Iowa State Bank Portfolio Holdings

Iowa State Bank

  • $476 Million
  • Q4 2024

Iowa State Bank has filed its 13F form on January 06, 2025 for Q4 2024 where it was disclosed a total value porftolio of $476 Million distributed in 108 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Tr with a value of $23.3M, Ishares Core S&P Mid Cap ETF with a value of $22.4M, Apple Inc. with a value of $19.5M, Jpmorgan Chase & CO with a value of $17.5M, and Microsoft Corp with a value of $17.1M.

Examining the 13F form we can see an decrease of $4.69M in the current position value, from $481M to 476M.

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

Portfolio value $476 Million
ETFs: $120 Million
Technology: $89.6 Million
Financial Services: $72.5 Million
Healthcare: $43.7 Million
Industrials: $40.6 Million
Communication Services: $29.1 Million
Consumer Cyclical: $25.5 Million
Consumer Defensive: $23.1 Million
Other: $31.6 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$148B
$2.52 Million 0.53% of portfolio
94,977
Q4 2024 Reduced 0.47%
$255B
$2.42 Million 0.51% of portfolio
26,807
Q4 2024 Added 213.75%
$93.6B
$2.37 Million 0.5% of portfolio
31,349
Q4 2024 Added 5.87%
$116B
$2.33 Million 0.49% of portfolio
25,258
Q4 2024 Reduced 1.85%
$132B
$2.3 Million 0.48% of portfolio
23,196
Q4 2024 Added 0.99%
$155B
$2.22 Million 0.47% of portfolio
29,382
Q4 2024 New
$149B
$2.21 Million 0.46% of portfolio
29,860
Q4 2024 Added 4.86%
$78.1B
$2.13 Million 0.45% of portfolio
35,697
Q4 2024 Reduced 1.02%
$165B
$2.08 Million 0.44% of portfolio
55,397
Q4 2024 Reduced 3.25%
$17.6B
$2.09 Million 0.44% of portfolio
24,331
Q4 2024 Reduced 0.47%
$142B
$1.99 Million 0.42% of portfolio
16,440
Q4 2024 Added 1.73%
$39.2B
$1.93 Million 0.41% of portfolio
25,331
Q4 2024 Reduced 0.32%
$417B
$1.95 Million 0.41% of portfolio
2,129
Q4 2024 Added 0.9%
$55B
$1.84 Million 0.39% of portfolio
48,447
Q4 2024 Added 0.45%
$152B
$1.79 Million 0.38% of portfolio
7,937
Q4 2024 Added 1.35%
$86.2B
$1.75 Million 0.37% of portfolio
8,675
Q4 2024 Added 2.7%
$39B
$1.46 Million 0.31% of portfolio
38,818
Q4 2024 Reduced 3.8%
$38.4B
$1.18 Million 0.25% of portfolio
6,375
Q4 2024 Added 3.21%
$119B
$1.04 Million 0.22% of portfolio
13,047
Q4 2024 Reduced 0.01%
$424B
$873,000 0.18% of portfolio
2,246
Q4 2023 Added 6.85%
$70.7B
$822,000 0.17% of portfolio
18,323
Q4 2024 Reduced 3.83%
$20.4B
$510,000 0.11% of portfolio
6,592
Q3 2024 Reduced 2.15%
$63B
$494,000 0.1% of portfolio
31,588
Q4 2024 Reduced 11.24%
$8.07B
$370,000 0.08% of portfolio
700
Q4 2024 Reduced 6.67%
$22B
$299,000 0.06% of portfolio
1,767
Q4 2024 Reduced 5.2%
$216B
$216,000 0.05% of portfolio
1,912
Q3 2024 Reduced 3.53%
$106B
$242,000 0.05% of portfolio
1,370
Q4 2024 Reduced 19.08%
$63.2B
$239,000 0.05% of portfolio
1,774
Q4 2024 Reduced 3.32%
$66B
$260,000 0.05% of portfolio
2,523
Q4 2024 Reduced 2.77%
$0
$140,000 0.03% of portfolio
16,946
Q3 2024 Reduced 9.22%

Summary

  • Portfolio
  • No. of Stocks 108
  • Current Value $476 Million
  • Prior Value $481 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 06, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 2 stocks
  • Additional Purchases 35 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 53 stocks
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