Iowa State Bank has filed its 13F form on October 09, 2024 for Q3 2024 where it was disclosed a total value porftolio of $481 Million distributed in 112 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Tr with a value of $24.8M, Ishares Core S&P Mid Cap ETF with a value of $22.5M, Apple Inc. with a value of $18.2M, Microsoft Corp with a value of $17.4M, and Jpmorgan Chase & CO with a value of $15.5M.

Examining the 13F form we can see an increase of $30.7M in the current position value, from $450M to 481M.

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

Portfolio value $481 Million
ETFs: $123 Million
Technology: $85 Million
Financial Services: $72.4 Million
Healthcare: $47.2 Million
Industrials: $41.2 Million
Communication Services: $27.7 Million
Consumer Cyclical: $25 Million
Consumer Defensive: $24.6 Million
Other: $34.7 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 112
  • Current Value $481 Million
  • Prior Value $450 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 09, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 7 stocks
  • Additional Purchases 30 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 61 stocks
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