Iowa State Bank Portfolio Holdings

Iowa State Bank

  • $492 Million
  • Q2 2025

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 $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$6.6B
$316,000 0.06% of portfolio
650
Q1 2025 Reduced 7.14%

Summary

  • Portfolio
  • No. of Stocks 125
  • Current Value $492 Million
  • Prior Value $462 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 22, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 5 stocks
  • Additional Purchases 36 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 57 stocks
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