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CIK: 0001546967
Total reported value
$598.4M
$598.4M
105 檔
15.7%
In Q2 2024, Iowa State Bank's U.S. equity holdings reached a combined market value of $598.4M, distributed across 105 disclosed stock positions.
During Q2 2024, Iowa State Bank's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including IEFA, IJH, MSFT) accounted for 15.7% of total reported equity market value during Q2 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 4.94% | -0.05% | +4.07% | |
| 2 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 4.37% | +0.22% | +1.25% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 4.20% | -0.24% | -0.68% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 3.87% | +0.06% | +1.75% | |
| 5 | JPM | Jpmorgan Chase & Co | Stock-Financials | 3.44% | -0.19% | +1.02% | |
| 6 | PGX | Invesco Preferred ETF | ETF-Other | 3.36% | — | +3.64% | |
| 7 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 2.55% | +0.22% | +3.85% | |
| 8 | UPS | United Parcel Service-cl B | Stock-Industrials | 2.43% | — | +0.17% | |
| 9 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 2.24% | +0.33% | +4.24% | |
| 10 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.09% | +0.05% | +4.00% | |
| 11 | NVDA | Nvidia CORP | Stock-Tech | 2.04% | +0.13% | +987.30% | |
| 12 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.00% | +0.41% | +3.01% | |
| 13 | ABBV | Abbvie Inc | Stock-Healthcare | 1.94% | +0.09% | +1.02% | |
| 14 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.92% | -0.04% | +2.84% | |
| 15 | EMR | Emerson Electric Co | Stock-Industrials | 1.89% | -0.01% | -0.29% | |
| 16 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.83% | -0.37% | +0.13% | |
| 17 | CVX | Chevron CORP | Stock-Energy | 1.70% | -0.43% | -0.83% | |
| 18 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.67% | +0.04% | -0.55% | |
| 19 | ETN | Eaton Corporation plc | Stock-Industrials | 1.62% | +0.11% | +16.06% | |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.61% | -0.09% | -5.30% | |
| 21 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.60% | -0.19% | +0.48% | |
| 22 | CSCO | Cisco Systems Inc | Stock-Tech | 1.59% | +0.54% | -10.64% | |
| 23 | XOM | Exxon Mobil CORP | Stock-Energy | 1.54% | -0.57% | +0.18% | |
| 24 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.53% | -0.08% | +0.44% | |
| 25 | MS | Morgan Stanley | Stock-Financials | 1.41% | +0.06% | +2.03% | |
| 26 | PRU | Prudential Financial Inc | Stock-Financials | 1.34% | -0.09% | -0.48% | |
| 27 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 1.29% | +0.03% | — | |
| 28 | CAH | Cardinal Health Inc | Stock-Healthcare | 1.24% | +0.03% | +5.11% | |
| 29 | CRM | Salesforce Inc | Stock-Tech | 1.23% | -0.16% | +10.40% | |
| 30 | ORCL | Oracle CORP | Stock-Tech | 1.12% | -0.10% | +0.85% | |
| 31 | V | Visa Inc-class A Shares | Stock-Financials | 1.11% | +0.01% | +3.17% | |
| 32 | IBM | Intl Business Machines CORP | Stock-Tech | 1.07% | +0.07% | +1.01% | |
| 33 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.03% | +0.16% | +4.21% | |
| 34 | ICE | Intercontinental Exchange In | Stock-Financials | 1.03% | -0.19% | +2.90% | |
| 35 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.95% | -0.04% | — | |
| 36 | CAT | Caterpillar Inc | Stock-Industrials | 0.94% | +0.43% | -8.94% | |
| 37 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.88% | -0.04% | EXIT | |
| 38 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.88% | +0.58% | +52.14% | |
| 39 | MAS | Masco CORP | Stock-Industrials | 0.86% | +0.08% | +2.28% | |
| 40 | MET | Metlife Inc | Stock-Financials | 0.83% | +0.02% | +1.16% | |
| 41 | TFC | Truist Financial CORP | Stock-Financials | 0.83% | -0.02% | +5.21% | |
| 42 | QCOM | Qualcomm Inc | Stock-Tech | 0.81% | +0.01% | +0.42% | |
| 43 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.78% | -0.08% | +1.53% | |
| 44 | EOG | Eog Resources Inc | Stock-Energy | 0.75% | — | +1.68% | |
| 45 | AMGN | Amgen Inc | Stock-Healthcare | 0.74% | -0.04% | -2.22% | |
| 46 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.72% | -0.08% | -2.77% | |
| 47 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.71% | +0.04% | -1.11% | |
| 48 | AMT | American Tower CORP | Stock-Real Estate | 0.71% | -0.07% | +4.88% | |
| 49 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.69% | -0.12% | -0.16% | |
| 50 | BLKCHF | Blackrock Inc | Stock-Other | 0.66% | — | +0.29% |
According to official SEC Form 13F filings, Iowa State Bank reported a total U.S. public equity portfolio value of $598.4M across 105 disclosed positions in Q2 2024.
During Q2 2024, Iowa State Bank's top holdings by market value included IEFA (4.9%)、IJH (4.4%)、MSFT (4.2%). The largest single position, IEFA, represented 4.9% of total portfolio value.
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In Q2 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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