Iowa State Bank

CIK 0001546967 • 6 13F filings • Apr 9, 2025 – Jul 28, 2026

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Filer information

Filed by: Iowa State Bank, AVP TRUST OPERATIONS OFFICER & ADMIN SUPERVISOR
Address: 2301 128TH STREET, URBANDALE, IA, 50323-1818
Phone: 515-246-8240
AUM: $533.3M

AUM over time

$591.7M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2026

Q3 2025

Q2 2026

Q2 2025

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyReal EstateOther

Holdings by filing

Portfolio value: $471.0M119 positionsView on SEC.gov

			% of Portfolio
Abbott Laboratories	Com	$1.9M	0.4%	14,547 SH
Abbvie Inc	Com	$10.9M	2.3%	51,898 SH
AFLAC Incorporated	Com	$281K	0.1%	2,523 SH
Alphabet Inc Class A	Com	$7.3M	1.5%	46,971 SH
Amazon Inc	Com	$9.2M	1.9%	48,098 SH
American Tower Corp REIT	Com	$3.4M	0.7%	15,639 SH
Amgen Inc	Com	$3.1M	0.7%	10,046 SH
Apple Inc	Com	$17.9M	3.8%	80,367 SH
Bank of America Corp	Com	$4.0M	0.9%	96,036 SH
Berkshire Hathaway Inc Cl A	Com	$5.6M	1.2%	7 SH
Berkshire Hathaway Inc Cl B	Com	$9.1M	1.9%	17,075 SH
BlackRock Enhanced Equity Dividend Trust	Com	$146K	0.0%	16,946 SH
BlackRock, Inc.	Com	$3.5M	0.8%	3,743 SH
Bristol-Myers Squibb Corp	Com	$3.1M	0.7%	50,475 SH
Broadcom Inc	Com	$3.0M	0.6%	18,001 SH
Cardinal Health Inc	Com	$6.9M	1.5%	50,270 SH
Caterpillar Inc	Com	$4.0M	0.9%	12,220 SH
Cencora, Inc	Com	$1.9M	0.4%	6,664 SH
Charles Schwab Corp	Com	$2.4M	0.5%	30,265 SH
Chemed Corp	Com	$400K	0.1%	650 SH
Chevron Corp	Com	$7.2M	1.5%	42,843 SH
Cisco Systems Inc	Com	$8.3M	1.8%	134,479 SH
Comcast Corp New Cl A	Com	$1.8M	0.4%	49,557 SH
Community State Bank Capital Stock	Com	$1.4M	0.3%	285 SH
ConocoPhillips	Com	$2.3M	0.5%	22,083 SH
Consolidated Edison Inc	Com	$208K	0.0%	1,880 SH
Costco Wholesale Corp	Com	$2.0M	0.4%	2,166 SH
CVS Health Corporation	Com	$1.4M	0.3%	21,084 SH
Deere & Company	Com	$224K	0.0%	477 SH
Digital Realty Trust Inc	Com	$2.2M	0.5%	15,021 SH
Dimensional International Value Fund ETF	Com	$622K	0.1%	15,812 SH
Dimensional National ETF	Com	$536K	0.1%	11,271 SH
Dow Inc	Com	$1.2M	0.3%	35,441 SH
Du Pont De Nemours Inc	Com	$1.9M	0.4%	25,342 SH
Duke Energy Corp	Com	$2.8M	0.6%	22,614 SH
Eaton Corp PLC	Com	$6.6M	1.4%	24,346 SH
Eli Lilly & Co	Com	$4.6M	1.0%	5,552 SH
Emerson Electric Co	Com	$8.0M	1.7%	73,227 SH
Energy Select Sector SPDR ETF	Com	$237K	0.1%	2,539 SH
EOG Resources Inc	Com	$3.1M	0.7%	24,149 SH
Exelon Corp	Com	$1.6M	0.3%	34,397 SH
Exxon Mobil Corp	Com	$6.6M	1.4%	55,400 SH
Freeport-McMoran, Inc	Com	$2.4M	0.5%	62,206 SH
Gilead Sciences Inc	Com	$2.8M	0.6%	25,011 SH
Health Care Select Sector SPDR ETF	Com	$292K	0.1%	2,000 SH
Home Depot Inc	Com	$791K	0.2%	2,158 SH
Honeywell Intl Inc	Com	$1.7M	0.4%	8,017 SH
IBM Corp	Com	$6.4M	1.4%	25,878 SH
ING Groep NV ADR	Com	$621K	0.1%	31,709 SH
Intercontinental Exchange Inc	Com	$4.3M	0.9%	24,909 SH
Invesco Preferred ETF	Com	$1.1M	0.2%	101,415 SH
Invesco QQQ Trust	Com	$464K	0.1%	989 SH
iShares Core MSCI EAFE ETF	Com	$21.4M	4.6%	283,324 SH
iShares Core MSCI Emerging Mkts ETF	Com	$12.0M	2.5%	221,924 SH
iShares Core S&P 500 ETF	Com	$1.8M	0.4%	3,237 SH
iShares Core S&P Mid-Cap 400 Index ETF	Com	$22.0M	4.7%	376,359 SH
iShares Core S&P Small-Cap 600 ETF	Com	$18.4M	3.9%	175,496 SH
iShares Core U.S. Agg Bond ETF	Com	$2.8M	0.6%	28,313 SH
Ishares Dow Jones US Health Care Prov Index	Com	$528K	0.1%	10,000 SH
iShares National Muni Bond ETF	Com	$448K	0.1%	4,245 SH
iShares Russell 1000 ETF	Com	$245K	0.1%	800 SH
iShares Russell 2000 Index ETF	Com	$616K	0.1%	3,090 SH
iShares US ETF Tr Blackrock Short	Com	$334K	0.1%	6,649 SH
Johnson & Johnson	Com	$7.5M	1.6%	45,092 SH
Johnson Ctls Intl Plc	Com	$1.5M	0.3%	19,057 SH
JP Morgan Chase & Co	Com	$16.6M	3.5%	67,783 SH
Linde Plc	Com	$2.6M	0.5%	5,485 SH
Lowes Companies Inc	Com	$3.2M	0.7%	13,672 SH
Loymar LTD Stock	Com	$584K	0.1%	13,273 SH
Masco Corp	Com	$2.8M	0.6%	40,827 SH
McDonalds Corp	Com	$3.3M	0.7%	10,650 SH
Medtronic plc	Com	$1.6M	0.3%	18,021 SH
Merck & Co Inc	Com	$2.6M	0.6%	29,133 SH
Meta Platforms Inc	Com	$8.2M	1.7%	14,165 SH
MetLife Inc	Com	$4.2M	0.9%	51,978 SH
Microsoft Corp	Com	$15.4M	3.3%	40,937 SH
Mondelez International Inc	Com	$2.4M	0.5%	35,242 SH
Morgan Stanley	Com	$7.5M	1.6%	64,550 SH
Nike Inc Class B	Com	$2.0M	0.4%	32,071 SH
NVIDIA Corp	Com	$9.4M	2.0%	87,063 SH
Omnicom Group	Com	$1.6M	0.3%	18,883 SH
Oracle Corp	Com	$4.7M	1.0%	33,407 SH
Palantir Technologies Inc	Com	$2.5M	0.5%	29,636 SH
Palo Alto Networks Inc	Com	$3.7M	0.8%	21,954 SH
PayPal Holdings Inc	Com	$2.1M	0.4%	31,664 SH
Pepsico Inc	Com	$5.4M	1.1%	36,125 SH
Perspective Therapeutics Inc	Com	$41K	0.0%	19,061 SH
Pfizer Inc	Com	$2.4M	0.5%	95,256 SH
Principal Financial Group	Com	$509K	0.1%	6,029 SH
Procter & Gamble Co	Com	$6.8M	1.4%	39,993 SH
Prudential Financial	Com	$5.1M	1.1%	46,058 SH
QUALCOMM Inc	Com	$2.7M	0.6%	17,326 SH
RTX Corporation	Com	$4.9M	1.0%	37,069 SH
Salesforce Inc	Com	$5.5M	1.2%	20,658 SH
SPDR Dow Jones Industrial Average	Com	$6.2M	1.3%	14,840 SH
SPDR MSCI ACWI ex-US ETF	Com	$601K	0.1%	20,323 SH
SPDR Portfolio High Yield Bond ETF	Com	$12.6M	2.7%	539,030 SH
SPDR S&P 500 ETF	Com	$6.3M	1.3%	11,326 SH
SPDR S&P 500 Growth ETF	Com	$2.3M	0.5%	28,189 SH
SPDR S&P 500 Value ETF	Com	$363K	0.1%	7,100 SH
SPDR SSGA US Low Volatility Index ETF	Com	$419K	0.1%	2,409 SH
Sysco Corp	Com	$1.4M	0.3%	18,873 SH
The Hershey Company	Com	$276K	0.1%	1,616 SH
TJX Companies Inc	Com	$2.0M	0.4%	16,341 SH
Truist Financial Corp	Com	$3.8M	0.8%	91,416 SH
United Parcel Service	Com	$6.2M	1.3%	56,531 SH
Vanguard Dividend Appreciation ETF	Com	$240K	0.1%	1,239 SH
Vanguard FTSE Dev Mkt ETF	Com	$382K	0.1%	7,511 SH
Vanguard Intermediate-Term Treas Fd ETF	Com	$313K	0.1%	5,271 SH
Vanguard Real Estate ETF	Com	$276K	0.1%	3,045 SH
Vanguard Small-Cap Value ETF	Com	$472K	0.1%	2,531 SH
Vanguard Total Stock Market	Com	$1.1M	0.2%	4,046 SH
Vanguard Value Index Fund ETF	Com	$1.5M	0.3%	8,891 SH
Verizon Communications Inc	Com	$3.6M	0.8%	79,978 SH
Visa Inc	Com	$6.5M	1.4%	18,660 SH
Wal-Mart Stores Inc	Com	$2.4M	0.5%	26,916 SH
Walt Disney Company	Com	$2.6M	0.5%	26,225 SH
Waste Management Inc	Com	$2.1M	0.4%	9,148 SH
Yum Brands Inc	Com	$3.3M	0.7%	20,688 SH

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Jan 6, 2026	Q4 2025	13F-HR	0001546967-26-000001	$533.3M	View
Oct 6, 2026	Q3 2026	13F-HR	0001546967-26-000005	$591.7M	View
Oct 3, 2025	Q3 2025