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: $502.1M122 positionsView on SEC.gov

			% of Portfolio
Abbott Laboratories	Com	$2.0M	0.4%Prev: 0.3%	14,657 SH	Increased-2,204 SH
Abbvie Inc	Com	$9.6M	1.9%Prev: 1.8%	51,830 SH	Decreased+6,504 SH
AFLAC Incorporated	Com	$266K	0.1%Prev: 0.1%	2,523 SH	Decreased
Alphabet Inc Class A	Com	$8.3M	1.7%Prev: 3.2%	47,331 SH	Decreased-12,735 SH
Amazon Inc	Com	$10.6M	2.1%Prev: 1.8%	48,539 SH	Increased+1,111 SH
American Tower Corp REIT	Com	$3.5M	0.7%Prev: 0.5%	15,748 SH	Increased-388 SH
Amgen Inc	Com	$2.8M	0.5%Prev: 0.6%	9,855 SH	Decreased+329 SH
Analog Devices Inc	Com	$2.2M	0.4%Prev: 0.6%	9,268 SH	Decreased-641 SH
Apple Inc	Com	$16.5M	3.3%Prev: 3.5%	80,246 SH	Decreased+4,316 SH
Bank of America Corp	Com	$4.6M	0.9%Prev: 0.8%	97,068 SH	Increased+3,773 SH
Berkshire Hathaway Inc Cl A	Com	$5.1M	1.0%Prev: 0.9%	7 SH	Increased
Berkshire Hathaway Inc Cl B	Com	$8.1M	1.6%Prev: 1.4%	16,615 SH	Increased+1,104 SH
BlackRock Enhanced Equity Dividend Trust	Com	$151K	0.0%Prev: 0.0%	16,946 SH	Increased+2,250 SH
BlackRock, Inc.	Com	$3.9M	0.8%Prev: 0.6%	3,700 SH	Increased+175 SH
Boeing Co	Com	$204K	0.0%	975 SH	New
Bristol-Myers Squibb Corp	Com	$2.3M	0.5%Prev: 0.3%	49,204 SH	Increased+18,776 SH
Broadcom Inc	Com	$5.0M	1.0%Prev: 1.0%	18,272 SH	Decreased+553 SH
Cardinal Health Inc	Com	$8.4M	1.7%Prev: 1.5%	50,208 SH	Increased+12,029 SH
Caterpillar Inc	Com	$3.7M	0.7%Prev: 1.2%	9,456 SH	Decreased+571 SH
Cencora, Inc	Com	$2.0M	0.4%Prev: 0.4%	6,758 SH	Decreased-8 SH
Charles Schwab Corp	Com	$2.8M	0.6%Prev: 0.5%	30,415 SH	Decreased+164 SH
Chemed Corp	Com	$317K	0.1%	650 SH	New
Chevron Corp	Com	$6.1M	1.2%Prev: 1.6%	42,740 SH	Decreased+798 SH
Cisco Systems Inc	Com	$9.3M	1.8%Prev: 1.9%	133,473 SH	Decreased+586 SH
Comcast Corp New Cl A	Com	$1.7M	0.3%	47,933 SH	New
Community State Bank Capital Stock	Com	$1.4M	0.3%	285 SH	New
ConocoPhillips	Com	$2.0M	0.4%	22,193 SH	New
Costco Wholesale Corp	Com	$2.2M	0.4%Prev: 0.4%	2,198 SH	Increased+81 SH
CVS Health Corporation	Com	$1.4M	0.3%Prev: 0.3%	20,796 SH	Decreased+262 SH
Deere & Company	Com	$307K	0.1%Prev: 0.1%	604 SH	Decreased-38 SH
Digital Realty Trust Inc	Com	$2.6M	0.5%Prev: 0.5%	14,700 SH	Decreased+386 SH
Dimensional International Value Fund ETF	Com	$677K	0.1%Prev: 0.2%	15,812 SH	Decreased
Dimensional National ETF	Com	$535K	0.1%Prev: 0.1%	11,271 SH	Decreased
Dow Inc	Com	$938K	0.2%	35,431 SH	New
Du Pont De Nemours Inc	Com	$1.8M	0.4%Prev: 0.6%	25,623 SH	Decreased-41,634 SH
Duke Energy Corp	Com	$2.6M	0.5%Prev: 1.0%	22,022 SH	Decreased-19,836 SH
Eaton Corp PLC	Com	$7.5M	1.5%Prev: 1.3%	20,982 SH	Increased+1,697 SH
Eli Lilly & Co	Com	$4.4M	0.9%Prev: 0.9%	5,587 SH	Decreased+449 SH
Emerson Electric Co	Com	$9.2M	1.8%Prev: 1.5%	68,897 SH	Increased+5,378 SH
Energy Select Sector SPDR ETF	Com	$215K	0.0%	2,539 SH	New
EOG Resources Inc	Com	$2.9M	0.6%	24,160 SH	New
Exelon Corp	Com	$1.4M	0.3%Prev: 0.3%	33,322 SH	Decreased+833 SH
Exxon Mobil Corp	Com	$5.9M	1.2%Prev: 2.2%	54,759 SH	Decreased-14,799 SH
Freeport-McMoran, Inc	Com	$2.7M	0.5%Prev: 0.4%	63,168 SH	Increased+29,576 SH
Gilead Sciences Inc	Com	$2.7M	0.5%Prev: 0.5%	24,480 SH	Increased+5,818 SH
Health Care Select Sector SPDR ETF	Com	$270K	0.1%	2,000 SH	New
Home Depot Inc	Com	$791K	0.2%Prev: 0.1%	2,158 SH	Increased+178 SH
Honeywell Intl Inc	Com	$3.1M	0.6%Prev: 0.6%	13,372 SH	Increased-30 SH
IBM Corp	Com	$7.0M	1.4%Prev: 1.1%	23,912 SH	Increased-973 SH
ING Groep NV ADR	Com	$692K	0.1%Prev: 0.2%	31,648 SH	Decreased+141 SH
Intercontinental Exchange Inc	Com	$4.6M	0.9%Prev: 0.6%	25,094 SH	Increased+3,034 SH
Invesco Preferred ETF	Com	$724K	0.1%	65,062 SH	New
Invesco QQQ Trust	Com	$492K	0.1%Prev: 0.1%	892 SH	Decreased-115 SH
Invesco RAFI US 1000 ETF	Com	$201K	0.0%Prev: 0.0%	4,750 SH	Decreased
iShares Core MSCI EAFE ETF	Com	$23.1M	4.6%Prev: 5.8%	276,697 SH	Decreased-68,733 SH
iShares Core MSCI Emerging Mkts ETF	Com	$13.2M	2.6%Prev: 3.6%	220,032 SH	Decreased-57,926 SH
iShares Core S&P 500 ETF	Com	$2.0M	0.4%Prev: 0.4%	3,232 SH	Decreased-41 SH
iShares Core S&P Mid-Cap 400 Index ETF	Com	$23.2M	4.6%Prev: 4.7%	374,598 SH	Decreased-5,769 SH
iShares Core S&P Small-Cap 600 ETF	Com	$19.7M	3.9%Prev: 2.3%	179,909 SH	Increased+78,371 SH
iShares Core U.S. Agg Bond ETF	Com	$2.4M	0.5%Prev: 0.4%	24,505 SH	Increased+4,111 SH
Ishares Dow Jones US Health Care Prov Index	Com	$487K	0.1%Prev: 0.1%	10,000 SH	Increased
iShares National Muni Bond ETF	Com	$431K	0.1%Prev: 0.1%	4,126 SH	Decreased-109 SH
iShares Russell 1000 ETF	Com	$272K	0.1%Prev: 0.1%	800 SH	Decreased
iShares Russell 2000 Index ETF	Com	$667K	0.1%Prev: 1.3%	3,090 SH	Decreased-25,710 SH
iShares US ETF Tr Blackrock Short	Com	$334K	0.1%Prev: 0.1%	6,649 SH	Decreased
Johnson & Johnson	Com	$6.8M	1.4%Prev: 1.5%	44,800 SH	Decreased+11,502 SH
Johnson Ctls Intl Plc	Com	$2.1M	0.4%Prev: 0.5%	19,609 SH	Decreased-342 SH
JP Morgan Chase & Co	Com	$19.5M	3.9%Prev: 3.5%	67,257 SH	Increased+1,711 SH
Linde Plc	Com	$2.5M	0.5%Prev: 0.5%	5,383 SH	Decreased+110 SH
Lowes Companies Inc	Com	$3.0M	0.6%Prev: 0.5%	13,395 SH	Increased+1,043 SH
Masco Corp	Com	$2.6M	0.5%Prev: 0.4%	41,164 SH	Increased+6,480 SH
McDonalds Corp	Com	$3.0M	0.6%Prev: 0.6%	10,380 SH	Decreased+436 SH
Medtronic plc	Com	$1.6M	0.3%Prev: 0.2%	18,182 SH	Increased+3,907 SH
Merck & Co Inc	Com	$2.2M	0.4%Prev: 0.0%	28,276 SH	Increased+26,580 SH
Meta Platforms Inc	Com	$10.6M	2.1%Prev: 1.4%	14,338 SH	Increased+1,026 SH
MetLife Inc	Com	$3.8M	0.8%Prev: 0.5%	47,790 SH	Increased+10,936 SH
Microsoft Corp	Com	$20.3M	4.0%Prev: 2.7%	40,815 SH	Increased+565 SH
Mondelez International Inc	Com	$2.3M	0.5%Prev: 0.3%	34,611 SH	Increased+4,706 SH
Morgan Stanley	Com	$8.9M	1.8%Prev: 1.8%	63,040 SH	Decreased+3,969 SH
Nike Inc Class B	Com	$2.3M	0.4%Prev: 0.3%	31,724 SH	Increased+3,685 SH
Norfolk Southern Corp	Com	$1.2M	0.2%	4,758 SH	New
NVIDIA Corp	Com	$13.9M	2.8%Prev: 3.0%	87,756 SH	Decreased-5,281 SH
Omnicom Group	Com	$1.3M	0.3%	18,293 SH	New
Oracle Corp	Com	$7.3M	1.5%Prev: 1.0%	33,457 SH	Increased-1,941 SH
Palantir Technologies Inc	Com	$4.1M	0.8%Prev: 1.0%	29,721 SH	Decreased-7,973 SH
Palo Alto Networks Inc	Com	$4.5M	0.9%Prev: 0.6%	22,025 SH	Increased+594 SH
PayPal Holdings Inc	Com	$2.4M	0.5%	32,004 SH	New
Pepsico Inc	Com	$4.7M	0.9%Prev: 0.9%	35,621 SH	Decreased+3,938 SH
Perspective Therapeutics Inc	Com	$66K	0.0%Prev: 0.0%	19,061 SH	Decreased
Pfizer Inc	Com	$2.3M	0.5%Prev: 0.5%	93,654 SH	Decreased+5,869 SH
Principal Financial Group	Com	$458K	0.1%Prev: 0.1%	5,768 SH	Decreased+261 SH
Procter & Gamble Co	Com	$6.4M	1.3%Prev: 0.9%	39,864 SH	Increased+4,173 SH
Prudential Financial	Com	$4.9M	1.0%Prev: 0.8%	45,646 SH	Increased-1,307 SH
QUALCOMM Inc	Com	$533K	0.1%Prev: 0.0%	3,348 SH	Increased+1,580 SH
Royal Bank Canada Montreal	Com	$204K	0.0%Prev: 0.0%	1,553 SH	Decreased
RTX Corporation	Com	$5.4M	1.1%Prev: 1.2%	37,026 SH	Decreased+1,984 SH
Salesforce Inc	Com	$5.6M	1.1%Prev: 0.7%	20,686 SH	Increased+1,354 SH
SPDR Dow Jones Industrial Average	Com	$6.5M	1.3%	14,840 SH	New
SPDR MSCI ACWI ex-US ETF	Com	$588K	0.1%	18,005 SH	New
SPDR Portfolio High Yield Bond ETF	Com	$13.0M	2.6%	547,338 SH	New
SPDR S&P 500 ETF	Com	$6.2M	1.2%	10,068 SH	New
SPDR S&P 500 Growth ETF	Com	$2.5M	0.5%	25,894 SH	New
SPDR S&P 500 Value ETF	Com	$372K	0.1%	7,100 SH	New
SPDR SSGA US Low Volatility Index ETF	Com	$290K	0.1%	1,660 SH	New
Sysco Corp	Com	$1.4M	0.3%Prev: 0.2%	18,431 SH	Increased+706 SH
The Hershey Company	Com	$261K	0.1%Prev: 0.0%	1,571 SH	Increased+368 SH
TJX Companies Inc	Com	$2.0M	0.4%Prev: 0.4%	16,471 SH	Decreased+1,335 SH
Truist Financial Corp	Com	$3.9M	0.8%Prev: 0.6%	89,573 SH	Increased+17,780 SH
United Parcel Service	Com	$4.9M	1.0%Prev: 0.6%	48,666 SH	Increased+16,606 SH
Vanguard Dividend Appreciation ETF	Com	$254K	0.1%Prev: 0.0%	1,239 SH	Increased+60 SH
Vanguard FTSE Dev Mkt ETF	Com	$428K	0.1%Prev: 0.1%	7,511 SH	Decreased-182 SH
Vanguard Intermediate-Term Treas Fd ETF	Com	$315K	0.1%Prev: 0.1%	5,271 SH	Increased
Vanguard Real Estate ETF	Com	$271K	0.1%Prev: 0.1%	3,045 SH	Decreased-123 SH
Vanguard Small-Cap Value ETF	Com	$494K	0.1%Prev: 0.1%	2,531 SH	Increased+432 SH
Vanguard Total Stock Market	Com	$1.2M	0.2%Prev: 0.2%	4,046 SH	Decreased-99 SH
Vanguard Value Index Fund ETF	Com	$1.6M	0.3%Prev: 0.3%	8,891 SH	Decreased
Verizon Communications Inc	Com	$3.5M	0.7%Prev: 0.8%	80,158 SH	Decreased-10,037 SH
Visa Inc	Com	$6.7M	1.3%Prev: 1.0%	18,743 SH	Increased+1,392 SH
Wal-Mart Stores Inc	Com	$2.6M	0.5%Prev: 0.5%	26,936 SH	Decreased+3,972 SH
Walt Disney Company	Com	$3.3M	0.7%Prev: 0.7%	26,491 SH	Decreased-10,177 SH
Waste Management Inc	Com	$3.0M	0.6%Prev: 0.6%	13,310 SH	Decreased-79 SH
Yum Brands Inc	Com	$3.1M	0.6%Prev: 0.9%	21,213 SH	Decreased-9,405 SH

Sold (vs prior filing)

AT&T Inc — $2.5M
Coca Cola Co — $3.3M
Consolidated Edison Inc — $213K
Micron Tech — $1.5M
Netflix, Inc — $2.3M
State St SPDR US Low Volatility Index ETF — $237K
State Street Energy Select Sector SPDR ETF — $281K
State Street Health Care Select Sec SPDR ETF — $293K
State Street SPDR Dow Jones Indl Average — $6.9M
State Street SPDR MSCI ACWI ex-US ETF — $635K
State Street SPDR Portfolio High Yield ETF — $32.5M
State Street SPDR Portfolio S&P 500 Value ETF — $402K
State Street SPDR S&P 500 ETF Trust — $6.5M
State Street SPDR S&P 500 Growth ETF — $2.3M
Wells Fargo & Co — $500K

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