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CIK: 0001546967
Total reported value
$598.4M
$598.4M
110 檔
16.5%
The Q3 2024 SEC filing reveals that Iowa State Bank held a total portfolio value of $598.4M, covering 110 public equity positions.
Iowa State Bank executed strategic sector rebalancing during Q3 2024, establishing 5 new positions while fully exiting 1 holdings and trimming 22 positions.
In terms of portfolio concentration, the top 5 core holdings (including IEFA, IJH, AAPL) accounted for 16.5% of total reported equity market value during Q3 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 5.10% | -0.05% | +3.22% | |
| 2 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 4.63% | +0.22% | +6.98% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 3.75% | +0.06% | -5.93% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 3.59% | -0.24% | -4.63% | |
| 5 | JPM | Jpmorgan Chase & Co | Stock-Financials | 3.18% | -0.19% | -4.57% | |
| 6 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 2.94% | +0.22% | +12.91% | |
| 7 | PGX | Invesco Preferred ETF | ETF-Other | 2.84% | — | -14.87% | |
| 8 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 2.36% | +0.33% | +5.81% | |
| 9 | NVDA | Nvidia CORP | Stock-Tech | 2.18% | +0.13% | +16.85% | |
| 10 | ABBV | Abbvie Inc | Stock-Healthcare | 2.16% | +0.09% | +3.53% | |
| 11 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.98% | -0.04% | -2.14% | |
| 12 | SPHY | Ss Spdr P High Yield ETF | ETF-High Yield | 1.83% | -0.36% | +188.46% | |
| 13 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.78% | +0.05% | -5.12% | |
| 14 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.75% | -0.37% | -2.20% | |
| 15 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.72% | +0.41% | +1.48% | |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.69% | -0.09% | +0.12% | |
| 17 | EMR | Emerson Electric Co | Stock-Industrials | 1.69% | -0.01% | -3.33% | |
| 18 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.67% | +0.04% | +2.20% | |
| 19 | UPS | United Parcel Service-cl B | Stock-Industrials | 1.67% | — | -25.75% | |
| 20 | CSCO | Cisco Systems Inc | Stock-Tech | 1.63% | +0.54% | -1.99% | |
| 21 | ETN | Eaton Corporation plc | Stock-Industrials | 1.60% | +0.11% | +0.90% | |
| 22 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.52% | -0.08% | -3.63% | |
| 23 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.47% | -0.19% | -4.36% | |
| 24 | MS | Morgan Stanley | Stock-Financials | 1.42% | +0.06% | +0.81% | |
| 25 | XOM | Exxon Mobil CORP | Stock-Energy | 1.41% | -0.57% | -3.45% | |
| 26 | CVX | Chevron CORP | Stock-Energy | 1.36% | -0.43% | -8.90% | |
| 27 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 1.29% | +0.03% | — | |
| 28 | IBM | Intl Business Machines CORP | Stock-Tech | 1.26% | +0.07% | -0.89% | |
| 29 | ORCL | Oracle CORP | Stock-Tech | 1.22% | -0.10% | -3.54% | |
| 30 | CRM | Salesforce Inc | Stock-Tech | 1.21% | -0.16% | -1.02% | |
| 31 | PRU | Prudential Financial Inc | Stock-Financials | 1.20% | -0.09% | -6.49% | |
| 32 | CAH | Cardinal Health Inc | Stock-Healthcare | 1.20% | +0.03% | -7.32% | |
| 33 | V | Visa Inc-class A Shares | Stock-Financials | 1.05% | +0.01% | -2.42% | |
| 34 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.02% | +0.16% | +8.93% | |
| 35 | CAT | Caterpillar Inc | Stock-Industrials | 1.02% | +0.43% | -0.94% | |
| 36 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.99% | -0.04% | — | |
| 37 | ICE | Intercontinental Exchange In | Stock-Financials | 0.99% | -0.19% | -11.85% | |
| 38 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.91% | -0.08% | +1.54% | |
| 39 | MET | Metlife Inc | Stock-Financials | 0.90% | +0.02% | -0.52% | |
| 40 | RTX | Rtx CORP | Stock-Industrials | 0.88% | -0.12% | +128.89% | |
| 41 | MAS | Masco CORP | Stock-Industrials | 0.87% | +0.08% | -13.83% | |
| 42 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.81% | +0.58% | -2.06% | |
| 43 | TFC | Truist Financial CORP | Stock-Financials | 0.80% | -0.02% | -5.79% | |
| 44 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.75% | -0.12% | -2.17% | |
| 45 | BLKCHF | Blackrock Inc | Stock-Other | 0.74% | — | +0.05% | |
| 46 | AMT | American Tower CORP | Stock-Real Estate | 0.74% | -0.07% | -5.84% | |
| 47 | BAC | Bank Of America CORP | Stock-Financials | 0.74% | +0.05% | +26.31% | |
| 48 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.73% | -0.04% | EXIT | |
| 49 | AMGN | Amgen Inc | Stock-Healthcare | 0.70% | -0.04% | -1.63% | |
| 50 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.70% | -0.08% | +0.93% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SPHY | Ss Spdr P High Yield ETF | +1.2% | +188.46% | Add |
| 2 | RTX | Rtx CORP | +0.5% | +128.89% | Add |
| 3 | PYPL | Paypal Holdings Inc | +0.5% | NEW | New buy |
| 4 | IJR | Ishares Core S&p Small-cap E | +0.4% | +12.91% | Add |
| 5 | WM | Waste Management Inc | +0.4% | NEW | New buy |
| 6 | ✓ | Community State Bank Capital Stock | +0.3% | NEW | New buy |
| 7 | COR | Cencora Inc | +0.3% | NEW | New buy |
| 8 | IJH | Ishares Core S&p Midcap ETF | +0.3% | +6.98% | Add |
| 9 | NKE | Nike Inc -cl B | +0.3% | +70.24% | Add |
| 10 | MDT | Medtronic plc | +0.2% | NEW | New buy |
| 11 | ABBV | Abbvie Inc | +0.2% | +3.53% | Add |
| 12 | IBM | Intl Business Machines CORP | +0.2% | -0.89% | Trim |
| 13 | IEFA | Ishares Core Msci Eafe ETF | +0.2% | +3.22% | Add |
| 14 | BMY | Bristol-myers Squibb Co | +0.2% | +24.92% | Add |
| 15 | NVDA | Nvidia CORP | +0.1% | +16.85% | Add |
| 16 | LOW | Lowe's Cos Inc | +0.1% | +1.54% | Add |
| 17 | IEMG | Ishares Core Msci Emerging | +0.1% | +5.81% | Add |
| 18 | BAC | Bank Of America CORP | +0.1% | +26.31% | Add |
| 19 | ORCL | Oracle CORP | +0.1% | -3.54% | Trim |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +0.12% | Add |
| 21 | CAT | Caterpillar Inc | +0.1% | -0.94% | Trim |
| 22 | BLKCHF | Blackrock Inc | +0.1% | +0.05% | Add |
| 23 | MET | Metlife Inc | +0.1% | -0.52% | Trim |
| 24 | META | Meta Platforms Inc-class A | +0.1% | -2.14% | Trim |
| 25 | MCD | Mcdonald's CORP | +0.1% | -2.17% | Trim |
| 26 | VZ | Verizon Communications Inc | +0.1% | +12.48% | Add |
| 27 | CSCO | Cisco Systems Inc | 0% | -1.99% | Trim |
| 28 | BRK-A | Berkshire Hathaway Inc-cl A | 0% | — | Unchanged |
| 29 | LIN | Linde plc | 0% | +5.82% | Add |
| 30 | AMT | American Tower CORP | 0% | -5.84% | Trim |
| 31 | MS | Morgan Stanley | 0% | +0.81% | Add |
| 32 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | +2.20% | Add |
| 33 | DIA | Ss Spdr Dow Jones Indus Avg | — | — | Unchanged |
| 34 | JNJ | Johnson & Johnson | 0% | -3.63% | Trim |
| 35 | ETN | Eaton Corporation plc | 0% | +0.90% | Add |
| 36 | AAPL | Apple Inc | -0.1% | -5.93% | Trim |
| 37 | 6D8 | Dupont De Nemours Inc | -0.1% | -24.30% | Trim |
| 38 | MCHP | Microchip Technology Inc | -0.1% | -2.90% | Trim |
| 39 | QQQ | Invesco Qqq Trust Series 1 | -0.2% | -42.20% | Trim |
| 40 | MRK | Merck & Co. Inc. | -0.2% | -2.71% | Trim |
| 41 | QCOM | Qualcomm Inc | -0.2% | -1.89% | Trim |
| 42 | PSLV | Sprott Physical Silver Trust | -0.2% | EXIT | Sold out |
| 43 | DLTR | Dollar Tree Inc | -0.2% | -3.91% | Trim |
| 44 | GOOGL | Alphabet Inc-cl A | -0.3% | +1.48% | Add |
| 45 | AMZN | Amazon.com Inc | -0.3% | -5.12% | Trim |
| 46 | CVX | Chevron CORP | -0.3% | -8.90% | Trim |
| 47 | DOW | Dow Inc | -0.4% | -85.70% | Trim |
| 48 | PGX | Invesco Preferred ETF | -0.5% | -14.87% | Trim |
| 49 | MSFT | Microsoft CORP | -0.6% | -4.63% | Trim |
| 50 | UPS | United Parcel Service-cl B | -0.8% | -25.75% | Trim |
According to official SEC Form 13F filings, Iowa State Bank reported a total U.S. public equity portfolio value of $598.4M across 110 disclosed positions in Q3 2024.
During Q3 2024, Iowa State Bank's top holdings by market value included IEFA (5.1%)、IJH (4.6%)、AAPL (3.8%). The largest single position, IEFA, represented 5.1% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
Top New Position Initiated
PYPL
市值: $2.2M
Top Position Liquidated / Trimmed
PSLV
前期市值: $844.1K
In Q3 2024, Iowa State Bank made 48 total portfolio adjustments, initiating 5 new buys, adding to 20 positions, trimming 22 holdings, and fully liquidating 1 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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