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
$15.1B
$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%
$142B
$2.8 Million 0.61% of portfolio
25,011
Q1 2025 Reduced 0.98%
$90.2B
$2.76 Million 0.6% of portfolio
22,614
Q1 2025 Reduced 6.67%
$179B
$2.66 Million 0.58% of portfolio
17,326
Q1 2025 Reduced 4.54%
$212B
$2.61 Million 0.57% of portfolio
29,133
Q1 2025 Reduced 7.52%
$220B
$2.59 Million 0.56% of portfolio
26,225
Q1 2025 Added 7.83%
$281B
$2.5 Million 0.54% of portfolio
29,636
Q1 2025 Added 0.86%
$91.6B
$2.39 Million 0.52% of portfolio
35,242
Q1 2025 Reduced 1.27%
$143B
$2.41 Million 0.52% of portfolio
95,256
Q1 2025 Added 0.29%
$263B
$2.36 Million 0.51% of portfolio
26,916
Q1 2025 Added 0.41%
$65.2B
$2.36 Million 0.51% of portfolio
62,206
Q1 2025 Added 28.4%
$168B
$2.37 Million 0.51% of portfolio
30,265
Q1 2025 Added 1.36%
$120B
$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%
$49.2B
$2.15 Million 0.47% of portfolio
15,021
Q1 2025 Reduced 5.32%
$86.5B
$2.07 Million 0.45% of portfolio
31,664
Q1 2025 Added 6.93%
$435B
$2.05 Million 0.44% of portfolio
2,166
Q1 2025 Added 1.74%
$92.7B
$2.04 Million 0.44% of portfolio
32,071
Q1 2025 Added 2.3%
$146B
$1.99 Million 0.43% of portfolio
16,341
Q1 2025 Reduced 0.6%
$233B
$1.93 Million 0.42% of portfolio
14,547
Q1 2025 Added 660.83%
$37.8B
$1.89 Million 0.41% of portfolio
25,342
Q1 2025 Added 0.04%
$157B
$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%
$160B
$1.7 Million 0.37% of portfolio
8,017
Q1 2025 Added 1.01%
$118B
$1.62 Million 0.35% of portfolio
18,021
Q1 2025 Added 38.12%
$14.8B
$1.57 Million 0.34% of portfolio
18,883
Q1 2025 Reduced 22.39%
$42.9B
$1.59 Million 0.34% of portfolio
34,397
Q1 2025 Reduced 11.39%
$73.4B
$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
$38.7B
$1.42 Million 0.31% of portfolio
18,873
Q1 2025 Reduced 9.12%
$87.5B
$1.43 Million 0.31% of portfolio
21,084
Q1 2025 Added 15.07%
$21B
$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
$380B
$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
$87.4B
$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%
$20.2B
$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
$7.03B
$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
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