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: $525.3M120 positionsView on SEC.gov

			% of Portfolio
Abbott Laboratories	Com	$2.0M	0.4%Prev: 0.3%	14,742 SH	Increased-1,940 SH
Abbvie Inc	Com	$11.7M	2.2%Prev: 1.9%	50,667 SH	Increased+5,401 SH
AFLAC Incorporated	Com	$282K	0.1%Prev: 0.0%	2,523 SH	Decreased
Alphabet Inc Class A	Com	$13.8M	2.6%Prev: 3.6%	56,842 SH	Decreased-3,310 SH
Amazon Inc	Com	$10.5M	2.0%Prev: 1.9%	47,932 SH	Decreased+906 SH
American Tower Corp REIT	Com	$3.0M	0.6%Prev: 0.4%	15,412 SH	Increased-709 SH
Amgen Inc	Com	$2.8M	0.5%Prev: 0.6%	9,853 SH	Decreased+200 SH
Analog Devices Inc	Com	$2.4M	0.5%Prev: 0.7%	9,699 SH	Decreased-157 SH
Apple Inc	Com	$20.0M	3.8%Prev: 3.6%	78,511 SH	Decreased+3,777 SH
AT&T Inc	Com	$2.5M	0.5%Prev: 0.3%	87,576 SH	Increased-546 SH
Bank of America Corp	Com	$5.0M	1.0%Prev: 0.9%	97,656 SH	Decreased+3,917 SH
Bath & Body Works Inc	Com	$1.2M	0.2%	48,287 SH	New
Berkshire Hathaway Inc Cl A	Com	$5.3M	1.0%Prev: 0.9%	7 SH	Increased
Berkshire Hathaway Inc Cl B	Com	$8.3M	1.6%Prev: 1.3%	16,506 SH	Increased+1,145 SH
BlackRock Enhanced Equity Dividend Trust	Com	$134K	0.0%Prev: 0.0%	14,696 SH	Decreased
BlackRock, Inc.	Com	$4.3M	0.8%Prev: 0.6%	3,683 SH	Increased+141 SH
Bristol-Myers Squibb Corp	Com	$2.2M	0.4%Prev: 0.3%	48,882 SH	Increased+19,248 SH
Broadcom Inc	Com	$5.5M	1.0%Prev: 1.1%	16,574 SH	Decreased-1,159 SH
Cardinal Health Inc	Com	$7.4M	1.4%Prev: 1.5%	47,373 SH	Decreased+9,252 SH
Caterpillar Inc	Com	$4.4M	0.8%Prev: 1.6%	9,223 SH	Decreased+266 SH
Cencora, Inc	Com	$2.1M	0.4%Prev: 0.3%	6,761 SH	Increased+31 SH
Charles Schwab Corp	Com	$2.9M	0.5%Prev: 0.5%	29,906 SH	Increased-193 SH
Chevron Corp	Com	$6.4M	1.2%Prev: 1.2%	41,027 SH	Decreased-1,295 SH
Cisco Systems Inc	Com	$9.0M	1.7%Prev: 2.4%	132,071 SH	Decreased+7,713 SH
Comcast Corp New Cl A	Com	$1.5M	0.3%	47,542 SH	New
Costco Wholesale Corp	Com	$1.9M	0.4%Prev: 0.3%	2,087 SH	Decreased-24 SH
CVS Health Corporation	Com	$1.6M	0.3%Prev: 0.4%	21,634 SH	Decreased+916 SH
Deere & Company	Com	$275K	0.1%	601 SH	New
Digital Realty Trust Inc	Com	$2.5M	0.5%Prev: 0.4%	14,656 SH	Decreased+98 SH
Dimensional International Value Fund ETF	Com	$729K	0.1%Prev: 0.1%	15,812 SH	Decreased
Dimensional National ETF	Com	$541K	0.1%Prev: 0.1%	11,271 SH	Decreased
Du Pont De Nemours Inc	Com	$2.0M	0.4%	25,270 SH	New
Duke Energy Corp	Com	$5.1M	1.0%Prev: 0.9%	41,024 SH	Decreased-1,477 SH
Eaton Corp PLC	Com	$7.2M	1.4%Prev: 1.4%	19,339 SH	Decreased-43 SH
Eli Lilly & Co	Com	$4.3M	0.8%Prev: 1.0%	5,586 SH	Decreased+466 SH
Emerson Electric Co	Com	$8.5M	1.6%Prev: 1.5%	64,597 SH	Decreased+1,194 SH
Energy Select Sector SPDR ETF	Com	$227K	0.0%	2,539 SH	New
EOG Resources Inc	Com	$2.7M	0.5%	23,897 SH	New
Exelon Corp	Com	$1.5M	0.3%Prev: 0.3%	33,264 SH	Decreased+417 SH
Exxon Mobil Corp	Com	$7.3M	1.4%Prev: 1.6%	65,109 SH	Decreased-4,970 SH
Freeport-McMoran, Inc	Com	$1.9M	0.4%Prev: 0.3%	48,846 SH	Decreased+15,570 SH
Gilead Sciences Inc	Com	$2.6M	0.5%Prev: 0.4%	23,216 SH	Increased+4,434 SH
Health Care Select Sector SPDR ETF	Com	$278K	0.1%	2,000 SH	New
Home Depot Inc	Com	$874K	0.2%Prev: 0.1%	2,158 SH	Increased+350 SH
Honeywell Intl Inc	Com	$2.8M	0.5%Prev: 0.5%	13,304 SH	Decreased-212 SH
IBM Corp	Com	$6.6M	1.3%Prev: 1.2%	23,491 SH	Decreased-1,689 SH
ING Groep NV ADR	Com	$824K	0.2%Prev: 0.2%	31,588 SH	Decreased+81 SH
Intercontinental Exchange Inc	Com	$3.7M	0.7%Prev: 0.4%	22,052 SH	Increased+269 SH
Invesco QQQ Trust	Com	$536K	0.1%Prev: 0.1%	892 SH	Decreased-115 SH
Invesco RAFI US 1000 ETF	Com	$215K	0.0%Prev: 0.0%	4,750 SH	Decreased
iShares Core MSCI EAFE ETF	Com	$28.1M	5.4%Prev: 5.7%	321,974 SH	Decreased-30,950 SH
iShares Core MSCI Emerging Mkts ETF	Com	$14.2M	2.7%Prev: 3.9%	215,954 SH	Decreased-65,924 SH
iShares Core S&P 500 ETF	Com	$2.1M	0.4%Prev: 0.4%	3,201 SH	Decreased-72 SH
iShares Core S&P Mid-Cap 400 Index ETF	Com	$25.0M	4.8%	383,147 SH	New
iShares Core S&P Small-Cap 600 ETF	Com	$19.2M	3.6%	161,185 SH	New
iShares Core U.S. Agg Bond ETF	Com	$2.2M	0.4%Prev: 0.3%	21,735 SH	Increased+4,377 SH
Ishares Dow Jones US Health Care Prov Index	Com	$494K	0.1%Prev: 0.1%	10,000 SH	Decreased
iShares National Muni Bond ETF	Com	$439K	0.1%Prev: 0.1%	4,126 SH	Decreased-109 SH
iShares Russell 1000 ETF	Com	$292K	0.1%Prev: 0.1%	800 SH	Decreased
iShares Russell 2000 Index ETF	Com	$748K	0.1%Prev: 1.5%	3,090 SH	Decreased-27,546 SH
iShares Russell Top 200 ETF	Com	$203K	0.0%Prev: 0.0%	1,222 SH	Decreased
iShares US ETF Tr Blackrock Short	Com	$336K	0.1%Prev: 0.1%	6,649 SH	Increased
Johnson & Johnson	Com	$6.9M	1.3%Prev: 1.4%	37,328 SH	Decreased+3,934 SH
Johnson Ctls Intl Plc	Com	$2.2M	0.4%Prev: 0.5%	19,744 SH	Decreased-170 SH
JP Morgan Chase & Co	Com	$20.3M	3.9%Prev: 3.4%	64,511 SH	Increased+3,039 SH
Linde Plc	Com	$2.6M	0.5%Prev: 0.5%	5,526 SH	Decreased+198 SH
Lowes Companies Inc	Com	$3.3M	0.6%Prev: 0.5%	13,198 SH	Increased+820 SH
Masco Corp	Com	$2.6M	0.5%Prev: 0.5%	36,700 SH	Decreased+2,464 SH
McDonalds Corp	Com	$3.1M	0.6%Prev: 0.5%	10,327 SH	Increased+273 SH
Medtronic plc	Com	$1.8M	0.3%Prev: 0.2%	18,435 SH	Increased+4,578 SH
Merck & Co Inc	Com	$286K	0.1%	3,404 SH	New
Meta Platforms Inc	Com	$8.4M	1.6%Prev: 1.4%	11,487 SH	Increased-3,009 SH
MetLife Inc	Com	$3.9M	0.8%Prev: 0.5%	47,937 SH	Increased+12,219 SH
Microsoft Corp	Com	$20.9M	4.0%Prev: 2.5%	40,410 SH	Increased+233 SH
Mondelez International Inc	Com	$2.1M	0.4%Prev: 0.3%	33,674 SH	Increased+3,367 SH
Morgan Stanley	Com	$9.6M	1.8%Prev: 1.9%	60,125 SH	Decreased+7,089 SH
Nike Inc Class B	Com	$2.0M	0.4%Prev: 0.3%	29,019 SH	Increased-18,625 SH
Norfolk Southern Corp	Com	$1.5M	0.3%	4,925 SH	New
NVIDIA Corp	Com	$16.0M	3.1%Prev: 3.1%	85,896 SH	Decreased-7,548 SH
Oracle Corp	Com	$8.9M	1.7%Prev: 0.9%	31,540 SH	Increased-3,758 SH
Palantir Technologies Inc	Com	$5.5M	1.1%Prev: 0.7%	30,238 SH	Increased-7,355 SH
Palo Alto Networks Inc	Com	$4.2M	0.8%Prev: 1.2%	20,507 SH	Decreased-765 SH
PayPal Holdings Inc	Com	$2.1M	0.4%	31,381 SH	New
Pepsico Inc	Com	$4.6M	0.9%Prev: 0.7%	32,835 SH	Increased+1,008 SH
Perspective Therapeutics Inc	Com	$65K	0.0%Prev: 0.0%	19,061 SH	Increased
Pfizer Inc	Com	$2.4M	0.5%Prev: 0.4%	93,252 SH	Increased+5,751 SH
Principal Financial Group	Com	$475K	0.1%Prev: 0.1%	5,730 SH	Decreased+253 SH
Procter & Gamble Co	Com	$6.0M	1.1%Prev: 0.6%	39,268 SH	Increased+15,431 SH
Prudential Financial	Com	$4.8M	0.9%Prev: 0.7%	46,127 SH	Increased+4,781 SH
QUALCOMM Inc	Com	$484K	0.1%Prev: 0.1%	2,908 SH	Increased+1,205 SH
Raymond James Financial Inc	Com	$205K	0.0%	1,187 SH	New
Royal Bank Canada Montreal	Com	$229K	0.0%Prev: 0.1%	1,553 SH	Decreased
RTX Corporation	Com	$6.0M	1.1%Prev: 1.1%	35,670 SH	Decreased+463 SH
Salesforce Inc	Com	$4.6M	0.9%Prev: 0.5%	19,446 SH	Increased+361 SH
SPDR Dow Jones Industrial Average	Com	$6.9M	1.3%	14,840 SH	New
SPDR MSCI ACWI ex-US ETF	Com	$617K	0.1%	17,675 SH	New
SPDR Portfolio High Yield Bond ETF	Com	$13.8M	2.6%	574,739 SH	New
SPDR S&P 500 ETF	Com	$6.7M	1.3%	10,116 SH	New
SPDR S&P 500 Growth ETF	Com	$2.7M	0.5%	25,966 SH	New
SPDR S&P 500 Value ETF	Com	$393K	0.1%	7,100 SH	New
SPDR SSGA US Low Volatility Index ETF	Com	$296K	0.1%	1,660 SH	New
Sysco Corp	Com	$1.5M	0.3%Prev: 0.3%	18,355 SH	Decreased+230 SH
The Hershey Company	Com	$294K	0.1%Prev: 0.0%	1,571 SH	Increased+368 SH
TJX Companies Inc	Com	$2.2M	0.4%Prev: 0.4%	15,282 SH	Decreased+431 SH
Truist Financial Corp	Com	$4.1M	0.8%Prev: 0.6%	90,051 SH	Increased+19,617 SH
United Parcel Service	Com	$2.7M	0.5%Prev: 0.6%	32,378 SH	Decreased+318 SH
Vanguard Dividend Appreciation ETF	Com	$267K	0.1%Prev: 0.0%	1,239 SH	Decreased+60 SH
Vanguard FTSE Dev Mkt ETF	Com	$450K	0.1%Prev: 0.1%	7,511 SH	Decreased-182 SH
Vanguard Intermediate-Term Treas Fd ETF	Com	$316K	0.1%Prev: 0.1%	5,271 SH	Increased
Vanguard Real Estate ETF	Com	$278K	0.1%Prev: 0.1%	3,045 SH	Decreased-123 SH
Vanguard Small-Cap Value ETF	Com	$528K	0.1%	2,531 SH	New
Vanguard Total Stock Market	Com	$1.3M	0.3%Prev: 0.3%	4,046 SH	Decreased-99 SH
Vanguard Value Index Fund ETF	Com	$1.7M	0.3%Prev: 0.3%	8,891 SH	Decreased
Verizon Communications Inc	Com	$4.4M	0.8%Prev: 0.7%	99,420 SH	Increased+6,046 SH
Visa Inc	Com	$6.2M	1.2%Prev: 1.0%	18,098 SH	Increased+1,102 SH
Wal-Mart Stores Inc	Com	$2.6M	0.5%Prev: 0.4%	24,920 SH	Decreased+2,022 SH
Walt Disney Company	Com	$4.1M	0.8%Prev: 0.6%	36,238 SH	Increased-570 SH
Waste Management Inc	Com	$3.0M	0.6%Prev: 0.5%	13,377 SH	Decreased-117 SH
Wells Fargo & Co	Com	$531K	0.1%	6,332 SH	New
Yum Brands Inc	Com	$4.7M	0.9%Prev: 0.8%	30,674 SH	Decreased+185 SH

Sold (vs prior filing)

Caseys General Stores Inc — $1.7M
Coca Cola Co — $3.7M
Consolidated Edison Inc — $208K
DuPont De Nemours Inc — $3.1M
Intel Corp — $247K
iShares Core S&P Mid Cap 400 Index ETF — $29.6M
iShares Core S&P Small Cap 600 ETF — $15.2M
Micron Tech — $6.8M
Netflix, Inc — $1.7M
State Street Energy Select Sector SPDR ETF — $243K
State Street Health Care Select Sec SPDR ETF — $317K
State Street SPDR Dow Jones Indl Average — $7.8M
State Street SPDR MSCI ACWI ex-US ETF — $705K
State Street SPDR Portfolio High Yield ETF — $33.6M
State Street SPDR Portfolio S&P 500 Value ETF — $432K
State Street SPDR S&P 500 ETF Trust — $7.3M
State Street SPDR S&P 500 Growth ETF — $2.8M
Texas Instruments Inc — $1.9M
Union Pacific Corp — $206K
Vanguard Small Cap Value ETF — $510K

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