Iowa State Bank Portfolio Holdings

Iowa State Bank

  • $462 Million
  • Q1 2025

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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$21.9 Million 4.74% of portfolio
376,359
Q1 2025 Added 4.46%
$0
$21.6 Million 4.69% of portfolio
283,324
Q1 2025 Reduced 14.47%
$0
$18.3 Million 3.95% of portfolio
175,496
Q1 2025 Added 41.83%
$3.34T
$17.9 Million 3.86% of portfolio
80,367
Q1 2025 Added 3.01%
$852B
$16.6 Million 3.6% of portfolio
67,783
Q1 2025 Reduced 6.99%
$3.67T
$15.4 Million 3.33% of portfolio
40,937
Q1 2025 Added 0.76%
$0
$12.6 Million 2.73% of portfolio
539,030
Q1 2025 Added 24.54%
$0
$11.9 Million 2.58% of portfolio
221,924
Q1 2025 Added 7.24%
$336B
$10.9 Million 2.35% of portfolio
51,898
Q1 2025 Reduced 2.84%
$382B
$9.44 Million 2.04% of portfolio
87,063
Q1 2025 Reduced 1.51%
$2.25T
$9.15 Million 1.98% of portfolio
48,098
Q1 2025 Added 2.22%
$637B
$8.97 Million 1.94% of portfolio
17,075
Q1 2025 Reduced 4.49%
$284B
$8.3 Million 1.8% of portfolio
134,479
Q1 2025 Reduced 9.35%
$1.61T
$8.17 Million 1.77% of portfolio
14,165
Q1 2025 Reduced 14.97%
$80.1B
$8.03 Million 1.74% of portfolio
73,227
Q1 2025 Reduced 2.07%
$239B
$7.53 Million 1.63% of portfolio
64,550
Q1 2025 Added 1.54%
$1.06T
$7.25 Million 1.57% of portfolio
46,971
Q1 2025 Reduced 7.51%
$285B
$7.17 Million 1.55% of portfolio
42,843
Q1 2025 Reduced 2.89%
$43.1B
$6.93 Million 1.5% of portfolio
50,270
Q1 2025 Reduced 4.74%
$382B
$6.82 Million 1.48% of portfolio
39,993
Q1 2025 Reduced 18.47%
$455B
$6.59 Million 1.43% of portfolio
55,400
Q1 2025 Reduced 3.06%
$141B
$6.62 Million 1.43% of portfolio
24,346
Q1 2025 Added 4.23%
$581B
$6.54 Million 1.42% of portfolio
18,660
Q1 2025 Reduced 0.6%
$261B
$6.43 Million 1.39% of portfolio
25,878
Q1 2025 Reduced 4.49%
$0
$6.34 Million 1.37% of portfolio
11,326
Q1 2025 Reduced 13.88%
$76.2B
$6.22 Million 1.35% of portfolio
56,531
Q1 2025 Reduced 4.1%
$0
$6.23 Million 1.35% of portfolio
14,840
Q1 2025 Reduced 0.2%
$440B
$5.59 Million 1.21% of portfolio
7
Q1 2022 New
$272B
$5.54 Million 1.2% of portfolio
20,658
Q1 2025 Reduced 1.95%
$186B
$5.42 Million 1.17% of portfolio
36,125
Q1 2025 Reduced 11.97%
$40.5B
$5.14 Million 1.11% of portfolio
46,058
Q1 2025 Reduced 0.53%
$212B
$4.91 Million 1.06% of portfolio
37,069
Q1 2025 Added 4.68%
$590B
$4.67 Million 1.01% of portfolio
33,407
Q1 2025 Reduced 3.86%
$737B
$4.59 Million 0.99% of portfolio
5,552
Q1 2025 Reduced 3.14%
$102B
$4.3 Million 0.93% of portfolio
24,909
Q1 2025 Reduced 17.5%
$64.7B
$4.17 Million 0.9% of portfolio
51,978
Q1 2025 Reduced 0.99%
$206B
$4.03 Million 0.87% of portfolio
12,220
Q1 2025 Reduced 2.99%
$386B
$4.01 Million 0.87% of portfolio
96,036
Q1 2025 Added 6.69%
$59.1B
$3.75 Million 0.81% of portfolio
21,954
Q1 2025 Reduced 5.23%
$58.6B
$3.76 Million 0.81% of portfolio
91,416
Q1 2025 Added 1.8%
$183B
$3.63 Million 0.79% of portfolio
79,978
Q1 2025 Added 13.81%
$105B
$3.4 Million 0.74% of portfolio
15,639
Q1 2025 Reduced 1.29%
$219B
$3.33 Million 0.72% of portfolio
10,650
Q1 2025 Reduced 7.39%
$42.8B
$3.26 Million 0.7% of portfolio
20,688
Q1 2025 Added 3.2%
$142B
$3.19 Million 0.69% of portfolio
13,672
Q1 2025 Reduced 14.91%
$155B
$3.13 Million 0.68% of portfolio
10,046
Q1 2025 Reduced 3.74%
$71B
$3.1 Million 0.67% of portfolio
24,149
Q1 2025 Reduced 6.0%
$101B
$3.08 Million 0.67% of portfolio
50,475
Q1 2025 Added 7.55%
$107B
$3.01 Million 0.65% of portfolio
18,001
Q1 2025 Reduced 2.22%

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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