Iowa State Bank Reduced Holdings in Q2 2025

Iowa State Bank

  • $492 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
QCOM
Qualcomm Inc

Technology
-14K
- 80.68%
$124.66 - $159.48 $1.74M - $2.23M
3.35K $533K
AAPL
Apple Inc.

Technology
-121
- 0.15%
$172.42 - $223.89 $20.9K - $27.1K
80.2K $16.5M
UPS
United Parcel Service Inc

Industrials
-7.87K
- 13.91%
$91.92 - $110.2 $723K - $867K
48.7K $4.91M
ABBV
Abb Vie Inc.

Healthcare
-68
- 0.13%
$170.16 - $206.27 $11.6K - $14K
51.8K $9.62M
CVX
Chevron Corp

Energy
-103
- 0.24%
$133.73 - $168.51 $13.8K - $17.4K
42.7K $6.12M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-460
- 2.69%
$483.48 - $539.8 $222K - $248K
16.6K $8.07M
BMY
Bristol Myers Squibb CO

Healthcare
-1.27K
- 2.52%
$44.12 - $59.6 $56.1K - $75.8K
49.2K $2.28M
PEP
Pepsico Inc

Consumer Defensive
-504
- 1.4%
$128.02 - $151.37 $64.5K - $76.3K
35.6K $4.7M
XOM
Exxon Mobil Corp

Energy
-641
- 1.16%
$99.93 - $119.04 $64.1K - $76.3K
54.8K $5.9M
JNJ
Johnson & Johnson

Healthcare
-292
- 0.65%
$146.36 - $159.82 $42.7K - $46.7K
44.8K $6.84M
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
-36.4K
- 35.85%
$10.78 - $11.28 $392K - $410K
65.1K $724K
AMGN
Amgen Inc

Healthcare
-191
- 1.9%
$262.28 - $309.85 $50.1K - $59.2K
9.86K $2.75M
MRK
Merck & Co., Inc.

Healthcare
-857
- 2.94%
$73.47 - $87.12 $63K - $74.7K
28.3K $2.24M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-3.81K
- 13.45%
$96.84 - $99.46 $369K - $379K
24.5K $2.43M
CAT
Caterpillar Inc

Industrials
-2.76K
- 22.62%
$273.94 - $388.21 $757K - $1.07M
9.46K $3.67M
MET
Metlife Inc

Financial Services
-4.19K
- 8.06%
$68.42 - $82.49 $287K - $345K
47.8K $3.84M
DOW
Dow Inc.

Basic Materials
-10
- 0.03%
$25.81 - $34.89 $258 - $349
35.4K $938K
MCD
Mcdonalds Corp

Consumer Cyclical
-270
- 2.54%
$285.55 - $321.23 $77.1K - $86.7K
10.4K $3.03M
OMC
Omnicom Group Inc.

Communication Services
-590
- 3.12%
$69.22 - $79.77 $40.8K - $47.1K
18.3K $1.32M
PRU
Prudential Financial Inc

Financial Services
-412
- 0.89%
$95.12 - $112.71 $39.2K - $46.4K
45.6K $4.9M
LOW
Lowes Companies Inc

Consumer Cyclical
-277
- 2.03%
$210.83 - $235.28 $58.4K - $65.2K
13.4K $2.97M
DUK
Duke Energy Corp

Utilities
-592
- 2.62%
$112.46 - $124.05 $66.6K - $73.4K
22K $2.6M
PFE
Pfizer Inc

Healthcare
-1.6K
- 1.68%
$21.59 - $24.84 $34.6K - $39.8K
93.7K $2.27M
EXC
Exelon Corp

Utilities
-1.08K
- 3.13%
$42.2 - $47.37 $45.4K - $50.9K
33.3K $1.45M
LGLV
Spdr Ssga Us Large Cap Low Vol

ETFs
-749
- 31.09%
$157.93 - $175.89 $118K - $132K
1.66K $289K
CMCSA
Comcast Corp

Communication Services
-1.62K
- 3.28%
$32.84 - $36.72 $53.3K - $59.6K
47.9K $1.71M
SPY
Spdr S&P 500 ETF Trust

ETFs
-1.26K
- 11.11%
$496.48 - $617.85 $625K - $777K
10.1K $6.22M
IEMG
Ishares Inc

ETFs
-1.89K
- 0.85%
N/A
220K $11.8M
GILD
Gilead Sciences, Inc.

Healthcare
-531
- 2.12%
$96.91 - $113.0 $51.5K - $60K
24.5K $2.71M
MDLZ
Mondelez International, Inc.

Consumer Defensive
-631
- 1.79%
$63.54 - $68.5 $40.1K - $43.2K
34.6K $2.33M
PFG
Principal Financial Group Inc

Financial Services
-261
- 4.33%
$69.56 - $86.19 $18.2K - $22.5K
5.77K $458K
SYY
Sysco Corp

Consumer Defensive
-442
- 2.34%
$68.0 - $75.91 $30.1K - $33.6K
18.4K $1.4M
CWI
Spdr Ser Tr Spdr Msci Acwi Ex

ETFs
-2.32K
- 11.41%
$26.38 - $32.66 $61.1K - $75.7K
18K $588K
HSY
Hershey CO

Consumer Defensive
-45
- 2.78%
$151.29 - $173.13 $6.81K - $7.79K
1.57K $260K
MUB
Ishares National Muni Bond ETF

ETFs
-119
- 2.8%
$102.31 - $105.8 $12.2K - $12.6K
4.13K $431K
Linde PLC
-102
- 1.86%
N/A
5.38K $0
Black Rock, Inc.
-43
- 1.15%
N/A
3.7K $0
CVS
Cvs Health Corp

Healthcare
-288
- 1.37%
$60.04 - $70.18 $17.3K - $20.2K
20.8K $1.43M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-97
- 9.81%
$416.06 - $551.64 $40.4K - $53.5K
892 $492K
ING
Ing Groep Nv

Financial Services
-61
- 0.19%
$16.62 - $21.98 $1.01K - $1.34K
31.6K $692K
TFC
Truist Financial Corp

Financial Services
-1.84K
- 2.02%
$34.79 - $42.99 $64.1K - $79.2K
89.6K $3.85M
IVV
Ishares Core S&P 500 ETF

ETFs
-5
- 0.15%
$498.8 - $620.9 $2.49K - $3.1K
3.23K $2.01M
SPYG
Spdr Portfolio

ETFs
-2.3K
- 8.14%
$71.83 - $95.32 $165K - $219K
25.9K $2.47M
NKE
Nike, Inc.

Consumer Cyclical
-347
- 1.08%
$53.27 - $72.04 $18.5K - $25K
31.7K $2.25M
DLR
Digital Realty Trust, Inc.

Real Estate
-321
- 2.14%
$136.11 - $177.69 $43.7K - $57K
14.7K $2.56M
RTX
Raytheon Technologies Corp

Industrials
-43
- 0.12%
$113.75 - $148.48 $4.89K - $6.38K
37K $5.41M
IBM
International Business Machines Corp

Technology
-1.97K
- 7.6%
$221.03 - $294.78 $435K - $580K
23.9K $7.05M
ETN
Eaton Corp PLC

Industrials
-3.36K
- 13.82%
$246.52 - $356.99 $829K - $1.2M
21K $7.49M
CSCO
Cisco Systems, Inc.

Technology
-1.01K
- 0.75%
$53.19 - $69.38 $53.5K - $69.8K
133K $9.26M
Activity Summary
Buys All Purchases 41 New Holdings 5 Increased Positions 36 Sells All Sells 57 Reductions 57 Sold out 0 Options Calls 0 Puts 0
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