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CIK: 0001546967
Total reported value
$598.4M
$598.4M
106 檔
15.1%
During the Q1 2024 filing period, Iowa State Bank (CIK: 0001546967) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $598.4M across 106 reported positions.
During Q1 2024, Iowa State Bank's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 4.86% | -0.05% | +6.23% | |
| 2 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 4.49% | +0.22% | +405.21% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 3.98% | -0.24% | -2.18% | |
| 4 | JPM | Jpmorgan Chase & Co | Stock-Financials | 3.37% | -0.19% | -0.65% | |
| 5 | PGX | Invesco Preferred ETF | ETF-Other | 3.34% | — | -9.03% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 3.10% | +0.06% | -2.53% | |
| 7 | UPS | United Parcel Service-cl B | Stock-Industrials | 2.64% | — | -0.27% | |
| 8 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 2.55% | +0.22% | +4.34% | |
| 9 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 2.07% | +0.33% | +9.08% | |
| 10 | ABBV | Abbvie Inc | Stock-Healthcare | 2.05% | +0.09% | -2.28% | |
| 11 | EMR | Emerson Electric Co | Stock-Industrials | 1.95% | -0.01% | -2.36% | |
| 12 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.88% | +0.05% | +2.50% | |
| 13 | CSCO | Cisco Systems Inc | Stock-Tech | 1.88% | +0.54% | +2.77% | |
| 14 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.80% | -0.37% | +0.11% | |
| 15 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.80% | -0.04% | -2.57% | |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.75% | -0.09% | -4.13% | |
| 17 | CVX | Chevron CORP | Stock-Energy | 1.74% | -0.43% | +0.98% | |
| 18 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.69% | -0.19% | -1.61% | |
| 19 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.65% | -0.08% | -4.11% | |
| 20 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.62% | +0.04% | +2.24% | |
| 21 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.61% | +0.41% | -0.77% | |
| 22 | XOM | Exxon Mobil CORP | Stock-Energy | 1.55% | -0.57% | +8.05% | |
| 23 | ETN | Eaton Corporation plc | Stock-Industrials | 1.39% | +0.11% | -10.67% | |
| 24 | NVDA | Nvidia CORP | Stock-Tech | 1.37% | +0.13% | +8.02% | |
| 25 | PRU | Prudential Financial Inc | Stock-Financials | 1.35% | -0.09% | -16.95% | |
| 26 | MS | Morgan Stanley | Stock-Financials | 1.34% | +0.06% | +2.45% | |
| 27 | CAH | Cardinal Health Inc | Stock-Healthcare | 1.34% | +0.03% | +51.83% | |
| 28 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 1.31% | +0.03% | — | |
| 29 | CRM | Salesforce Inc | Stock-Tech | 1.31% | -0.16% | -11.10% | |
| 30 | IBM | Intl Business Machines CORP | Stock-Tech | 1.17% | +0.07% | +1.08% | |
| 31 | V | Visa Inc-class A Shares | Stock-Financials | 1.14% | +0.01% | +2.53% | |
| 32 | CAT | Caterpillar Inc | Stock-Industrials | 1.14% | +0.43% | -5.74% | |
| 33 | CVS | Cvs Health CORP | Stock-Healthcare | 1.08% | +0.09% | +5.72% | |
| 34 | ICE | Intercontinental Exchange In | Stock-Financials | 1.00% | -0.19% | +4.15% | |
| 35 | MAS | Masco CORP | Stock-Industrials | 1.00% | +0.08% | -15.31% | |
| 36 | ORCL | Oracle CORP | Stock-Tech | 0.99% | -0.10% | +3.03% | |
| 37 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.98% | -0.04% | — | |
| 38 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.96% | -0.04% | EXIT | |
| 39 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.89% | -0.08% | +5.81% | |
| 40 | MET | Metlife Inc | Stock-Financials | 0.87% | +0.02% | -1.38% | |
| 41 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.85% | +0.16% | +6.48% | |
| 42 | TFC | Truist Financial CORP | Stock-Financials | 0.79% | -0.02% | +59.24% | |
| 43 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.76% | -0.12% | -6.28% | |
| 44 | EOG | Eog Resources Inc | Stock-Energy | 0.75% | — | +15.16% | |
| 45 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.74% | -0.08% | +11.69% | |
| 46 | BLKCHF | Blackrock Inc | Stock-Other | 0.70% | — | +9.44% | |
| 47 | AMGN | Amgen Inc | Stock-Healthcare | 0.69% | -0.04% | -15.54% | |
| 48 | AMT | American Tower CORP | Stock-Real Estate | 0.69% | -0.07% | +2.77% | |
| 49 | QCOM | Qualcomm Inc | Stock-Tech | 0.68% | +0.01% | -1.81% | |
| 50 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.68% | — | -13.95% |
According to official SEC Form 13F filings, Iowa State Bank reported a total U.S. public equity portfolio value of $598.4M across 106 disclosed positions in Q1 2024.
During Q1 2024, Iowa State Bank's top holdings by market value included IEFA (4.9%)、IJH (4.5%)、MSFT (4.0%). The largest single position, IEFA, represented 4.9% of total portfolio value.
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In terms of portfolio concentration, the top 5 core holdings (including IEFA, IJH, MSFT) accounted for 15.1% of total reported equity market value during Q1 2024.
In Q1 2024, Iowa State Bank made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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