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CIK: 0001546967
Total reported value
$598.4M
$598.4M
119 檔
16.1%
At the close of Q1 2025, Iowa State Bank disclosed equity holdings valued at approximately $598.4M, spread across 119 reported holdings.
In Q1 2025, Iowa State Bank displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including IJH, IEFA, IJR) accounted for 16.1% of total reported equity market value during Q1 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 4.66% | +0.22% | +4.46% | |
| 2 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 4.55% | -0.05% | -14.47% | |
| 3 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 3.90% | +0.22% | +41.83% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 3.79% | +0.06% | +3.01% | |
| 5 | JPM | Jpmorgan Chase & Co | Stock-Financials | 3.53% | -0.19% | -6.99% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 3.26% | -0.24% | +0.76% | |
| 7 | SPHY | Ss Spdr P High Yield ETF | ETF-High Yield | 2.68% | -0.36% | +24.54% | |
| 8 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 2.54% | +0.33% | +7.24% | |
| 9 | ABBV | Abbvie Inc | Stock-Healthcare | 2.31% | +0.09% | -2.84% | |
| 10 | NVDA | Nvidia CORP | Stock-Tech | 2.00% | +0.13% | -1.51% | |
| 11 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.94% | +0.05% | +2.22% | |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.93% | -0.09% | -4.49% | |
| 13 | CSCO | Cisco Systems Inc | Stock-Tech | 1.76% | +0.54% | -9.35% | |
| 14 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.73% | -0.04% | -14.97% | |
| 15 | EMR | Emerson Electric Co | Stock-Industrials | 1.70% | -0.01% | -2.07% | |
| 16 | MS | Morgan Stanley | Stock-Financials | 1.60% | +0.06% | +1.54% | |
| 17 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.59% | -0.08% | -0.85% | |
| 18 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.54% | +0.41% | -7.51% | |
| 19 | CVX | Chevron CORP | Stock-Energy | 1.52% | -0.43% | -2.89% | |
| 20 | CAH | Cardinal Health Inc | Stock-Healthcare | 1.47% | +0.03% | -4.74% | |
| 21 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.45% | -0.37% | -18.47% | |
| 22 | ETN | Eaton Corporation plc | Stock-Industrials | 1.41% | +0.11% | +4.23% | |
| 23 | XOM | Exxon Mobil CORP | Stock-Energy | 1.40% | -0.57% | -3.06% | |
| 24 | V | Visa Inc-class A Shares | Stock-Financials | 1.39% | +0.01% | -0.60% | |
| 25 | IBM | Intl Business Machines CORP | Stock-Tech | 1.37% | +0.07% | -4.49% | |
| 26 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.35% | +0.04% | -13.88% | |
| 27 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 1.32% | +0.03% | -0.20% | |
| 28 | UPS | United Parcel Service-cl B | Stock-Industrials | 1.32% | — | -4.10% | |
| 29 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 1.19% | -0.04% | — | |
| 30 | CRM | Salesforce Inc | Stock-Tech | 1.18% | -0.16% | -1.95% | |
| 31 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.15% | -0.19% | -11.97% | |
| 32 | PRU | Prudential Financial Inc | Stock-Financials | 1.09% | -0.09% | -0.53% | |
| 33 | RTX | Rtx CORP | Stock-Industrials | 1.04% | -0.12% | +4.68% | |
| 34 | ORCL | Oracle CORP | Stock-Tech | 0.99% | -0.10% | -3.86% | |
| 35 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.97% | +0.16% | -3.14% | |
| 36 | ICE | Intercontinental Exchange In | Stock-Financials | 0.91% | -0.19% | -17.50% | |
| 37 | MET | Metlife Inc | Stock-Financials | 0.89% | +0.02% | -0.99% | |
| 38 | CAT | Caterpillar Inc | Stock-Industrials | 0.86% | +0.43% | -2.99% | |
| 39 | BAC | Bank Of America CORP | Stock-Financials | 0.85% | +0.05% | +6.69% | |
| 40 | TFC | Truist Financial CORP | Stock-Financials | 0.80% | -0.02% | +1.80% | |
| 41 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.80% | +0.58% | -5.23% | |
| 42 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.77% | -0.17% | +13.81% | |
| 43 | BLK | Blackrock Inc | Stock-Financials | 0.75% | -0.05% | — | |
| 44 | AMT | American Tower CORP | Stock-Real Estate | 0.72% | -0.07% | -1.29% | |
| 45 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.71% | -0.12% | -7.39% | |
| 46 | YUM | Yum! Brands Inc | Stock-Consumer Disc | 0.69% | -0.07% | +3.20% | |
| 47 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.68% | -0.08% | -14.91% | |
| 48 | AMGN | Amgen Inc | Stock-Healthcare | 0.66% | -0.04% | -3.74% | |
| 49 | EOG | Eog Resources Inc | Stock-Energy | 0.66% | — | -6.00% | |
| 50 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 0.65% | -0.05% | +7.55% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IJH | Ishares Core S&p Midcap ETF | — | NEW | New buy |
| 2 | IEFA | Ishares Core Msci Eafe ETF | — | NEW | New buy |
| 3 | IJR | Ishares Core S&p Small-cap E | — | NEW | New buy |
| 4 | AAPL | Apple Inc | — | NEW | New buy |
| 5 | JPM | Jpmorgan Chase & Co | — | NEW | New buy |
| 6 | MSFT | Microsoft CORP | — | NEW | New buy |
| 7 | SPHY | Ss Spdr P High Yield ETF | — | NEW | New buy |
| 8 | IEMG | Ishares Core Msci Emerging | — | NEW | New buy |
| 9 | ABBV | Abbvie Inc | — | NEW | New buy |
| 10 | NVDA | Nvidia CORP | — | NEW | New buy |
| 11 | AMZN | Amazon.com Inc | — | NEW | New buy |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | — | NEW | New buy |
| 13 | CSCO | Cisco Systems Inc | — | NEW | New buy |
| 14 | META | Meta Platforms Inc-class A | — | NEW | New buy |
| 15 | EMR | Emerson Electric Co | — | NEW | New buy |
| 16 | MS | Morgan Stanley | — | NEW | New buy |
| 17 | JNJ | Johnson & Johnson | — | NEW | New buy |
| 18 | GOOGL | Alphabet Inc-cl A | — | NEW | New buy |
| 19 | CVX | Chevron CORP | — | NEW | New buy |
| 20 | CAH | Cardinal Health Inc | — | NEW | New buy |
| 21 | PG | Procter & Gamble Co/the | — | NEW | New buy |
| 22 | ETN | Eaton Corporation plc | — | NEW | New buy |
| 23 | XOM | Exxon Mobil CORP | — | NEW | New buy |
| 24 | V | Visa Inc-class A Shares | — | NEW | New buy |
| 25 | IBM | Intl Business Machines CORP | — | NEW | New buy |
| 26 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | NEW | New buy |
| 27 | DIA | Ss Spdr Dow Jones Indus Avg | — | NEW | New buy |
| 28 | UPS | United Parcel Service-cl B | — | NEW | New buy |
| 29 | BRK-A | Berkshire Hathaway Inc-cl A | — | NEW | New buy |
| 30 | CRM | Salesforce Inc | — | NEW | New buy |
| 31 | PEP | Pepsico Inc | — | NEW | New buy |
| 32 | PRU | Prudential Financial Inc | — | NEW | New buy |
| 33 | RTX | Rtx CORP | — | NEW | New buy |
| 34 | ORCL | Oracle CORP | — | NEW | New buy |
| 35 | LLY | Eli Lilly & Co | — | NEW | New buy |
| 36 | ICE | Intercontinental Exchange In | — | NEW | New buy |
| 37 | MET | Metlife Inc | — | NEW | New buy |
| 38 | CAT | Caterpillar Inc | — | NEW | New buy |
| 39 | BAC | Bank Of America CORP | — | NEW | New buy |
| 40 | TFC | Truist Financial CORP | — | NEW | New buy |
| 41 | PANW | Palo Alto Networks Inc | — | NEW | New buy |
| 42 | VZ | Verizon Communications Inc | — | NEW | New buy |
| 43 | BLK | Blackrock Inc | — | NEW | New buy |
| 44 | AMT | American Tower CORP | — | NEW | New buy |
| 45 | MCD | Mcdonald's CORP | — | NEW | New buy |
| 46 | YUM | Yum! Brands Inc | — | NEW | New buy |
| 47 | LOW | Lowe's Cos Inc | — | NEW | New buy |
| 48 | AMGN | Amgen Inc | — | NEW | New buy |
| 49 | EOG | Eog Resources Inc | — | NEW | New buy |
| 50 | BMY | Bristol-myers Squibb Co | — | NEW | New buy |
According to official SEC Form 13F filings, Iowa State Bank reported a total U.S. public equity portfolio value of $598.4M across 119 disclosed positions in Q1 2025.
During Q1 2025, Iowa State Bank's top holdings by market value included IJH (4.7%)、IEFA (4.5%)、IJR (3.9%). The largest single position, IJH, represented 4.7% of total portfolio value.
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Top New Position Initiated
IJH
市值: $22.0M
In Q1 2025, Iowa State Bank made 50 total portfolio adjustments, initiating 50 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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