Iowa State Bank - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 6, 2026, for the 2025 Q4 period, Iowa State Bank held in its portfolio 120 assets valued at $533,264,309 (i.e. $533.26M).
The most valuable assets in the portfolio included: iShares Core MSCI EAFE ETF ($28.97M), iShares Core S&P Mid-Cap 400 Index ETF ($25.47M), and Apple Inc ($21.36M).
The chart below shows the top 10 valuable assets, and the table below shows the top 120 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Iowa State Bank - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| iShares Core MSCI EAFE ETF | 323863 | 28972784 | Com |
| iShares Core S&P Mid-Cap 400 Index ETF | 385910 | 25470060 | Com |
| Apple Inc | 78568 | 21359496 | Com |
| JP Morgan Chase & Co | 63767 | 20547003 | Com |
| Alphabet Inc Class A | 63241 | 19794433 | Com |
| Microsoft Corp | 40097 | 19391711 | Com |
| iShares Core S&P Small-Cap 600 ETF | 158652 | 19066797 | Com |
| NVIDIA Corp | 88427 | 16491636 | Com |
| iShares Core MSCI Emerging Mkts ETF | 213425 | 14346429 | Com |
| State Street SPDR Portfolio High Yield ETF | 596768 | 14125498 | Com |
| Abbvie Inc | 50366 | 11508127 | Com |
| Amazon Inc | 48610 | 11220160 | Com |
| Morgan Stanley | 59602 | 10581143 | Com |
| Cisco Systems Inc | 130226 | 10031309 | Com |
| Cardinal Health Inc | 47315 | 9723233 | Com |
| Emerson Electric Co | 64458 | 8554866 | Com |
| Berkshire Hathaway Inc Cl B | 16416 | 8251502 | Com |
| Exxon Mobil Corp | 64163 | 7721375 | Com |
| Meta Platforms Inc | 11555 | 7627340 | Com |
| Johnson & Johnson | 36846 | 7625280 | Com |
| SPDR Dow Jones Industrial Average | 14840 | 7131659 | Com |
| SPDR S&P 500 ETF | 10406 | 7096060 | Com |
| IBM Corp | 22805 | 6755069 | Com |
| RTX Corporation | 35448 | 6501163 | Com |
| Visa Inc | 17848 | 6259472 | Com |
| Oracle Corp | 31697 | 6178062 | Com |
| Eaton Corp PLC | 19311 | 6150747 | Com |
| Eli Lilly & Co | 5656 | 6078390 | Com |
| Chevron Corp | 39675 | 6046867 | Com |
| Broadcom Inc | 16583 | 5739376 | Com |
| Palantir Technologies Inc | 31289 | 5561620 | Com |
| Procter & Gamble Co | 38027 | 5449649 | Com |
| Berkshire Hathaway Inc Cl A | 7 | 5283600 | Com |
| Bank of America Corp | 95090 | 5229950 | Com |
| Caterpillar Inc | 9050 | 5184474 | Com |
| Prudential Financial | 45341 | 5118092 | Com |
| Salesforce Inc | 18191 | 4818978 | Com |
| Duke Energy Corp | 40328 | 4726845 | Com |
| Yum Brands Inc | 30549 | 4621453 | Com |
| Pepsico Inc | 31707 | 4550589 | Com |
| Truist Financial Corp | 87254 | 4293769 | Com |
| Walt Disney Company | 36408 | 4142138 | Com |
| Verizon Communications Inc | 96128 | 3915293 | Com |
| BlackRock, Inc. | 3600 | 3853224 | Com |
| Palo Alto Networks Inc | 20834 | 3837623 | Com |
| MetLife Inc | 46459 | 3667473 | Com |
| Intercontinental Exchange Inc | 22092 | 3578020 | Com |
| United Parcel Service | 32188 | 3192728 | Com |
| Amgen Inc | 9631 | 3152323 | Com |
| Lowes Companies Inc | 12934 | 3119163 | Com |
| McDonalds Corp | 10146 | 3100922 | Com |
| Charles Schwab Corp | 30266 | 3023876 | Com |
| Waste Management Inc | 13335 | 2929833 | Com |
| Gilead Sciences Inc | 22704 | 2786689 | Com |
| Wal-Mart Stores Inc | 24754 | 2757843 | Com |
| State Street SPDR S&P 500 Growth ETF | 25606 | 2732160 | Com |
| Analog Devices Inc | 9846 | 2670235 | Com |
| Honeywell Intl Inc | 13250 | 2584943 | Com |
| American Tower Corp REIT | 14380 | 2524697 | Com |
| Bristol-Myers Squibb Corp | 46798 | 2524284 | Com |
| iShares Core U.S. Agg Bond ETF | 25173 | 2514279 | Com |
| Freeport-McMoran, Inc | 49059 | 2491707 | Com |
| Johnson Ctls Intl Plc | 19989 | 2393683 | Com |
| EOG Resources Inc | 22714 | 2385197 | Com |
| TJX Companies Inc | 15439 | 2371585 | Com |
| Cencora, Inc | 6853 | 2314601 | Com |
| Linde Plc | 5414 | 2308475 | Com |
| Digital Realty Trust Inc | 14382 | 2225039 | Com |
| Pfizer Inc | 89258 | 2222524 | Com |
| iShares Core S&P 500 ETF | 3201 | 2192493 | Com |
| Masco Corp | 34457 | 2186641 | Com |
| AT&T Inc | 84612 | 2101762 | Com |
| Costco Wholesale Corp | 2090 | 1802291 | Com |
| Abbott Laboratories | 13927 | 1744914 | Com |
| Medtronic plc | 18015 | 1730521 | Com |
| Mondelez International Inc | 31854 | 1714701 | Com |
| Vanguard Value Index Fund ETF | 8891 | 1698092 | Com |
| Nike Inc Class B | 26442 | 1684620 | Com |
| CVS Health Corporation | 21223 | 1684257 | Com |
| PayPal Holdings Inc | 28540 | 1666165 | Com |
| Exelon Corp | 32692 | 1425044 | Com |
| Norfolk Southern Corp | 4821 | 1391919 | Com |
| Vanguard Total Stock Market | 4046 | 1356502 | Com |
| Sysco Corp | 17602 | 1297091 | Com |
| Du Pont De Nemours Inc | 25487 | 1024577 | Com |
| ING Groep NV ADR | 31588 | 884464 | Com |
| Dimensional International Value Fund ETF | 15812 | 789019 | Com |
| iShares Russell 2000 Index ETF | 3090 | 760634 | Com |
| Home Depot Inc | 1980 | 681318 | Com |
| SPDR MSCI ACWI ex-US ETF | 17548 | 630324 | Com |
| Invesco QQQ Trust | 1022 | 627825 | Com |
| Wells Fargo & Co | 6282 | 585482 | Com |
| Dimensional National ETF | 11271 | 542924 | Com |
| Vanguard Small-Cap Value ETF | 2531 | 536040 | Com |
| Principal Financial Group | 5730 | 505443 | Com |
| QUALCOMM Inc | 2840 | 485782 | Com |
| Ishares Dow Jones US Health Care Prov Index | 10000 | 479420 | Com |
| Vanguard FTSE Dev Mkt ETF | 7511 | 469212 | Com |
| iShares National Muni Bond ETF | 4126 | 441936 | Com |
| State Street SPDR Portfolio S&P 500 Value ETF | 7100 | 403351 | Com |
| State Street Tech Select Sector SPDR ETF | 2662 | 383248 | Com |
| iShares US ETF Tr Blackrock Short | 6649 | 334578 | Com |
| Vanguard Intermediate-Term Treas Fd ETF | 5271 | 315891 | Com |
| State Street Financial Select Sector SPDR ETF | 5750 | 314928 | Com |
| State Street Health Care Select Sec SPDR ETF | 2000 | 309600 | Com |
| State Street Energy Select Sector SPDR ETF | 6864 | 306889 | Com |
| iShares Russell 1000 ETF | 800 | 298752 | Com |
| Merck & Co Inc | 2820 | 296833 | Com |
| AFLAC Incorporated | 2523 | 278211 | Com |
| Vanguard Real Estate ETF | 3045 | 269452 | Com |
| Deere & Company | 574 | 267237 | Com |
| Royal Bank Canada Montreal | 1553 | 264771 | Com |
| State St SPDR US Low Volatility Index ETF | 1491 | 261775 | Com |
| Vanguard Dividend Appreciation ETF | 1179 | 259121 | Com |
| The Hershey Company | 1278 | 232570 | Com |
| Invesco RAFI US 1000 ETF | 4750 | 222870 | Com |
| Consumer Staples Select Sector SPDR ETF | 2780 | 215950 | Com |
| iShares Russell Top 200 ETF | 1222 | 208510 | Com |
| BlackRock Enhanced Equity Dividend Trust | 14696 | 139318 | Com |
| Perspective Therapeutics Inc | 19061 | 52418 | Com |
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