Iowa State Bank

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

Import this data to Google Sheets with:

=jivedata("iowa-state-bank-0001546967-filer","13f")

Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".

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: $598.4M118 positionsView on SEC.gov

			% of Portfolio
Abbott Laboratories	Com	$1.5M	0.3%Prev: 0.4%	16,682 SH	Decreased+2,025 SH
Abbvie Inc	Com	$11.4M	1.9%Prev: 1.9%	45,266 SH	Increased-6,564 SH
AFLAC Incorporated	Com	$296K	0.0%Prev: 0.1%	2,523 SH	Increased
Alphabet Inc Class A	Com	$21.5M	3.6%Prev: 1.7%	60,152 SH	Increased+12,821 SH
Amazon Inc	Com	$11.2M	1.9%Prev: 2.1%	47,026 SH	Increased-1,513 SH
American Tower Corp REIT	Com	$2.6M	0.4%Prev: 0.7%	16,121 SH	Decreased+373 SH
Amgen Inc	Com	$3.5M	0.6%Prev: 0.5%	9,653 SH	Increased-202 SH
Analog Devices Inc	Com	$3.9M	0.7%Prev: 0.4%	9,856 SH	Increased+588 SH
Apple Inc	Com	$21.6M	3.6%Prev: 3.3%	74,734 SH	Increased-5,512 SH
AT&T Inc	Com	$1.8M	0.3%	88,122 SH	New
Bank of America Corp	Com	$5.3M	0.9%Prev: 0.9%	93,739 SH	Increased-3,329 SH
Berkshire Hathaway Inc Cl A	Com	$5.2M	0.9%Prev: 1.0%	7 SH	Increased
Berkshire Hathaway Inc Cl B	Com	$7.7M	1.3%Prev: 1.6%	15,361 SH	Decreased-1,254 SH
BlackRock Enhanced Equity Dividend Trust	Com	$141K	0.0%Prev: 0.0%	14,696 SH	Decreased-2,250 SH
BlackRock, Inc.	Com	$3.4M	0.6%Prev: 0.8%	3,542 SH	Decreased-158 SH
Bristol-Myers Squibb Corp	Com	$1.7M	0.3%Prev: 0.5%	29,634 SH	Decreased-19,570 SH
Broadcom Inc	Com	$6.7M	1.1%Prev: 1.0%	17,733 SH	Increased-539 SH
Cardinal Health Inc	Com	$9.1M	1.5%Prev: 1.7%	38,121 SH	Increased-12,087 SH
Caseys General Stores Inc	Com	$1.7M	0.3%	2,155 SH	New
Caterpillar Inc	Com	$9.5M	1.6%Prev: 0.7%	8,957 SH	Increased-499 SH
Cencora, Inc	Com	$1.9M	0.3%Prev: 0.4%	6,730 SH	Decreased-28 SH
Charles Schwab Corp	Com	$2.8M	0.5%Prev: 0.6%	30,099 SH	Increased-316 SH
Chevron Corp	Com	$7.0M	1.2%Prev: 1.2%	42,322 SH	Increased-418 SH
Cisco Systems Inc	Com	$14.6M	2.4%Prev: 1.8%	124,358 SH	Increased-9,115 SH
Coca Cola Co	Com	$3.7M	0.6%	44,952 SH	New
Consolidated Edison Inc	Com	$208K	0.0%	1,880 SH	New
Costco Wholesale Corp	Com	$2.0M	0.3%Prev: 0.4%	2,111 SH	Decreased-87 SH
CVS Health Corporation	Com	$2.1M	0.4%Prev: 0.3%	20,718 SH	Increased-78 SH
Digital Realty Trust Inc	Com	$2.6M	0.4%Prev: 0.5%	14,558 SH	Increased-142 SH
Dimensional International Value Fund ETF	Com	$854K	0.1%Prev: 0.1%	15,812 SH	Increased
Dimensional National ETF	Com	$545K	0.1%Prev: 0.1%	11,271 SH	Increased
Duke Energy Corp	Com	$5.4M	0.9%Prev: 0.5%	42,501 SH	Increased+20,479 SH
DuPont De Nemours Inc	Com	$3.1M	0.5%	23,019 SH	New
Eaton Corp PLC	Com	$8.3M	1.4%Prev: 1.5%	19,382 SH	Increased-1,600 SH
Eli Lilly & Co	Com	$6.1M	1.0%Prev: 0.9%	5,120 SH	Increased-467 SH
Emerson Electric Co	Com	$9.1M	1.5%Prev: 1.8%	63,403 SH	Decreased-5,494 SH
Exelon Corp	Com	$1.5M	0.3%Prev: 0.3%	32,847 SH	Increased-475 SH
Exxon Mobil Corp	Com	$9.6M	1.6%Prev: 1.2%	70,079 SH	Increased+15,320 SH
Freeport-McMoran, Inc	Com	$2.1M	0.3%Prev: 0.5%	33,276 SH	Decreased-29,892 SH
Gilead Sciences Inc	Com	$2.4M	0.4%Prev: 0.5%	18,782 SH	Decreased-5,698 SH
Home Depot Inc	Com	$638K	0.1%Prev: 0.2%	1,808 SH	Decreased-350 SH
Honeywell Intl Inc	Com	$3.0M	0.5%Prev: 0.6%	13,516 SH	Decreased+144 SH
IBM Corp	Com	$7.1M	1.2%Prev: 1.4%	25,180 SH	Increased+1,268 SH
ING Groep NV ADR	Com	$989K	0.2%Prev: 0.1%	31,507 SH	Increased-141 SH
Intel Corp	Com	$247K	0.0%	1,770 SH	New
Intercontinental Exchange Inc	Com	$2.7M	0.4%Prev: 0.9%	21,783 SH	Decreased-3,311 SH
Invesco QQQ Trust	Com	$742K	0.1%Prev: 0.1%	1,007 SH	Increased+115 SH
Invesco RAFI US 1000 ETF	Com	$257K	0.0%Prev: 0.0%	4,750 SH	Increased
iShares Core MSCI EAFE ETF	Com	$34.1M	5.7%Prev: 4.6%	352,924 SH	Increased+76,227 SH
iShares Core MSCI Emerging Mkts ETF	Com	$23.4M	3.9%Prev: 2.6%	281,878 SH	Increased+61,846 SH
iShares Core S&P 500 ETF	Com	$2.5M	0.4%Prev: 0.4%	3,273 SH	Increased+41 SH
iShares Core S&P Mid Cap 400 Index ETF	Com	$29.6M	4.9%	383,982 SH	New
iShares Core S&P Small Cap 600 ETF	Com	$15.2M	2.5%	102,368 SH	New
iShares Core U.S. Agg Bond ETF	Com	$1.7M	0.3%Prev: 0.5%	17,358 SH	Decreased-7,147 SH
iShares Dow Jones US Health Care Prov Index	Com	$553K	0.1%Prev: 0.1%	10,000 SH	Increased
iShares National Muni Bond ETF	Com	$456K	0.1%Prev: 0.1%	4,235 SH	Increased+109 SH
iShares Russell 1000 ETF	Com	$328K	0.1%Prev: 0.1%	800 SH	Increased
iShares Russell 2000 Index ETF	Com	$9.2M	1.5%Prev: 0.1%	30,636 SH	Increased+27,546 SH
iShares Russell Top 200 ETF	Com	$226K	0.0%	1,222 SH	New
iShares US ETF Tr Blackrock Short	Com	$335K	0.1%Prev: 0.1%	6,649 SH	Increased
Johnson & Johnson	Com	$8.5M	1.4%Prev: 1.4%	33,394 SH	Increased-11,406 SH
Johnson Ctls Intl Plc	Com	$2.9M	0.5%Prev: 0.4%	19,914 SH	Increased+305 SH
JP Morgan Chase & Co	Com	$20.1M	3.4%Prev: 3.9%	61,472 SH	Increased-5,785 SH
Linde Plc	Com	$2.8M	0.5%Prev: 0.5%	5,328 SH	Increased-55 SH
Lowes Companies Inc	Com	$2.7M	0.5%Prev: 0.6%	12,378 SH	Decreased-1,017 SH
Masco Corp	Com	$2.8M	0.5%Prev: 0.5%	34,236 SH	Increased-6,928 SH
McDonalds Corp	Com	$2.7M	0.5%Prev: 0.6%	10,054 SH	Decreased-326 SH
Medtronic plc	Com	$1.1M	0.2%Prev: 0.3%	13,857 SH	Decreased-4,325 SH
Meta Platforms Inc	Com	$8.2M	1.4%Prev: 2.1%	14,496 SH	Decreased+158 SH
MetLife Inc	Com	$3.0M	0.5%Prev: 0.8%	35,718 SH	Decreased-12,072 SH
Micron Tech	Com	$6.8M	1.1%	5,883 SH	New
Microsoft Corp	Com	$15.0M	2.5%Prev: 4.0%	40,177 SH	Decreased-638 SH
Mondelez International Inc	Com	$1.8M	0.3%Prev: 0.5%	30,307 SH	Decreased-4,304 SH
Morgan Stanley	Com	$11.1M	1.9%Prev: 1.8%	53,036 SH	Increased-10,004 SH
Netflix, Inc	Com	$1.7M	0.3%	24,506 SH	New
Nike Inc Class B	Com	$2.0M	0.3%Prev: 0.4%	47,644 SH	Decreased+15,920 SH
NVIDIA Corp	Com	$18.7M	3.1%Prev: 2.8%	93,444 SH	Increased+5,688 SH
Oracle Corp	Com	$5.2M	0.9%Prev: 1.5%	35,298 SH	Decreased+1,841 SH
Palantir Technologies Inc	Com	$4.4M	0.7%Prev: 0.8%	37,593 SH	Increased+7,872 SH
Palo Alto Networks Inc	Com	$7.3M	1.2%Prev: 0.9%	21,272 SH	Increased-753 SH
Pepsico Inc	Com	$4.3M	0.7%Prev: 0.9%	31,827 SH	Decreased-3,794 SH
Perspective Therapeutics Inc	Com	$65K	0.0%Prev: 0.0%	19,061 SH	Decreased
Pfizer Inc	Com	$2.1M	0.4%Prev: 0.5%	87,501 SH	Decreased-6,153 SH
Principal Financial Group	Com	$590K	0.1%Prev: 0.1%	5,477 SH	Increased-291 SH
Procter & Gamble Co	Com	$3.5M	0.6%Prev: 1.3%	23,837 SH	Decreased-16,027 SH
Prudential Financial	Com	$4.5M	0.7%Prev: 1.0%	41,346 SH	Decreased-4,300 SH
QUALCOMM Inc	Com	$315K	0.1%Prev: 0.1%	1,703 SH	Decreased-1,645 SH
Royal Bank Canada Montreal	Com	$321K	0.1%Prev: 0.0%	1,553 SH	Increased
RTX Corporation	Com	$6.7M	1.1%Prev: 1.1%	35,207 SH	Increased-1,819 SH
Salesforce Inc	Com	$3.0M	0.5%Prev: 1.1%	19,085 SH	Decreased-1,601 SH
State Street Energy Select Sector SPDR ETF	Com	$243K	0.0%	4,584 SH	New
State Street Health Care Select Sec SPDR ETF	Com	$317K	0.1%	2,000 SH	New
State Street SPDR Dow Jones Indl Average	Com	$7.8M	1.3%	14,840 SH	New
State Street SPDR MSCI ACWI ex-US ETF	Com	$705K	0.1%	17,346 SH	New
State Street SPDR Portfolio High Yield ETF	Com	$33.6M	5.6%	1,435,573 SH	New
State Street SPDR Portfolio S&P 500 Value ETF	Com	$432K	0.1%	7,100 SH	New
State Street SPDR S&P 500 ETF Trust	Com	$7.3M	1.2%	9,819 SH	New
State Street SPDR S&P 500 Growth ETF	Com	$2.8M	0.5%	23,878 SH	New
Sysco Corp	Com	$1.5M	0.3%Prev: 0.3%	18,125 SH	Increased-306 SH
Texas Instruments Inc	Com	$1.9M	0.3%	6,303 SH	New
The Hershey Company	Com	$211K	0.0%Prev: 0.1%	1,203 SH	Decreased-368 SH
TJX Companies Inc	Com	$2.2M	0.4%Prev: 0.4%	14,851 SH	Increased-1,620 SH
Truist Financial Corp	Com	$3.5M	0.6%Prev: 0.8%	70,434 SH	Decreased-19,139 SH
Union Pacific Corp	Com	$206K	0.0%	756 SH	New
United Parcel Service	Com	$3.4M	0.6%Prev: 1.0%	32,060 SH	Decreased-16,606 SH
Vanguard Dividend Appreciation ETF	Com	$279K	0.0%Prev: 0.1%	1,179 SH	Increased-60 SH
Vanguard FTSE Dev Mkt ETF	Com	$548K	0.1%Prev: 0.1%	7,693 SH	Increased+182 SH
Vanguard Intermediate-Term Treas Fd ETF	Com	$311K	0.1%Prev: 0.1%	5,271 SH	Decreased
Vanguard Real Estate ETF	Com	$305K	0.1%Prev: 0.1%	3,168 SH	Increased+123 SH
Vanguard Small Cap Value ETF	Com	$510K	0.1%	2,099 SH	New
Vanguard Total Stock Market	Com	$1.5M	0.3%Prev: 0.2%	4,145 SH	Increased+99 SH
Vanguard Value Index Fund ETF	Com	$1.9M	0.3%Prev: 0.3%	8,891 SH	Increased
Verizon Communications Inc	Com	$4.0M	0.7%Prev: 0.7%	93,374 SH	Increased+13,216 SH
Visa Inc	Com	$5.8M	1.0%Prev: 1.3%	16,996 SH	Decreased-1,747 SH
Wal-Mart Stores Inc	Com	$2.6M	0.4%Prev: 0.5%	22,898 SH	Decreased-4,038 SH
Walt Disney Company	Com	$3.5M	0.6%Prev: 0.7%	36,808 SH	Increased+10,317 SH
Waste Management Inc	Com	$3.0M	0.5%Prev: 0.6%	13,494 SH	Decreased+184 SH
Yum Brands Inc	Com	$4.9M	0.8%Prev: 0.6%	30,489 SH	Increased+9,276 SH

Sold (vs prior filing)

Boeing Co — $204K
Chemed Corp — $317K
Comcast Corp New Cl A — $1.7M
Community State Bank Capital Stock — $1.4M
ConocoPhillips — $2.0M
Deere & Company — $307K
Dow Inc — $938K
Du Pont De Nemours Inc — $1.8M
Energy Select Sector SPDR ETF — $215K
EOG Resources Inc — $2.9M
Health Care Select Sector SPDR ETF — $270K
Invesco Preferred ETF — $724K
iShares Core S&P Mid-Cap 400 Index ETF — $23.2M
iShares Core S&P Small-Cap 600 ETF — $19.7M
Merck & Co Inc — $2.2M
Norfolk Southern Corp — $1.2M
Omnicom Group — $1.3M
PayPal Holdings Inc — $2.4M
SPDR Dow Jones Industrial Average — $6.5M
SPDR MSCI ACWI ex-US ETF — $588K
… and 6 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