Institutional Manager · CIK 0001546967
Iowa State Bank
URBANDALE, IA · File #028-14934
Latest AUM
$533.3M
Positions
126
Top-10 Concentration
45.0%
Filings
12
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 2025126 pos · $533.3M
- 13F HOLDINGS REPORTQ/E Sep 2025126 pos · $525.3M
- 13F HOLDINGS REPORTQ/E Jun 2025125 pos · $502.1M
- 13F HOLDINGS REPORTQ/E Mar 2025120 pos · $471.0M
- 13F HOLDINGS REPORTQ/E Dec 2024108 pos · $480.6M
- 13F HOLDINGS REPORTQ/E Sep 2024112 pos · $486.4M
- 13F HOLDINGS REPORTQ/E Jun 2024106 pos · $452.5M
- 13F HOLDINGS REPORTQ/E Mar 2024131 pos · $451.9M
- 13F HOLDINGS REPORTQ/E Dec 2023136 pos · $385.4M
- 13F HOLDINGS REPORTQ/E Sep 2023140 pos · $398.4M
- 13F HOLDINGS REPORTQ/E Jun 2023143 pos · $399.0M
- 13F HOLDINGS REPORTQ/E Mar 2023112 pos · $398,118
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | iShares Core MSCI EAFE ETF | 46432F842 | 323,863 | $29.0M | 6.53% |
| 2 | iShares Core S&P Mid-Cap 400 Index ETF | 464287507 | 385,910 | $25.5M | 5.74% |
| 3 | Apple Inc | AAPL | 78,568 | $21.4M | 4.82% |
| 4 | JP Morgan Chase & Co | VYLD | 63,767 | $20.5M | 4.63% |
| 5 | Alphabet Inc Class A | GOOG | 63,241 | $19.8M | 4.46% |
| 6 | Microsoft Corp | MSFT | 40,097 | $19.4M | 4.37% |
| 7 | iShares Core S&P Small-Cap 600 ETF | 464287804 | 158,652 | $19.1M | 4.30% |
| 8 | NVIDIA Corp | NVDA | 88,427 | $16.5M | 3.72% |
| 9 | iShares Core MSCI Emerging Mkts ETF | 46434G103 | 213,425 | $14.3M | 3.23% |
| 10 | State Street SPDR Portfolio High Yield ETF | 78468R606 | 596,702 | $14.1M | 3.18% |
| 11 | Abbvie Inc | ABBV | 50,366 | $11.5M | 2.59% |
| 12 | Amazon Inc | AMZN | 48,610 | $11.2M | 2.53% |
| 13 | Morgan Stanley | MS-PQ | 59,602 | $10.6M | 2.39% |
| 14 | Cisco Systems Inc | CSCO | 130,226 | $10.0M | 2.26% |
| 15 | Cardinal Health Inc | CAH | 47,315 | $9.7M | 2.19% |
| 16 | Emerson Electric Co | EMR | 64,458 | $8.6M | 1.93% |
| 17 | Berkshire Hathaway Inc Cl B | BRK-A | 16,416 | $8.3M | 1.86% |
| 18 | Exxon Mobil Corp | XOM | 64,163 | $7.7M | 1.74% |
| 19 | Meta Platforms Inc | META | 11,555 | $7.6M | 1.72% |
| 20 | Johnson & Johnson | JNJ | 36,846 | $7.6M | 1.72% |