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 Market Cap. of $10 Billions to $200 Billions