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CIK: 0001546967
Total reported value
$598.4M
$598.4M
106 檔
16.7%
During the Q4 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.
Iowa State Bank executed strategic sector rebalancing during Q4 2024, establishing 2 new positions while fully exiting 3 holdings and trimming 24 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 4.84% | -0.05% | +4.25% | |
| 2 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 4.67% | +0.22% | -0.31% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 4.06% | +0.06% | -0.19% | |
| 4 | JPM | Jpmorgan Chase & Co | Stock-Financials | 3.63% | -0.19% | -0.64% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 3.56% | -0.24% | +0.22% | |
| 6 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 2.97% | +0.22% | +1.35% | |
| 7 | PGX | Invesco Preferred ETF | ETF-Other | 2.67% | — | -0.55% | |
| 8 | NVDA | Nvidia CORP | Stock-Tech | 2.47% | +0.13% | +1.31% | |
| 9 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 2.25% | +0.33% | +3.48% | |
| 10 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.15% | +0.05% | +1.30% | |
| 11 | SPHY | Ss Spdr P High Yield ETF | ETF-High Yield | 2.11% | -0.36% | +17.13% | |
| 12 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.03% | -0.04% | -1.17% | |
| 13 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.00% | +0.41% | +0.69% | |
| 14 | ABBV | Abbvie Inc | Stock-Healthcare | 1.97% | +0.09% | +0.60% | |
| 15 | EMR | Emerson Electric Co | Stock-Industrials | 1.93% | -0.01% | -0.24% | |
| 16 | CSCO | Cisco Systems Inc | Stock-Tech | 1.83% | +0.54% | -0.33% | |
| 17 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.71% | -0.37% | -0.31% | |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.69% | -0.09% | — | |
| 19 | MS | Morgan Stanley | Stock-Financials | 1.66% | +0.06% | -4.04% | |
| 20 | ETN | Eaton Corporation plc | Stock-Industrials | 1.61% | +0.11% | -0.68% | |
| 21 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.60% | +0.04% | -7.26% | |
| 22 | UPS | United Parcel Service-cl B | Stock-Industrials | 1.55% | — | -1.17% | |
| 23 | CRM | Salesforce Inc | Stock-Tech | 1.47% | -0.16% | -1.71% | |
| 24 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.37% | -0.08% | -0.56% | |
| 25 | CVX | Chevron CORP | Stock-Energy | 1.33% | -0.43% | -1.81% | |
| 26 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 1.32% | +0.03% | — | |
| 27 | CAH | Cardinal Health Inc | Stock-Healthcare | 1.30% | +0.03% | +0.14% | |
| 28 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.30% | -0.19% | -2.16% | |
| 29 | XOM | Exxon Mobil CORP | Stock-Energy | 1.28% | -0.57% | -2.03% | |
| 30 | IBM | Intl Business Machines CORP | Stock-Tech | 1.24% | +0.07% | -2.07% | |
| 31 | V | Visa Inc-class A Shares | Stock-Financials | 1.23% | +0.01% | +0.74% | |
| 32 | ORCL | Oracle CORP | Stock-Tech | 1.20% | -0.10% | +0.05% | |
| 33 | PRU | Prudential Financial Inc | Stock-Financials | 1.14% | -0.09% | -4.27% | |
| 34 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.99% | -0.04% | — | |
| 35 | CAT | Caterpillar Inc | Stock-Industrials | 0.95% | +0.43% | -0.86% | |
| 36 | ICE | Intercontinental Exchange In | Stock-Financials | 0.94% | -0.19% | +0.89% | |
| 37 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.92% | +0.16% | +2.14% | |
| 38 | MET | Metlife Inc | Stock-Financials | 0.89% | +0.02% | -1.43% | |
| 39 | AVGO | Broadcom Inc | Stock-Tech | 0.89% | +0.11% | +0.85% | |
| 40 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.88% | +0.58% | +100.75% | |
| 41 | RTX | Rtx CORP | Stock-Industrials | 0.85% | -0.12% | +0.31% | |
| 42 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.83% | -0.08% | -1.28% | |
| 43 | BAC | Bank Of America CORP | Stock-Financials | 0.82% | +0.05% | -0.19% | |
| 44 | TFC | Truist Financial CORP | Stock-Financials | 0.81% | -0.02% | -1.24% | |
| 45 | MAS | Masco CORP | Stock-Industrials | 0.77% | +0.08% | +0.57% | |
| 46 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.69% | -0.12% | -3.67% | |
| 47 | EOG | Eog Resources Inc | Stock-Energy | 0.66% | — | -1.28% | |
| 48 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.65% | -0.04% | EXIT | |
| 49 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.62% | +0.04% | -4.31% | |
| 50 | AMT | American Tower CORP | Stock-Real Estate | 0.60% | -0.07% | +2.09% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | PLTR | Palantir Technologies Inc-a | +0.5% | NEW | New buy |
| 2 | JPM | Jpmorgan Chase & Co | +0.5% | -0.64% | Trim |
| 3 | AMZN | Amazon.com Inc | +0.4% | +1.30% | Add |
| 4 | WMT | Walmart Inc | +0.4% | +213.75% | Add |
| 5 | AAPL | Apple Inc | +0.3% | -0.19% | Trim |
| 6 | NVDA | Nvidia CORP | +0.3% | +1.31% | Add |
| 7 | SPHY | Ss Spdr P High Yield ETF | +0.3% | +17.13% | Add |
| 8 | GOOGL | Alphabet Inc-cl A | +0.3% | +0.69% | Add |
| 9 | CRM | Salesforce Inc | +0.3% | -1.71% | Trim |
| 10 | AVGO | Broadcom Inc | +0.2% | +0.85% | Add |
| 11 | MS | Morgan Stanley | +0.2% | -4.04% | Trim |
| 12 | EMR | Emerson Electric Co | +0.2% | -0.24% | Trim |
| 13 | CSCO | Cisco Systems Inc | +0.2% | -0.33% | Trim |
| 14 | V | Visa Inc-class A Shares | +0.2% | +0.74% | Add |
| 15 | ✓ | Loymar LTD Stock | +0.2% | NEW | New buy |
| 16 | CAH | Cardinal Health Inc | +0.1% | +0.14% | Add |
| 17 | DIS | Walt Disney Co/the | +0.1% | +1.54% | Add |
| 18 | BAC | Bank Of America CORP | +0.1% | -0.19% | Trim |
| 19 | SCHW | Schwab (charles) CORP | +0.1% | +4.86% | Add |
| 20 | VZ | Verizon Communications Inc | +0.1% | +27.71% | Add |
| 21 | MSFT | Microsoft CORP | 0% | +0.22% | Add |
| 22 | ICE | Intercontinental Exchange In | -0.1% | +0.89% | Add |
| 23 | PRU | Prudential Financial Inc | -0.1% | -4.27% | Trim |
| 24 | CMCSA | Comcast Corp-class A | -0.1% | -3.25% | Trim |
| 25 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.1% | -7.26% | Trim |
| 26 | CAT | Caterpillar Inc | -0.1% | -0.86% | Trim |
| 27 | LIN | Linde plc | -0.1% | -0.88% | Trim |
| 28 | 6D8 | Dupont De Nemours Inc | -0.1% | -0.32% | Trim |
| 29 | MRK | Merck & Co. Inc. | -0.1% | +0.10% | Add |
| 30 | OMC | Omnicom Group | -0.1% | -0.47% | Trim |
| 31 | CVS | Cvs Health CORP | -0.1% | -3.83% | Trim |
| 32 | LOW | Lowe's Cos Inc | -0.1% | -1.28% | Trim |
| 33 | MAS | Masco CORP | -0.1% | +0.57% | Add |
| 34 | LLY | Eli Lilly & Co | -0.1% | +2.14% | Add |
| 35 | AGG | Ishares Core U.s. Aggregate | -0.1% | -12.24% | Trim |
| 36 | IEMG | Ishares Core Msci Emerging | -0.1% | +3.48% | Add |
| 37 | MDLZ | Mondelez International Inc-a | -0.1% | -1.02% | Trim |
| 38 | UPS | United Parcel Service-cl B | -0.1% | -1.17% | Trim |
| 39 | FCX | Freeport-mcmoran Inc | -0.1% | +0.45% | Add |
| 40 | AMGN | Amgen Inc | -0.1% | -1.56% | Trim |
| 41 | XOM | Exxon Mobil CORP | -0.1% | -2.03% | Trim |
| 42 | AMT | American Tower CORP | -0.1% | +2.09% | Add |
| 43 | JNJ | Johnson & Johnson | -0.2% | -0.56% | Trim |
| 44 | PGX | Invesco Preferred ETF | -0.2% | -0.55% | Trim |
| 45 | PEP | Pepsico Inc | -0.2% | -2.16% | Trim |
| 46 | ABBV | Abbvie Inc | -0.2% | +0.60% | Add |
| 47 | IEFA | Ishares Core Msci Eafe ETF | -0.3% | +4.25% | Add |
| 48 | DLTR | Dollar Tree Inc | -0.3% | EXIT | Sold out |
| 49 | MCHP | Microchip Technology Inc | -0.5% | EXIT | Sold out |
| 50 | BLKCHF | Blackrock Inc | -0.7% | EXIT | Sold out |
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 Q4 2024.
During Q4 2024, Iowa State Bank's top holdings by market value included IEFA (4.8%)、IJH (4.7%)、AAPL (4.1%). The largest single position, IEFA, represented 4.8% 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.
In terms of portfolio concentration, the top 5 core holdings (including IEFA, IJH, AAPL) accounted for 16.7% of total reported equity market value during Q4 2024.
Top New Position Initiated
PLTR
市值: $2.2M
Top Position Liquidated / Trimmed
BLKCHF
前期市值: $3.6M
In Q4 2024, Iowa State Bank made 50 total portfolio adjustments, initiating 2 new buys, adding to 21 positions, trimming 24 holdings, and fully liquidating 3 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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