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 $300 Millions to $2 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
Track This Portfolio

Track Iowa State Bank Portfolio

Follow Iowa State Bank and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Iowa State Bank, based on Form 13F filings with the SEC.

News

Stay updated on Iowa State Bank with notifications on news.