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: $533.3M120 positionsView on SEC.gov

			% of Portfolio
Abbott Laboratories	Com	$1.7M	0.3%Prev: 0.3%	13,927 SH	Decreased-4,564 SH
Abbvie Inc	Com	$11.5M	2.2%Prev: 1.9%	50,366 SH	Decreased+6,287 SH
AFLAC Incorporated	Com	$278K	0.1%Prev: 0.0%	2,523 SH	Decreased
Alphabet Inc Class A	Com	$19.8M	3.7%Prev: 3.1%	63,241 SH	Increased+10,568 SH
Amazon Inc	Com	$11.2M	2.1%Prev: 1.9%	48,610 SH	Decreased+3,360 SH
American Tower Corp REIT	Com	$2.5M	0.5%	14,380 SH	New
Amgen Inc	Com	$3.2M	0.6%Prev: 0.7%	9,631 SH	Decreased+83 SH
Analog Devices Inc	Com	$2.7M	0.5%Prev: 0.7%	9,846 SH	Decreased-195 SH
Apple Inc	Com	$21.4M	4.0%Prev: 4.8%	78,568 SH	Decreased-6,969 SH
AT&T Inc	Com	$2.1M	0.4%	84,612 SH	New
Bank of America Corp	Com	$5.2M	1.0%Prev: 0.8%	95,090 SH	Increased+7,701 SH
Berkshire Hathaway Inc Cl A	Com	$5.3M	1.0%Prev: 0.9%	7 SH	Increased
Berkshire Hathaway Inc Cl B	Com	$8.3M	1.5%Prev: 1.3%	16,416 SH	Increased+1,455 SH
BlackRock Enhanced Equity Dividend Trust	Com	$139K	0.0%Prev: 0.0%	14,696 SH	Increased
BlackRock, Inc.	Com	$3.9M	0.7%Prev: 0.6%	3,600 SH	Increased+127 SH
Bristol-Myers Squibb Corp	Com	$2.5M	0.5%Prev: 0.3%	46,798 SH	Increased+18,310 SH
Broadcom Inc	Com	$5.7M	1.1%Prev: 1.1%	16,583 SH	Decreased-1,301 SH
Cardinal Health Inc	Com	$9.7M	1.8%Prev: 1.4%	47,315 SH	Increased+9,589 SH
Caterpillar Inc	Com	$5.2M	1.0%Prev: 1.0%	9,050 SH	Decreased+2,083 SH
Cencora, Inc	Com	$2.3M	0.4%Prev: 0.3%	6,853 SH	Increased+161 SH
Charles Schwab Corp	Com	$3.0M	0.6%Prev: 0.5%	30,266 SH	Increased-344 SH
Chevron Corp	Com	$6.0M	1.1%Prev: 1.5%	39,675 SH	Decreased-3,662 SH
Cisco Systems Inc	Com	$10.0M	1.9%Prev: 2.2%	130,226 SH	Decreased+7,328 SH
Consumer Staples Select Sector SPDR ETF	Com	$216K	0.0%	2,780 SH	New
Costco Wholesale Corp	Com	$1.8M	0.3%Prev: 0.3%	2,090 SH	Decreased-145 SH
CVS Health Corporation	Com	$1.7M	0.3%Prev: 0.3%	21,223 SH	Decreased+1,210 SH
Deere & Company	Com	$267K	0.1%	574 SH	New
Digital Realty Trust Inc	Com	$2.2M	0.4%Prev: 0.4%	14,382 SH	Decreased-19 SH
Dimensional International Value Fund ETF	Com	$789K	0.1%Prev: 0.1%	15,812 SH	Decreased+455 SH
Dimensional National ETF	Com	$543K	0.1%Prev: 0.1%	11,271 SH	Increased
Du Pont De Nemours Inc	Com	$1.0M	0.2%	25,487 SH	New
Duke Energy Corp	Com	$4.7M	0.9%Prev: 0.7%	40,328 SH	Increased+2,238 SH
Eaton Corp PLC	Com	$6.2M	1.2%Prev: 1.4%	19,311 SH	Decreased+391 SH
Eli Lilly & Co	Com	$6.1M	1.1%Prev: 1.0%	5,656 SH	Increased+661 SH
Emerson Electric Co	Com	$8.6M	1.6%Prev: 1.6%	64,458 SH	Decreased+2,592 SH
EOG Resources Inc	Com	$2.4M	0.4%	22,714 SH	New
Exelon Corp	Com	$1.4M	0.3%Prev: 0.2%	32,692 SH	Increased+1,464 SH
Exxon Mobil Corp	Com	$7.7M	1.4%	64,163 SH	New
Freeport-McMoran, Inc	Com	$2.5M	0.5%Prev: 0.6%	49,059 SH	Decreased-1,085 SH
Gilead Sciences Inc	Com	$2.8M	0.5%Prev: 0.5%	22,704 SH	Increased+4,312 SH
Home Depot Inc	Com	$681K	0.1%Prev: 0.1%	1,980 SH	Increased+172 SH
Honeywell Intl Inc	Com	$2.6M	0.5%	13,250 SH	New
IBM Corp	Com	$6.8M	1.3%Prev: 0.8%	22,805 SH	Increased+270 SH
ING Groep NV ADR	Com	$884K	0.2%Prev: 0.2%	31,588 SH	Decreased+81 SH
Intercontinental Exchange Inc	Com	$3.6M	0.7%Prev: 0.5%	22,092 SH	Increased+1,559 SH
Invesco QQQ Trust	Com	$628K	0.1%Prev: 0.1%	1,022 SH	Decreased+15 SH
Invesco RAFI US 1000 ETF	Com	$223K	0.0%Prev: 0.0%	4,750 SH	Decreased
iShares Core MSCI EAFE ETF	Com	$29.0M	5.4%Prev: 6.0%	323,863 SH	Decreased-41,630 SH
iShares Core MSCI Emerging Mkts ETF	Com	$14.3M	2.7%Prev: 3.9%	213,425 SH	Decreased-72,075 SH
iShares Core S&P 500 ETF	Com	$2.2M	0.4%Prev: 0.4%	3,201 SH	Decreased-72 SH
iShares Core S&P Mid-Cap 400 Index ETF	Com	$25.5M	4.8%	385,910 SH	New
iShares Core S&P Small-Cap 600 ETF	Com	$19.1M	3.6%	158,652 SH	New
iShares Core U.S. Agg Bond ETF	Com	$2.5M	0.5%Prev: 0.3%	25,173 SH	Increased+7,869 SH
Ishares Dow Jones US Health Care Prov Index	Com	$479K	0.1%Prev: 0.1%	10,000 SH	Decreased
iShares National Muni Bond ETF	Com	$442K	0.1%Prev: 0.1%	4,126 SH	Increased-109 SH
iShares Russell 1000 ETF	Com	$299K	0.1%Prev: 0.1%	800 SH	Decreased
iShares Russell 2000 Index ETF	Com	$761K	0.1%Prev: 1.5%	3,090 SH	Decreased-28,417 SH
iShares Russell Top 200 ETF	Com	$209K	0.0%Prev: 0.0%	1,222 SH	Decreased
iShares US ETF Tr Blackrock Short	Com	$335K	0.1%Prev: 0.0%	6,649 SH	Increased+1,000 SH
Johnson & Johnson	Com	$7.6M	1.4%Prev: 1.4%	36,846 SH	Decreased+5,620 SH
Johnson Ctls Intl Plc	Com	$2.4M	0.4%Prev: 0.5%	19,989 SH	Decreased-51 SH
JP Morgan Chase & Co	Com	$20.5M	3.9%Prev: 3.3%	63,767 SH	Increased+5,175 SH
Linde Plc	Com	$2.3M	0.4%Prev: 0.4%	5,414 SH	Decreased+125 SH
Lowes Companies Inc	Com	$3.1M	0.6%Prev: 0.4%	12,934 SH	Increased+1,321 SH
Masco Corp	Com	$2.2M	0.4%Prev: 0.0%	34,457 SH	Increased+31,322 SH
McDonalds Corp	Com	$3.1M	0.6%Prev: 0.4%	10,146 SH	Increased+302 SH
Medtronic plc	Com	$1.7M	0.3%Prev: 0.2%	18,015 SH	Increased+4,887 SH
Merck & Co Inc	Com	$297K	0.1%	2,820 SH	New
Meta Platforms Inc	Com	$7.6M	1.4%Prev: 1.5%	11,555 SH	Decreased-806 SH
MetLife Inc	Com	$3.7M	0.7%Prev: 0.6%	46,459 SH	Increased+11,473 SH
Microsoft Corp	Com	$19.4M	3.6%Prev: 3.8%	40,097 SH	Decreased-3,302 SH
Mondelez International Inc	Com	$1.7M	0.3%Prev: 0.3%	31,854 SH	Increased+2,510 SH
Morgan Stanley	Com	$10.6M	2.0%Prev: 1.7%	59,602 SH	Increased+6,196 SH
Nike Inc Class B	Com	$1.7M	0.3%Prev: 0.2%	26,442 SH	Increased-9,787 SH
Norfolk Southern Corp	Com	$1.4M	0.3%	4,821 SH	New
NVIDIA Corp	Com	$16.5M	3.1%Prev: 3.6%	88,427 SH	Decreased-5,533 SH
Oracle Corp	Com	$6.2M	1.2%Prev: 0.8%	31,697 SH	Increased-4,094 SH
Palantir Technologies Inc	Com	$5.6M	1.0%Prev: 1.2%	31,289 SH	Decreased-6,479 SH
Palo Alto Networks Inc	Com	$3.8M	0.7%Prev: 1.4%	20,834 SH	Decreased-402 SH
PayPal Holdings Inc	Com	$1.7M	0.3%	28,540 SH	New
Pepsico Inc	Com	$4.6M	0.9%Prev: 0.4%	31,707 SH	Increased+13,465 SH
Perspective Therapeutics Inc	Com	$52K	0.0%Prev: 0.0%	19,061 SH
Pfizer Inc	Com	$2.2M	0.4%Prev: 0.4%	89,258 SH	Decreased+3,951 SH
Principal Financial Group	Com	$505K	0.1%Prev: 0.1%	5,730 SH	Decreased-1,060 SH
Procter & Gamble Co	Com	$5.4M	1.0%Prev: 0.6%	38,027 SH	Increased+15,167 SH
Prudential Financial	Com	$5.1M	1.0%Prev: 0.8%	45,341 SH	Increased+5,835 SH
QUALCOMM Inc	Com	$486K	0.1%Prev: 0.1%	2,840 SH	Increased+1,205 SH
Royal Bank Canada Montreal	Com	$265K	0.0%Prev: 0.1%	1,553 SH	Decreased
RTX Corporation	Com	$6.5M	1.2%Prev: 1.0%	35,448 SH	Increased+2,015 SH
Salesforce Inc	Com	$4.8M	0.9%Prev: 0.8%	18,191 SH	Increased-1,347 SH
SPDR Dow Jones Industrial Average	Com	$7.1M	1.3%	14,840 SH	New
SPDR MSCI ACWI ex-US ETF	Com	$630K	0.1%	17,548 SH	New
SPDR S&P 500 ETF	Com	$7.1M	1.3%	10,406 SH	New
State St SPDR US Low Volatility Index ETF	Com	$262K	0.0%	1,491 SH	New
State Street Energy Select Sector SPDR ETF	Com	$307K	0.1%Prev: 0.0%	6,864 SH	Increased+2,280 SH
State Street Financial Select Sector SPDR ETF	Com	$315K	0.1%	5,750 SH	New
State Street Health Care Select Sec SPDR ETF	Com	$310K	0.1%Prev: 0.1%	2,000 SH	Decreased
State Street SPDR Portfolio High Yield ETF	Com	$14.1M	2.6%Prev: 5.9%	596,768 SH	Decreased-938,240 SH
State Street SPDR Portfolio S&P 500 Value ETF	Com	$403K	0.1%Prev: 0.1%	7,100 SH	Decreased+110 SH
State Street SPDR S&P 500 Growth ETF	Com	$2.7M	0.5%Prev: 0.5%	25,606 SH	Decreased+1,752 SH
State Street Tech Select Sector SPDR ETF	Com	$383K	0.1%	2,662 SH	New
Sysco Corp	Com	$1.3M	0.2%Prev: 0.2%	17,602 SH	Decreased-170 SH
The Hershey Company	Com	$233K	0.0%	1,278 SH	New
TJX Companies Inc	Com	$2.4M	0.4%Prev: 0.3%	15,439 SH	Increased-61 SH
Truist Financial Corp	Com	$4.3M	0.8%Prev: 0.5%	87,254 SH	Increased+23,978 SH
United Parcel Service	Com	$3.2M	0.6%Prev: 0.5%	32,188 SH	Increased+244 SH
Vanguard Dividend Appreciation ETF	Com	$259K	0.0%Prev: 0.0%	1,179 SH	Decreased
Vanguard FTSE Dev Mkt ETF	Com	$469K	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	$269K	0.1%	3,045 SH	New
Vanguard Small-Cap Value ETF	Com	$536K	0.1%	2,531 SH	New
Vanguard Total Stock Market	Com	$1.4M	0.3%	4,046 SH	New
Vanguard Value Index Fund ETF	Com	$1.7M	0.3%	8,891 SH	New
Verizon Communications Inc	Com	$3.9M	0.7%Prev: 0.5%	96,128 SH	Increased+28,098 SH
Visa Inc	Com	$6.3M	1.2%Prev: 1.0%	17,848 SH	Increased+1,409 SH
Wal-Mart Stores Inc	Com	$2.8M	0.5%Prev: 0.5%	24,754 SH	Increased-991 SH
Walt Disney Company	Com	$4.1M	0.8%Prev: 0.6%	36,408 SH	Increased+1,876 SH
Waste Management Inc	Com	$2.9M	0.5%	13,335 SH	New
Wells Fargo & Co	Com	$585K	0.1%	6,282 SH	New
Yum Brands Inc	Com	$4.6M	0.9%Prev: 0.7%	30,549 SH	Increased+2,287 SH

Sold (vs prior filing)

Air Products & Chemicals Inc — $1.1M
Caseys General Stores Inc — $2.3M
Coca Cola Co — $3.9M
Darden Restaurants Inc — $1.4M
DuPont De Nemours Inc — $3.3M
Honeywell Aerospace Inc — $2.9M
Intel Corp — $213K
iShares Core S&P Mid Cap 400 Index ETF — $28.2M
iShares Core S&P Small Cap 600 ETF — $14.0M
Micron Tech — $6.4M
Netflix, Inc — $1.8M
Parker-Hannifin Corp — $1.3M
Space Exploration Technologies Corp Cl A — $2.1M
SPDR Gold Shares — $200K
Starbucks Corporation — $3.2M
State Street SPDR Dow Jones Indl Average — $7.5M
State Street SPDR MSCI ACWI ex-US ETF — $692K
State Street SPDR S&P 500 ETF Trust — $7.3M
Texas Instruments Inc — $1.7M
Vanguard Morningstar Small Cap Value ETF — $485K
… and 2 more

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