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Iowa State Bank Portfolio
$591.7M across 116 positions as of 2026-09-30, with 41% of it in the ten largest. 4 quarters on file.
How the reported portfolio did
Each 13F's long stock positions, held to the next quarter's end, against the S&P 500. Yearly rates, on closes without dividends.
1 year
+11.3%
-3.2% a year vs the S&P 500
3 years
+15.5%
-5.8% a year vs the S&P 500
5 years
+8.2%
-4.0% a year vs the S&P 500
Quarters ahead
7 of 21
| Quarter | Portfolio | S&P 500 |
|---|---|---|
| Jun 30, 2026 to Sep 30, 2026 | +1.3% | +2.1% |
| Mar 31, 2026 to Jun 30, 2026 | +10.4% | +14.8% |
| Dec 31, 2025 to Mar 31, 2026 | -2.8% | -4.6% |
| Sep 30, 2025 to Dec 31, 2025 | +2.5% | +2.4% |
| Jun 30, 2025 to Sep 30, 2025 | +6.3% | +7.8% |
| Mar 31, 2025 to Jun 30, 2025 | +7.5% | +10.5% |
| Dec 31, 2024 to Mar 31, 2025 | -1.1% | -4.6% |
| Sep 30, 2024 to Dec 31, 2024 | -0.4% | +2.1% |
Largest first
Share is of this manager's reported book. A holding with no symbol is one this site does not track as a company; the filing's own name for it is shown instead.
| Holding | Value | Share | Shares |
|---|---|---|---|
| IEFAiShares Core MSCI EAFE ETF | $35.4M | 6.0% | 365,493 |
| SPHYState Street SPDR Portfolio High Yield Bond ETF | $34.7M | 5.9% | 1,535,008 |
| AAPLApple Inc | $28.5M | 4.8% | 85,537 |
| IJHiShares Core S&P Mid-Cap ETF | $28.2M | 4.8% | 392,508 |
| IEMGiShares Core MSCI Emerging Markets ETF | $23.2M | 3.9% | 285,500 |
| MSFTMicrosoft Corp | $22.3M | 3.8% | 43,399 |
| NVDANVIDIA Corp | $21.5M | 3.6% | 93,960 |
| JPMJPMorgan Chase & Co | $19.4M | 3.3% | 58,592 |
| GOOGLAlphabet Inc | $18.1M | 3.1% | 52,673 |
| IJRiShares Core S&P Small-Cap ETF | $14M | 2.4% | 102,602 |
| CSCOCisco Systems Inc | $13.2M | 2.2% | 122,898 |
| ABBVAbbVie Inc | $11.5M | 1.9% | 44,079 |
| AMZNAmazon.com Inc | $11.3M | 1.9% | 45,250 |
| MSMorgan Stanley | $10M | 1.7% | 53,406 |
| EMREmerson Electric Co | $9.6M | 1.6% | 61,866 |
| METAMeta Platforms Inc | $9M | 1.5% | 12,361 |
| CVXChevron Corp | $8.8M | 1.5% | 43,337 |
| IWMiShares Russell 2000 Index Fund | $8.8M | 1.5% | 31,507 |
| PANWPalo Alto Networks Inc | $8.4M | 1.4% | 21,236 |
| CAHCardinal Health Inc | $8.4M | 1.4% | 37,726 |
| JNJJohnson & Johnson | $8.3M | 1.4% | 31,226 |
| Eaton Corp PLC | $8.1M | 1.4% | 18,920 |
| DIAState Street SPDR Dow Jones Industrial Average ETF Trust | $7.5M | 1.3% | 14,840 |
| BRK.BBerkshire Hathaway Inc | $7.4M | 1.3% | 14,961 |
| SPYState Street SPDR S&P 500 ETF Trust | $7.3M | 1.2% | 9,569 |
| PLTRPalantir Technologies Inc | $7.1M | 1.2% | 37,768 |
| MUMicron Technology Inc | $6.4M | 1.1% | 6,047 |
| AVGOBroadcom Inc | $6.3M | 1.1% | 17,884 |
| RTXRTX Corp | $6.2M | 1.0% | 33,433 |
| VVisa Inc | $5.9M | 1.0% | 16,439 |
| LLYEli Lilly and Co | $5.8M | 1.0% | 4,995 |
| CATCaterpillar Inc | $5.6M | 1.0% | 6,967 |
| BRK.ABerkshire Hathaway Inc | $5.2M | 0.9% | 7 |
| IBMInternational Business Machines Corp | $5M | 0.8% | 22,535 |
| ORCLOracle Corp | $4.9M | 0.8% | 35,791 |
| BACBank of America Corp | $4.8M | 0.8% | 87,389 |
| PRUPrudential Financial Inc | $4.5M | 0.8% | 39,506 |
| CRMSalesforce Inc | $4.5M | 0.8% | 19,538 |
| DUKDuke Energy Corp | $4.3M | 0.7% | 38,090 |
| AMGNAmgen Inc | $4M | 0.7% | 9,548 |
| ADIAnalog Devices Inc | $4M | 0.7% | 10,041 |
| KOCoca-Cola Co | $3.9M | 0.7% | 45,820 |
| YUMYum! Brands Inc | $3.9M | 0.7% | 28,262 |
| BLKBlackRock Inc | $3.7M | 0.6% | 3,473 |
| DISWalt Disney Co | $3.6M | 0.6% | 34,532 |
| FCXFreeport-McMoRan Inc | $3.5M | 0.6% | 50,144 |
| PGProcter & Gamble Co | $3.3M | 0.6% | 22,860 |
| METMetLife Inc | $3.3M | 0.6% | 34,986 |
| DDDupont De Nemours Inc | $3.3M | 0.5% | 25,043 |
| SBUXStarbucks Corp | $3.2M | 0.5% | 34,080 |
| ICEIntercontinental Exchange Inc | $3.1M | 0.5% | 20,533 |
| VZVerizon Communications Inc | $3.1M | 0.5% | 68,030 |
| SCHWCharles Schwab Corp | $3M | 0.5% | 30,610 |
| UPSUnited Parcel Service Inc | $3M | 0.5% | 31,944 |
| Johnson Ctls Intl Plc | $3M | 0.5% | 20,040 |
| SPYGSPDR Series Trust SPDR Portfolio S&P 500 Growth ETF | $2.9M | 0.5% | 23,854 |
| TFCTruist Financial Corp | $2.9M | 0.5% | 63,276 |
| HONAHoneywell Aerospace Inc | $2.9M | 0.5% | 18,391 |
| GILDGilead Sciences, Inc | $2.7M | 0.5% | 18,392 |
| WMTWalmart Inc | $2.7M | 0.5% | 25,745 |
| DLRDigital Realty Trust Inc | $2.5M | 0.4% | 14,401 |
| Linde Plc | $2.5M | 0.4% | 5,289 |
| IVViShares Core S&P 500 ETF | $2.5M | 0.4% | 3,273 |
| PFEPfizer Inc | $2.4M | 0.4% | 85,307 |
| PEPPepsiCo Inc | $2.3M | 0.4% | 18,242 |
| MCDMcDonald's Corp | $2.3M | 0.4% | 9,844 |
| CASYCaseys General Stores Inc | $2.3M | 0.4% | 3,710 |
| LOWLowe's Companies Inc | $2.1M | 0.4% | 11,613 |
| SPCXSpace Exploration Technologies Corp | $2.1M | 0.4% | 14,013 |
| TJXTJX Companies Inc | $2.1M | 0.3% | 15,500 |
| COSTCostco Wholesale Corp | $2M | 0.3% | 2,235 |
| CORCencora Inc | $2M | 0.3% | 6,692 |
| VTVVanguard Value ETF | $1.9M | 0.3% | 8,891 |
| ABTAbbott Laboratories | $1.8M | 0.3% | 18,491 |
| BMYBristol-Myers Squibb Co | $1.8M | 0.3% | 28,488 |
| NFLXNetflix Inc | $1.8M | 0.3% | 25,302 |
| CVSCVS Health Corp | $1.7M | 0.3% | 20,013 |
| TXNTexas Instruments Inc | $1.7M | 0.3% | 6,082 |
| MDLZMondelez International Inc | $1.7M | 0.3% | 29,344 |
| AGGiShares Core U.S. Aggregate Bond ETF | $1.6M | 0.3% | 17,304 |
| VTIVanguard Total Stock Market ETF | $1.5M | 0.3% | 4,115 |
| DRIDarden Restaurants Inc | $1.4M | 0.2% | 7,413 |
| SYYSysco Corp | $1.4M | 0.2% | 17,772 |
| NKENike Inc | $1.3M | 0.2% | 36,229 |
| PHParker-Hannifin Corp | $1.3M | 0.2% | 1,335 |
| EXCExelon Corp | $1.3M | 0.2% | 31,228 |
| Medtronic plc | $1.1M | 0.2% | 13,128 |
| INGING Groep NV | $1.1M | 0.2% | 31,507 |
| APDAir Products and Chemicals Inc | $1.1M | 0.2% | 4,000 |
| DFIVDimensional International Value ETF | $857.8K | 0.1% | 15,357 |
| PFGPrincipal Financial Group Inc | $760.2K | 0.1% | 6,790 |
| QQQInvesco QQQ Trust, Series 1 | $744.9K | 0.1% | 1,007 |
| CWIState Street SPDR MSCI ACWI ex-US ETF | $692.1K | 0.1% | 17,126 |
| IHFiShares U.S. Health Care Providers ETF | $548.9K | 0.1% | 10,000 |
| VEAVanguard FTSE Developed Markets ETF | $543.2K | 0.1% | 7,693 |
| Dimensional National ETF | $518.8K | 0.1% | 11,271 |
| HDHome Depot Inc | $514.4K | 0.1% | 1,808 |
| VBRVanguard Small-Cap Value ETF | $484.9K | 0.1% | 2,099 |
| MUBiShares National Muni Bond ETF | $428.2K | 0.1% | 4,235 |
| State Street SPDR Portfolio S&P 500 Value ETF | $427.3K | 0.1% | 6,990 |
| XLVState Street Health Care Select Sector SPDR ETF | $336.8K | 0.1% | 2,000 |
| IWBiShares Russell 1000 ETF | $332.9K | 0.1% | 800 |
| RYRoyal Bank of Canada | $305.3K | 0.1% | 1,553 |
| QCOMQualcomm Inc | $300.9K | 0.1% | 1,635 |
| VGITVanguard Scottsdale Intermediate Term Treasury | $298.7K | 0.1% | 5,271 |
| AFLAflac Inc | $282K | 0.0% | 2,523 |
| XLEState Street Energy Select Sector SPDR ETF | $281.9K | 0.0% | 4,584 |
| iShares US ETF Tr Blackrock Short | $280.4K | 0.0% | 5,649 |
| VIGVanguard Div Appreciation ETF | $275.1K | 0.0% | 1,179 |
| PRFInvesco FTSE RAFI US 1000 ETF | $258.5K | 0.0% | 4,750 |
| IWLiShares Russell Top 200 ETF | $232.4K | 0.0% | 1,222 |
| INTCIntel Corp | $212.8K | 0.0% | 1,770 |
| MASMasco Corp | $211.3K | 0.0% | 3,135 |
| GLDSPDR Gold Shares | $200.3K | 0.0% | 526 |
| BlackRock Enhanced Equity Dividend Trust | $138.1K | 0.0% | 14,696 |
| Perspective Therapeutics Inc | $52.4K | 0.0% | 19,061 |
Quarter ending 2026-09-30.
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