Iowa State Bank Portfolio Holdings

Iowa State Bank

  • $462 Million
  • Q1 2025

Iowa State Bank has filed its 13F form on April 09, 2025 for Q1 2025 where it was disclosed a total value porftolio of $462 Million distributed in 120 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 $21.9M, Ishares Tr with a value of $21.6M, Ishares Core S&P Sm Cap ETF with a value of $18.3M, Apple Inc. with a value of $17.9M, and Jpmorgan Chase & CO with a value of $16.6M.

Examining the 13F form we can see an decrease of $14M in the current position value, from $476M to 462M.

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

Portfolio value $462 Million
ETFs: $117 Million
Technology: $79.5 Million
Financial Services: $72.6 Million
Healthcare: $50.5 Million
Industrials: $38.2 Million
Communication Services: $25 Million
Consumer Cyclical: $23.7 Million
Consumer Defensive: $20.7 Million
Other: $34.8 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$15.3B
$2.84 Million 0.61% of portfolio
40,827
Q1 2025 Reduced 19.55%
$0
$2.8 Million 0.61% of portfolio
28,313
Q1 2025 Reduced 4.15%
$128B
$2.8 Million 0.61% of portfolio
25,011
Q1 2025 Reduced 0.98%
$89.5B
$2.76 Million 0.6% of portfolio
22,614
Q1 2025 Reduced 6.67%
$171B
$2.66 Million 0.58% of portfolio
17,326
Q1 2025 Reduced 4.54%
$193B
$2.61 Million 0.57% of portfolio
29,133
Q1 2025 Reduced 7.52%
$207B
$2.59 Million 0.56% of portfolio
26,225
Q1 2025 Added 7.83%
$254B
$2.5 Million 0.54% of portfolio
29,636
Q1 2025 Added 0.86%
$89.5B
$2.39 Million 0.52% of portfolio
35,242
Q1 2025 Reduced 1.27%
$128B
$2.41 Million 0.52% of portfolio
95,256
Q1 2025 Added 0.29%
$267B
$2.36 Million 0.51% of portfolio
26,916
Q1 2025 Added 0.41%
$54.3B
$2.36 Million 0.51% of portfolio
62,206
Q1 2025 Added 28.4%
$161B
$2.37 Million 0.51% of portfolio
30,265
Q1 2025 Added 1.36%
$118B
$2.32 Million 0.5% of portfolio
22,083
Q1 2025 Reduced 4.8%
$0
$2.26 Million 0.49% of portfolio
28,189
Q1 2025 Reduced 16.92%
$48.9B
$2.15 Million 0.47% of portfolio
15,021
Q1 2025 Reduced 5.32%
$83.5B
$2.07 Million 0.45% of portfolio
31,664
Q1 2025 Added 6.93%
$454B
$2.05 Million 0.44% of portfolio
2,166
Q1 2025 Added 1.74%
$79.5B
$2.04 Million 0.44% of portfolio
32,071
Q1 2025 Added 2.3%
$155B
$1.99 Million 0.43% of portfolio
16,341
Q1 2025 Reduced 0.6%
$236B
$1.93 Million 0.42% of portfolio
14,547
Q1 2025 Added 660.83%
$34.7B
$1.89 Million 0.41% of portfolio
25,342
Q1 2025 Added 0.04%
$156B
$1.83 Million 0.4% of portfolio
49,557
Q1 2025 Reduced 10.54%
$0
$1.81 Million 0.39% of portfolio
3,237
Q1 2025 Added 0.15%
$150B
$1.7 Million 0.37% of portfolio
8,017
Q1 2025 Added 1.01%
$115B
$1.62 Million 0.35% of portfolio
18,021
Q1 2025 Added 38.12%
$15.7B
$1.57 Million 0.34% of portfolio
18,883
Q1 2025 Reduced 22.39%
$43.8B
$1.59 Million 0.34% of portfolio
34,397
Q1 2025 Reduced 11.39%
$67.5B
$1.53 Million 0.33% of portfolio
19,057
Q1 2025 New
$0
$1.52 Million 0.33% of portfolio
8,891
Q1 2025 New
$36.7B
$1.42 Million 0.31% of portfolio
18,873
Q1 2025 Reduced 9.12%
$82.1B
$1.43 Million 0.31% of portfolio
21,084
Q1 2025 Added 15.07%
$21.2B
$1.24 Million 0.27% of portfolio
35,441
Q1 2025 New
$38.4B
$1.23 Million 0.27% of portfolio
6,664
Q1 2025 Added 4.53%
$0
$1.15 Million 0.25% of portfolio
101,415
Q1 2025 Reduced 90.89%
$0
$1.11 Million 0.24% of portfolio
4,046
Q1 2025 New
$390B
$790,000 0.17% of portfolio
2,158
Q1 2025 Reduced 3.92%
$0
$627,000 0.14% of portfolio
15,812
Q1 2025 New
$79.8B
$621,000 0.13% of portfolio
31,709
Q1 2025 Added 0.38%
$0
$605,000 0.13% of portfolio
20,323
Q1 2025 Reduced 29.74%
$0
$619,000 0.13% of portfolio
3,090
Q1 2025 New
$0
$535,000 0.12% of portfolio
11,271
Q1 2025 New
$0
$523,000 0.11% of portfolio
10,000
Q1 2024 Added 400.0%
$20.3B
$508,000 0.11% of portfolio
6,029
Q1 2025 Reduced 8.54%
$0
$446,000 0.1% of portfolio
4,245
Q1 2025 New
$0
$463,000 0.1% of portfolio
989
Q1 2025 Reduced 38.95%
$0
$469,000 0.1% of portfolio
2,531
Q1 2025 New
$8.64B
$399,000 0.09% of portfolio
650
Q1 2025 Reduced 7.14%
$0
$414,000 0.09% of portfolio
2,409
Q1 2025 Reduced 21.63%

Summary

  • Portfolio
  • No. of Stocks 120
  • Current Value $462 Million
  • Prior Value $476 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 09, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 16 stocks
  • Additional Purchases 33 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 59 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.

Choose your preferred platform and Sign Up 👇 Telegram Email