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: $543.4M117 positionsView on SEC.gov

			% of Portfolio
Abbott Laboratories	Com	$1.7M	0.3%Prev: 0.4%	16,861 SH	Decreased+2,314 SH
Abbvie Inc	Com	$9.9M	1.8%Prev: 2.3%	45,326 SH	Decreased-6,572 SH
AFLAC Incorporated	Com	$277K	0.1%Prev: 0.1%	2,523 SH	Decreased
Alphabet Inc Class A	Com	$17.3M	3.2%Prev: 1.5%	60,066 SH	Increased+13,095 SH
Amazon Inc	Com	$9.9M	1.8%Prev: 1.9%	47,428 SH	Increased-670 SH
American Tower Corp REIT	Com	$2.8M	0.5%Prev: 0.7%	16,136 SH	Decreased+497 SH
Amgen Inc	Com	$3.4M	0.6%Prev: 0.7%	9,526 SH	Increased-520 SH
Analog Devices Inc	Com	$3.2M	0.6%	9,909 SH	New
Apple Inc	Com	$19.3M	3.5%Prev: 3.8%	75,930 SH	Increased-4,437 SH
AT&T Inc	Com	$2.5M	0.5%	87,424 SH	New
Bank of America Corp	Com	$4.5M	0.8%Prev: 0.9%	93,295 SH	Increased-2,741 SH
Berkshire Hathaway Inc Cl A	Com	$5.0M	0.9%Prev: 1.2%	7 SH	Decreased
Berkshire Hathaway Inc Cl B	Com	$7.4M	1.4%Prev: 1.9%	15,511 SH	Decreased-1,564 SH
BlackRock Enhanced Equity Dividend Trust	Com	$127K	0.0%Prev: 0.0%	14,696 SH	Decreased-2,250 SH
BlackRock, Inc.	Com	$3.4M	0.6%Prev: 0.8%	3,525 SH	Decreased-218 SH
Bristol-Myers Squibb Corp	Com	$1.8M	0.3%Prev: 0.7%	30,428 SH	Decreased-20,047 SH
Broadcom Inc	Com	$5.5M	1.0%Prev: 0.6%	17,719 SH	Increased-282 SH
Cardinal Health Inc	Com	$8.1M	1.5%Prev: 1.5%	38,179 SH	Increased-12,091 SH
Caterpillar Inc	Com	$6.3M	1.2%Prev: 0.9%	8,885 SH	Increased-3,335 SH
Cencora, Inc	Com	$2.1M	0.4%Prev: 0.4%	6,766 SH	Increased+102 SH
Charles Schwab Corp	Com	$2.8M	0.5%Prev: 0.5%	30,251 SH	Increased-14 SH
Chevron Corp	Com	$8.7M	1.6%Prev: 1.5%	41,942 SH	Increased-901 SH
Cisco Systems Inc	Com	$10.3M	1.9%Prev: 1.8%	132,887 SH	Increased-1,592 SH
Coca Cola Co	Com	$3.3M	0.6%	43,252 SH	New
Consolidated Edison Inc	Com	$213K	0.0%Prev: 0.0%	1,880 SH	Increased
Costco Wholesale Corp	Com	$2.1M	0.4%Prev: 0.4%	2,117 SH	Increased-49 SH
CVS Health Corporation	Com	$1.5M	0.3%Prev: 0.3%	20,534 SH	Increased-550 SH
Deere & Company	Com	$362K	0.1%Prev: 0.0%	642 SH	Increased+165 SH
Digital Realty Trust Inc	Com	$2.6M	0.5%Prev: 0.5%	14,314 SH	Increased-707 SH
Dimensional International Value Fund ETF	Com	$835K	0.2%Prev: 0.1%	15,812 SH	Increased
Dimensional National ETF	Com	$540K	0.1%Prev: 0.1%	11,271 SH	Increased
Du Pont De Nemours Inc	Com	$3.1M	0.6%Prev: 0.4%	67,257 SH	Increased+41,915 SH
Duke Energy Corp	Com	$5.5M	1.0%Prev: 0.6%	41,858 SH	Increased+19,244 SH
Eaton Corp PLC	Com	$6.9M	1.3%Prev: 1.4%	19,285 SH	Increased-5,061 SH
Eli Lilly & Co	Com	$4.7M	0.9%Prev: 1.0%	5,138 SH	Increased-414 SH
Emerson Electric Co	Com	$8.3M	1.5%Prev: 1.7%	63,519 SH	Increased-9,708 SH
Exelon Corp	Com	$1.6M	0.3%Prev: 0.3%	32,489 SH	Increased-1,908 SH
Exxon Mobil Corp	Com	$11.8M	2.2%Prev: 1.4%	69,558 SH	Increased+14,158 SH
Freeport-McMoran, Inc	Com	$2.0M	0.4%Prev: 0.5%	33,592 SH	Decreased-28,614 SH
Gilead Sciences Inc	Com	$2.6M	0.5%Prev: 0.6%	18,662 SH	Decreased-6,349 SH
Home Depot Inc	Com	$651K	0.1%Prev: 0.2%	1,980 SH	Decreased-178 SH
Honeywell Intl Inc	Com	$3.0M	0.6%Prev: 0.4%	13,402 SH	Increased+5,385 SH
IBM Corp	Com	$6.0M	1.1%Prev: 1.4%	24,885 SH	Decreased-993 SH
ING Groep NV ADR	Com	$821K	0.2%Prev: 0.1%	31,507 SH	Increased-202 SH
Intercontinental Exchange Inc	Com	$3.5M	0.6%Prev: 0.9%	22,060 SH	Decreased-2,849 SH
Invesco QQQ Trust	Com	$581K	0.1%Prev: 0.1%	1,007 SH	Increased+18 SH
Invesco RAFI US 1000 ETF	Com	$226K	0.0%	4,750 SH	New
iShares Core MSCI EAFE ETF	Com	$31.3M	5.8%Prev: 4.6%	345,430 SH	Increased+62,106 SH
iShares Core MSCI Emerging Mkts ETF	Com	$19.4M	3.6%Prev: 2.5%	277,958 SH	Increased+56,034 SH
iShares Core S&P 500 ETF	Com	$2.1M	0.4%Prev: 0.4%	3,273 SH	Increased+36 SH
iShares Core S&P Mid-Cap 400 Index ETF	Com	$25.7M	4.7%Prev: 4.7%	380,367 SH	Increased+4,008 SH
iShares Core S&P Small-Cap 600 ETF	Com	$12.6M	2.3%Prev: 3.9%	101,538 SH	Decreased-73,958 SH
iShares Core U.S. Agg Bond ETF	Com	$2.0M	0.4%Prev: 0.6%	20,394 SH	Decreased-7,919 SH
iShares Dow Jones US Health Care Prov Index	Com	$419K	0.1%Prev: 0.1%	10,000 SH	Decreased
iShares National Muni Bond ETF	Com	$450K	0.1%Prev: 0.1%	4,235 SH	Increased-10 SH
iShares Russell 1000 ETF	Com	$285K	0.1%Prev: 0.1%	800 SH	Increased
iShares Russell 2000 Index ETF	Com	$7.1M	1.3%Prev: 0.1%	28,800 SH	Increased+25,710 SH
iShares US ETF Tr Blackrock Short	Com	$335K	0.1%Prev: 0.1%	6,649 SH	Increased
Johnson & Johnson	Com	$8.1M	1.5%Prev: 1.6%	33,298 SH	Increased-11,794 SH
Johnson Ctls Intl Plc	Com	$2.6M	0.5%Prev: 0.3%	19,951 SH	Increased+894 SH
JP Morgan Chase & Co	Com	$19.3M	3.5%Prev: 3.5%	65,546 SH	Increased-2,237 SH
Linde Plc	Com	$2.6M	0.5%Prev: 0.5%	5,273 SH	Increased-212 SH
Lowes Companies Inc	Com	$2.9M	0.5%Prev: 0.7%	12,352 SH	Decreased-1,320 SH
Masco Corp	Com	$2.1M	0.4%Prev: 0.6%	34,684 SH	Decreased-6,143 SH
McDonalds Corp	Com	$3.1M	0.6%Prev: 0.7%	9,944 SH	Decreased-706 SH
Medtronic plc	Com	$1.2M	0.2%Prev: 0.3%	14,275 SH	Decreased-3,746 SH
Merck & Co Inc	Com	$204K	0.0%Prev: 0.6%	1,696 SH	Decreased-27,437 SH
Meta Platforms Inc	Com	$7.6M	1.4%Prev: 1.7%	13,312 SH	Decreased-853 SH
MetLife Inc	Com	$2.6M	0.5%Prev: 0.9%	36,854 SH	Decreased-15,124 SH
Micron Tech	Com	$1.5M	0.3%	4,361 SH	New
Microsoft Corp	Com	$14.9M	2.7%Prev: 3.3%	40,250 SH	Decreased-687 SH
Mondelez International Inc	Com	$1.7M	0.3%Prev: 0.5%	29,905 SH	Decreased-5,337 SH
Morgan Stanley	Com	$9.7M	1.8%Prev: 1.6%	59,071 SH	Increased-5,479 SH
Netflix, Inc	Com	$2.3M	0.4%	24,127 SH	New
Nike Inc Class B	Com	$1.5M	0.3%Prev: 0.4%	28,039 SH	Decreased-4,032 SH
NVIDIA Corp	Com	$16.2M	3.0%Prev: 2.0%	93,037 SH	Increased+5,974 SH
Oracle Corp	Com	$5.2M	1.0%Prev: 1.0%	35,398 SH	Increased+1,991 SH
Palantir Technologies Inc	Com	$5.5M	1.0%Prev: 0.5%	37,694 SH	Increased+8,058 SH
Palo Alto Networks Inc	Com	$3.4M	0.6%Prev: 0.8%	21,431 SH	Decreased-523 SH
Pepsico Inc	Com	$4.9M	0.9%Prev: 1.1%	31,683 SH	Decreased-4,442 SH
Perspective Therapeutics Inc	Com	$79K	0.0%Prev: 0.0%	19,061 SH	Increased
Pfizer Inc	Com	$2.5M	0.5%Prev: 0.5%	87,785 SH	Increased-7,471 SH
Principal Financial Group	Com	$496K	0.1%Prev: 0.1%	5,507 SH	Decreased-522 SH
Procter & Gamble Co	Com	$5.2M	0.9%Prev: 1.4%	35,691 SH	Decreased-4,302 SH
Prudential Financial	Com	$4.6M	0.8%Prev: 1.1%	46,953 SH	Decreased+895 SH
QUALCOMM Inc	Com	$228K	0.0%Prev: 0.6%	1,768 SH	Decreased-15,558 SH
Royal Bank Canada Montreal	Com	$251K	0.0%	1,553 SH	New
RTX Corporation	Com	$6.8M	1.2%Prev: 1.0%	35,042 SH	Increased-2,027 SH
Salesforce Inc	Com	$3.6M	0.7%Prev: 1.2%	19,332 SH	Decreased-1,326 SH
State St SPDR US Low Volatility Index ETF	Com	$237K	0.0%	1,329 SH	New
State Street Energy Select Sector SPDR ETF	Com	$281K	0.1%	4,584 SH	New
State Street Health Care Select Sec SPDR ETF	Com	$293K	0.1%	2,000 SH	New
State Street SPDR Dow Jones Indl Average	Com	$6.9M	1.3%	14,840 SH	New
State Street SPDR MSCI ACWI ex-US ETF	Com	$635K	0.1%	17,346 SH	New
State Street SPDR Portfolio High Yield ETF	Com	$32.5M	6.0%	1,392,819 SH	New
State Street SPDR Portfolio S&P 500 Value ETF	Com	$402K	0.1%	7,100 SH	New
State Street SPDR S&P 500 ETF Trust	Com	$6.5M	1.2%	9,924 SH	New
State Street SPDR S&P 500 Growth ETF	Com	$2.3M	0.4%	23,808 SH	New
Sysco Corp	Com	$1.3M	0.2%Prev: 0.3%	17,725 SH	Decreased-1,148 SH
The Hershey Company	Com	$250K	0.0%Prev: 0.1%	1,203 SH	Decreased-413 SH
TJX Companies Inc	Com	$2.4M	0.4%Prev: 0.4%	15,136 SH	Increased-1,205 SH
Truist Financial Corp	Com	$3.3M	0.6%Prev: 0.8%	71,793 SH	Decreased-19,623 SH
United Parcel Service	Com	$3.2M	0.6%Prev: 1.3%	32,060 SH	Decreased-24,471 SH
Vanguard Dividend Appreciation ETF	Com	$254K	0.0%Prev: 0.1%	1,179 SH	Increased-60 SH
Vanguard FTSE Dev Mkt ETF	Com	$493K	0.1%Prev: 0.1%	7,693 SH	Increased+182 SH
Vanguard Intermediate-Term Treas Fd ETF	Com	$314K	0.1%Prev: 0.1%	5,271 SH	Increased
Vanguard Real Estate ETF	Com	$281K	0.1%Prev: 0.1%	3,168 SH	Increased+123 SH
Vanguard Small-Cap Value ETF	Com	$456K	0.1%Prev: 0.1%	2,099 SH	Decreased-432 SH
Vanguard Total Stock Market	Com	$1.3M	0.2%Prev: 0.2%	4,145 SH	Increased+99 SH
Vanguard Value Index Fund ETF	Com	$1.7M	0.3%Prev: 0.3%	8,891 SH	Increased
Verizon Communications Inc	Com	$4.5M	0.8%Prev: 0.8%	90,195 SH	Increased+10,217 SH
Visa Inc	Com	$5.2M	1.0%Prev: 1.4%	17,351 SH	Decreased-1,309 SH
Wal-Mart Stores Inc	Com	$2.9M	0.5%Prev: 0.5%	22,964 SH	Increased-3,952 SH
Walt Disney Company	Com	$3.5M	0.7%Prev: 0.5%	36,668 SH	Increased+10,443 SH
Waste Management Inc	Com	$3.1M	0.6%Prev: 0.4%	13,389 SH	Increased+4,241 SH
Wells Fargo & Co	Com	$500K	0.1%	6,282 SH	New
Yum Brands Inc	Com	$4.8M	0.9%Prev: 0.7%	30,618 SH	Increased+9,930 SH

Sold (vs prior filing)

Chemed Corp — $400K
Comcast Corp New Cl A — $1.8M
Community State Bank Capital Stock — $1.4M
ConocoPhillips — $2.3M
Dow Inc — $1.2M
Energy Select Sector SPDR ETF — $237K
EOG Resources Inc — $3.1M
Health Care Select Sector SPDR ETF — $292K
Invesco Preferred ETF — $1.1M
Loymar LTD Stock — $584K
Omnicom Group — $1.6M
PayPal Holdings Inc — $2.1M
SPDR Dow Jones Industrial Average — $6.2M
SPDR MSCI ACWI ex-US ETF — $601K
SPDR Portfolio High Yield Bond ETF — $12.6M
SPDR S&P 500 ETF — $6.3M
SPDR S&P 500 Growth ETF — $2.3M
SPDR S&P 500 Value ETF — $363K
SPDR SSGA US Low Volatility Index ETF — $419K

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