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

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%
$4.3T
$21 Million 4.09% of portfolio
78,568
Q4 2025 Added 0.07%
$3.78T
$20.3 Million 3.96% of portfolio
40,097
Q4 2025 Reduced 0.77%
$881B
$19.2 Million 3.73% of portfolio
63,767
Q4 2025 Reduced 1.15%
$0
$18.5 Million 3.61% of portfolio
158,652
Q4 2025 Reduced 1.57%
$1.65T
$17.5 Million 3.4% of portfolio
63,241
Q4 2025 Added 11.26%
$465B
$16.5 Million 3.21% of portfolio
88,427
Q4 2025 Added 2.95%
$0
$14.1 Million 2.74% of portfolio
596,768
Q4 2025 Added 3.83%
$414B
$11.8 Million 2.29% of portfolio
50,366
Q4 2025 Reduced 0.59%
$0
$11.4 Million 2.23% of portfolio
213,425
Q4 2025 Reduced 1.17%
$2.39T
$11.4 Million 2.22% of portfolio
48,610
Q4 2025 Added 1.41%
$319B
$10.1 Million 1.97% of portfolio
130,226
Q4 2025 Reduced 1.4%
$53.8B
$9.72 Million 1.89% of portfolio
47,315
Q4 2025 Reduced 0.12%
$270B
$9.5 Million 1.85% of portfolio
59,602
Q4 2025 Reduced 0.87%
$662B
$8.35 Million 1.63% of portfolio
16,416
Q4 2025 Reduced 0.55%
$490B
$7.55 Million 1.47% of portfolio
64,163
Q4 2025 Reduced 1.45%
$522B
$7.35 Million 1.43% of portfolio
36,846
Q4 2025 Reduced 1.29%
$1.37T
$7.04 Million 1.37% of portfolio
11,555
Q4 2025 Added 0.59%
$593B
$6.97 Million 1.36% of portfolio
31,697
Q4 2025 Added 0.5%
$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%
$266B
$6.78 Million 1.32% of portfolio
22,805
Q4 2025 Reduced 2.92%
$140B
$6.81 Million 1.32% of portfolio
19,311
Q4 2025 Reduced 0.14%
$258B
$6.23 Million 1.21% of portfolio
35,448
Q4 2025 Reduced 0.62%
$303B
$6.14 Million 1.19% of portfolio
39,675
Q4 2025 Reduced 3.3%
$533B
$5.81 Million 1.13% of portfolio
17,848
Q4 2025 Reduced 1.38%
$971B
$5.78 Million 1.12% of portfolio
5,656
Q4 2025 Added 1.25%
$139B
$5.68 Million 1.11% of portfolio
16,583
Q4 2025 Added 0.05%
$346B
$5.55 Million 1.08% of portfolio
38,027
Q4 2025 Reduced 3.16%
$342B
$5.44 Million 1.06% of portfolio
31,289
Q4 2025 Added 3.48%
$453B
$5.29 Million 1.03% of portfolio
7
Q1 2022 New
$96.4B
$5.05 Million 0.98% of portfolio
40,328
Q4 2025 Reduced 1.7%
$291B
$5 Million 0.97% of portfolio
9,050
Q4 2025 Reduced 1.88%
$413B
$4.9 Million 0.95% of portfolio
95,090
Q4 2025 Reduced 2.63%
$39.9B
$4.86 Million 0.95% of portfolio
45,341
Q4 2025 Reduced 1.7%
$204B
$4.69 Million 0.91% of portfolio
31,707
Q4 2025 Reduced 3.44%
$42.4B
$4.55 Million 0.89% of portfolio
30,549
Q4 2025 Reduced 0.41%
$237B
$4.31 Million 0.84% of portfolio
18,191
Q4 2025 Reduced 6.45%
$61.4B
$4.28 Million 0.83% of portfolio
20,834
Q4 2025 Added 1.59%
$172B
$3.94 Million 0.77% of portfolio
96,128
Q4 2025 Reduced 3.31%
$59.5B
$3.91 Million 0.76% of portfolio
87,254
Q4 2025 Reduced 3.11%
$193B
$3.85 Million 0.75% of portfolio
36,408
Q4 2025 Added 0.47%
$62.7B
$3.65 Million 0.71% of portfolio
46,459
Q4 2025 Reduced 3.08%
$84.9B
$3.36 Million 0.65% of portfolio
22,092
Q4 2025 Added 0.18%
$183B
$3.29 Million 0.64% of portfolio
9,631
Q4 2025 Reduced 2.25%
$224B
$3.09 Million 0.6% of portfolio
10,146
Q4 2025 Reduced 1.75%
$68.7B
$3.03 Million 0.59% of portfolio
32,188
Q4 2025 Reduced 0.59%
$140B
$2.91 Million 0.57% of portfolio
12,934
Q4 2025 Reduced 2.0%

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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