.1B
$3.84 Million 0.78% of portfolio
47,790
Q2 2025 Reduced 8.06%
$58.4B
$3.85 Million 0.78% of portfolio
89,573
Q2 2025 Reduced 2.02%
$218B
$3.67 Million 0.75% of portfolio
9,456
Q2 2025 Reduced 22.62%
$182B
$3.47 Million 0.71% of portfolio
80,158
Q2 2025 Added 0.23%
$95.3B
$3.48 Million 0.71% of portfolio
15,748
Q2 2025 Added 0.7%
$207B
$3.29 Million 0.67% of portfolio
26,491
Q2 2025 Added 1.01%
$40.4B
$3.14 Million 0.64% of portfolio
21,213
Q2 2025 Added 2.54%
$146B
$3.11 Million 0.63% of portfolio
13,372
Q2 2025 Added 66.8%
$222B
$3.03 Million 0.62% of portfolio
10,380
Q2 2025 Reduced 2.54%
$95.6B
$3.05 Million 0.62% of portfolio
13,310
Q2 2025 Added 45.5%

Summary

  • Portfolio
  • No. of Stocks 125
  • Current Value $492 Million
  • Prior Value $462 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 22, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 5 stocks
  • Additional Purchases 36 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 57 stocks
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