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: $591.7M116 positionsView on SEC.gov

			% of Portfolio
Abbott Laboratories	Com	$1.8M	0.3%Prev: 0.4%	18,491 SH	Decreased+3,749 SH
Abbvie Inc	Com	$11.5M	1.9%Prev: 2.2%	44,079 SH	Decreased-6,588 SH
AFLAC Incorporated	Com	$282K	0.0%Prev: 0.1%	2,523 SH	Increased
Air Products & Chemicals Inc	Com	$1.1M	0.2%	4,000 SH	New
Alphabet Inc Class A	Com	$18.1M	3.1%Prev: 2.6%	52,673 SH	Increased-4,169 SH
Amazon Inc	Com	$11.3M	1.9%Prev: 2.0%	45,250 SH	Increased-2,682 SH
Amgen Inc	Com	$4.0M	0.7%Prev: 0.5%	9,548 SH	Increased-305 SH
Analog Devices Inc	Com	$4.0M	0.7%Prev: 0.5%	10,041 SH	Increased+342 SH
Apple Inc	Com	$28.5M	4.8%Prev: 3.8%	85,537 SH	Increased+7,026 SH
Bank of America Corp	Com	$4.8M	0.8%Prev: 1.0%	87,389 SH	Decreased-10,267 SH
Berkshire Hathaway Inc Cl A	Com	$5.2M	0.9%Prev: 1.0%	7 SH	Decreased
Berkshire Hathaway Inc Cl B	Com	$7.4M	1.3%Prev: 1.6%	14,961 SH	Decreased-1,545 SH
BlackRock Enhanced Equity Dividend Trust	Com	$138K	0.0%Prev: 0.0%	14,696 SH	Increased
BlackRock, Inc.	Com	$3.7M	0.6%Prev: 0.8%	3,473 SH	Decreased-210 SH
Bristol-Myers Squibb Corp	Com	$1.8M	0.3%Prev: 0.4%	28,488 SH	Decreased-20,394 SH
Broadcom Inc	Com	$6.3M	1.1%Prev: 1.0%	17,884 SH	Increased+1,310 SH
Cardinal Health Inc	Com	$8.4M	1.4%Prev: 1.4%	37,726 SH	Increased-9,647 SH
Caseys General Stores Inc	Com	$2.3M	0.4%	3,710 SH	New
Caterpillar Inc	Com	$5.6M	1.0%Prev: 0.8%	6,967 SH	Increased-2,256 SH
Cencora, Inc	Com	$2.0M	0.3%Prev: 0.4%	6,692 SH	Decreased-69 SH
Charles Schwab Corp	Com	$3.0M	0.5%Prev: 0.5%	30,610 SH	Increased+704 SH
Chevron Corp	Com	$8.8M	1.5%Prev: 1.2%	43,337 SH	Increased+2,310 SH
Cisco Systems Inc	Com	$13.2M	2.2%Prev: 1.7%	122,898 SH	Increased-9,173 SH
Coca Cola Co	Com	$3.9M	0.7%	45,820 SH	New
Costco Wholesale Corp	Com	$2.0M	0.3%Prev: 0.4%	2,235 SH	Increased+148 SH
CVS Health Corporation	Com	$1.7M	0.3%Prev: 0.3%	20,013 SH	Increased-1,621 SH
Darden Restaurants Inc	Com	$1.4M	0.2%	7,413 SH	New
Digital Realty Trust Inc	Com	$2.5M	0.4%Prev: 0.5%	14,401 SH	Decreased-255 SH
Dimensional International Value Fund ETF	Com	$858K	0.1%Prev: 0.1%	15,357 SH	Increased-455 SH
Dimensional National ETF	Com	$519K	0.1%Prev: 0.1%	11,271 SH	Decreased
Duke Energy Corp	Com	$4.3M	0.7%Prev: 1.0%	38,090 SH	Decreased-2,934 SH
DuPont De Nemours Inc	Com	$3.3M	0.5%	25,043 SH	New
Eaton Corp PLC	Com	$8.1M	1.4%Prev: 1.4%	18,920 SH	Increased-419 SH
Eli Lilly & Co	Com	$5.8M	1.0%Prev: 0.8%	4,995 SH	Increased-591 SH
Emerson Electric Co	Com	$9.6M	1.6%Prev: 1.6%	61,866 SH	Increased-2,731 SH
Exelon Corp	Com	$1.3M	0.2%Prev: 0.3%	31,228 SH	Decreased-2,036 SH
Freeport-McMoran, Inc	Com	$3.5M	0.6%Prev: 0.4%	50,144 SH	Increased+1,298 SH
Gilead Sciences Inc	Com	$2.7M	0.5%Prev: 0.5%	18,392 SH	Increased-4,824 SH
Home Depot Inc	Com	$514K	0.1%Prev: 0.2%	1,808 SH	Decreased-350 SH
Honeywell Aerospace Inc	Com	$2.9M	0.5%	18,391 SH	New
IBM Corp	Com	$5.0M	0.8%Prev: 1.3%	22,535 SH	Decreased-956 SH
ING Groep NV ADR	Com	$1.1M	0.2%Prev: 0.2%	31,507 SH	Increased-81 SH
Intel Corp	Com	$213K	0.0%	1,770 SH	New
Intercontinental Exchange Inc	Com	$3.1M	0.5%Prev: 0.7%	20,533 SH	Decreased-1,519 SH
Invesco QQQ Trust	Com	$745K	0.1%Prev: 0.1%	1,007 SH	Increased+115 SH
Invesco RAFI US 1000 ETF	Com	$259K	0.0%Prev: 0.0%	4,750 SH	Increased
iShares Core MSCI EAFE ETF	Com	$35.4M	6.0%Prev: 5.4%	365,493 SH	Increased+43,519 SH
iShares Core MSCI Emerging Mkts ETF	Com	$23.2M	3.9%Prev: 2.7%	285,500 SH	Increased+69,546 SH
iShares Core S&P 500 ETF	Com	$2.5M	0.4%Prev: 0.4%	3,273 SH	Increased+72 SH
iShares Core S&P Mid Cap 400 Index ETF	Com	$28.2M	4.8%	392,508 SH	New
iShares Core S&P Small Cap 600 ETF	Com	$14.0M	2.4%	102,602 SH	New
iShares Core U.S. Agg Bond ETF	Com	$1.6M	0.3%Prev: 0.4%	17,304 SH	Decreased-4,431 SH
iShares Dow Jones US Health Care Prov Index	Com	$549K	0.1%Prev: 0.1%	10,000 SH	Increased
iShares National Muni Bond ETF	Com	$428K	0.1%Prev: 0.1%	4,235 SH	Decreased+109 SH
iShares Russell 1000 ETF	Com	$333K	0.1%Prev: 0.1%	800 SH	Increased
iShares Russell 2000 Index ETF	Com	$8.8M	1.5%Prev: 0.1%	31,507 SH	Increased+28,417 SH
iShares Russell Top 200 ETF	Com	$232K	0.0%Prev: 0.0%	1,222 SH	Increased
iShares US ETF Tr Blackrock Short	Com	$280K	0.0%Prev: 0.1%	5,649 SH	Decreased-1,000 SH
Johnson & Johnson	Com	$8.3M	1.4%Prev: 1.3%	31,226 SH	Increased-6,102 SH
Johnson Ctls Intl Plc	Com	$3.0M	0.5%Prev: 0.4%	20,040 SH	Increased+296 SH
JP Morgan Chase & Co	Com	$19.4M	3.3%Prev: 3.9%	58,592 SH	Decreased-5,919 SH
Linde Plc	Com	$2.5M	0.4%Prev: 0.5%	5,289 SH	Decreased-237 SH
Lowes Companies Inc	Com	$2.1M	0.4%Prev: 0.6%	11,613 SH	Decreased-1,585 SH
Masco Corp	Com	$211K	0.0%Prev: 0.5%	3,135 SH	Decreased-33,565 SH
McDonalds Corp	Com	$2.3M	0.4%Prev: 0.6%	9,844 SH	Decreased-483 SH
Medtronic plc	Com	$1.1M	0.2%Prev: 0.3%	13,128 SH	Decreased-5,307 SH
Meta Platforms Inc	Com	$9.0M	1.5%Prev: 1.6%	12,361 SH	Increased+874 SH
MetLife Inc	Com	$3.3M	0.6%Prev: 0.8%	34,986 SH	Decreased-12,951 SH
Micron Tech	Com	$6.4M	1.1%	6,047 SH	New
Microsoft Corp	Com	$22.3M	3.8%Prev: 4.0%	43,399 SH	Increased+2,989 SH
Mondelez International Inc	Com	$1.7M	0.3%Prev: 0.4%	29,344 SH	Decreased-4,330 SH
Morgan Stanley	Com	$10.0M	1.7%Prev: 1.8%	53,406 SH	Increased-6,719 SH
Netflix, Inc	Com	$1.8M	0.3%	25,302 SH	New
Nike Inc Class B	Com	$1.3M	0.2%Prev: 0.4%	36,229 SH	Decreased+7,210 SH
NVIDIA Corp	Com	$21.5M	3.6%Prev: 3.1%	93,960 SH	Increased+8,064 SH
Oracle Corp	Com	$4.9M	0.8%Prev: 1.7%	35,791 SH	Decreased+4,251 SH
Palantir Technologies Inc	Com	$7.1M	1.2%Prev: 1.1%	37,768 SH	Increased+7,530 SH
Palo Alto Networks Inc	Com	$8.4M	1.4%Prev: 0.8%	21,236 SH	Increased+729 SH
Parker-Hannifin Corp	Com	$1.3M	0.2%	1,335 SH	New
Pepsico Inc	Com	$2.3M	0.4%Prev: 0.9%	18,242 SH	Decreased-14,593 SH
Perspective Therapeutics Inc	Com	$52K	0.0%Prev: 0.0%	19,061 SH	Decreased
Pfizer Inc	Com	$2.4M	0.4%Prev: 0.5%	85,307 SH	Increased-7,945 SH
Principal Financial Group	Com	$760K	0.1%Prev: 0.1%	6,790 SH	Increased+1,060 SH
Procter & Gamble Co	Com	$3.3M	0.6%Prev: 1.1%	22,860 SH	Decreased-16,408 SH
Prudential Financial	Com	$4.5M	0.8%Prev: 0.9%	39,506 SH	Decreased-6,621 SH
QUALCOMM Inc	Com	$301K	0.1%Prev: 0.1%	1,635 SH	Decreased-1,273 SH
Royal Bank Canada Montreal	Com	$305K	0.1%Prev: 0.0%	1,553 SH	Increased
RTX Corporation	Com	$6.2M	1.0%Prev: 1.1%	33,433 SH	Increased-2,237 SH
Salesforce Inc	Com	$4.5M	0.8%Prev: 0.9%	19,538 SH	Decreased+92 SH
Space Exploration Technologies Corp Cl A	Com	$2.1M	0.4%	14,013 SH	New
SPDR Gold Shares	Com	$200K	0.0%	526 SH	New
Starbucks Corporation	Com	$3.2M	0.5%	34,080 SH	New
State Street Energy Select Sector SPDR ETF	Com	$282K	0.0%	4,584 SH	New
State Street Health Care Select Sec SPDR ETF	Com	$337K	0.1%	2,000 SH	New
State Street SPDR Dow Jones Indl Average	Com	$7.5M	1.3%	14,840 SH	New
State Street SPDR MSCI ACWI ex-US ETF	Com	$692K	0.1%	17,126 SH	New
State Street SPDR Portfolio High Yield ETF	Com	$34.7M	5.9%	1,535,008 SH	New
State Street SPDR Portfolio S&P 500 Value ETF	Com	$427K	0.1%	6,990 SH	New
State Street SPDR S&P 500 ETF Trust	Com	$7.3M	1.2%	9,569 SH	New
State Street SPDR S&P 500 Growth ETF	Com	$2.9M	0.5%	23,854 SH	New
Sysco Corp	Com	$1.4M	0.2%Prev: 0.3%	17,772 SH	Decreased-583 SH
Texas Instruments Inc	Com	$1.7M	0.3%	6,082 SH	New
TJX Companies Inc	Com	$2.1M	0.3%Prev: 0.4%	15,500 SH	Decreased+218 SH
Truist Financial Corp	Com	$2.9M	0.5%Prev: 0.8%	63,276 SH	Decreased-26,775 SH
United Parcel Service	Com	$3.0M	0.5%Prev: 0.5%	31,944 SH	Increased-434 SH
Vanguard Dividend Appreciation ETF	Com	$275K	0.0%Prev: 0.1%	1,179 SH	Increased-60 SH
Vanguard FTSE Dev Mkt ETF	Com	$543K	0.1%Prev: 0.1%	7,693 SH	Increased+182 SH
Vanguard Intermediate-Term Treas Fd ETF	Com	$299K	0.1%Prev: 0.1%	5,271 SH	Decreased
Vanguard Morningstar Small Cap Value ETF	Com	$485K	0.1%	2,099 SH	New
Vanguard Morningstar Total Stock Market	Com	$1.5M	0.3%	4,115 SH	New
Vanguard Morningstar Value Index Fund ETF	Com	$1.9M	0.3%	8,891 SH	New
Verizon Communications Inc	Com	$3.1M	0.5%Prev: 0.8%	68,030 SH	Decreased-31,390 SH
Visa Inc	Com	$5.9M	1.0%Prev: 1.2%	16,439 SH	Decreased-1,659 SH
Wal-Mart Stores Inc	Com	$2.7M	0.5%Prev: 0.5%	25,745 SH	Increased+825 SH
Walt Disney Company	Com	$3.6M	0.6%Prev: 0.8%	34,532 SH	Decreased-1,706 SH
Yum Brands Inc	Com	$3.9M	0.7%Prev: 0.9%	28,262 SH	Decreased-2,412 SH

Sold (vs prior filing)

American Tower Corp REIT — $3.0M
AT&T Inc — $2.5M
Bath & Body Works Inc — $1.2M
Comcast Corp New Cl A — $1.5M
Deere & Company — $275K
Du Pont De Nemours Inc — $2.0M
Energy Select Sector SPDR ETF — $227K
EOG Resources Inc — $2.7M
Exxon Mobil Corp — $7.3M
Health Care Select Sector SPDR ETF — $278K
Honeywell Intl Inc — $2.8M
iShares Core S&P Mid-Cap 400 Index ETF — $25.0M
iShares Core S&P Small-Cap 600 ETF — $19.2M
Merck & Co Inc — $286K
Norfolk Southern Corp — $1.5M
PayPal Holdings Inc — $2.1M
Raymond James Financial Inc — $205K
SPDR Dow Jones Industrial Average — $6.9M
SPDR MSCI ACWI ex-US ETF — $617K
SPDR Portfolio High Yield Bond ETF — $13.8M
… and 11 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