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CIK: 0001546967
Total reported value
$598.4M
$598.4M
122 檔
17.7%
According to the latest 13F quarterly dataset, Iowa State Bank managed an equity portfolio of $598.4M at the end of Q2 2025, spanning 122 distinct U.S. exchange-listed positions.
In Q2 2025, Iowa State Bank adopted a defensive or profit-taking posture, trimming 29 positions and completely liquidating 1 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 4.63% | +0.22% | -0.47% | |
| 2 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 4.60% | -0.05% | -2.34% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 4.04% | -0.24% | -0.30% | |
| 4 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 3.92% | +0.22% | +2.51% | |
| 5 | JPM | Jpmorgan Chase & Co | Stock-Financials | 3.88% | -0.19% | -0.78% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 3.28% | +0.06% | -0.15% | |
| 7 | NVDA | Nvidia CORP | Stock-Tech | 2.76% | +0.13% | +0.80% | |
| 8 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 2.63% | +0.33% | -0.85% | |
| 9 | SPHY | Ss Spdr P High Yield ETF | ETF-High Yield | 2.59% | -0.36% | +1.54% | |
| 10 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.12% | +0.05% | +0.92% | |
| 11 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.11% | -0.04% | +1.22% | |
| 12 | ABBV | Abbvie Inc | Stock-Healthcare | 1.92% | +0.09% | -0.13% | |
| 13 | CSCO | Cisco Systems Inc | Stock-Tech | 1.84% | +0.54% | -0.75% | |
| 14 | EMR | Emerson Electric Co | Stock-Industrials | 1.83% | -0.01% | -5.91% | |
| 15 | MS | Morgan Stanley | Stock-Financials | 1.77% | +0.06% | -2.34% | |
| 16 | CAH | Cardinal Health Inc | Stock-Healthcare | 1.68% | +0.03% | -0.12% | |
| 17 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.66% | +0.41% | +0.77% | |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.61% | -0.09% | -2.69% | |
| 19 | ETN | Eaton Corporation plc | Stock-Industrials | 1.49% | +0.11% | -13.82% | |
| 20 | ORCL | Oracle CORP | Stock-Tech | 1.46% | -0.10% | +0.15% | |
| 21 | IBM | Intl Business Machines CORP | Stock-Tech | 1.40% | +0.07% | -7.60% | |
| 22 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.36% | -0.08% | -0.65% | |
| 23 | V | Visa Inc-class A Shares | Stock-Financials | 1.33% | +0.01% | +0.44% | |
| 24 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 1.30% | +0.03% | — | |
| 25 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.26% | -0.37% | -0.32% | |
| 26 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.24% | +0.04% | -11.11% | |
| 27 | CVX | Chevron CORP | Stock-Energy | 1.22% | -0.43% | -0.24% | |
| 28 | XOM | Exxon Mobil CORP | Stock-Energy | 1.18% | -0.57% | -1.16% | |
| 29 | CRM | Salesforce Inc | Stock-Tech | 1.12% | -0.16% | +0.14% | |
| 30 | RTX | Rtx CORP | Stock-Industrials | 1.08% | -0.12% | -0.12% | |
| 31 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 1.02% | -0.04% | — | |
| 32 | AVGO | Broadcom Inc | Stock-Tech | 1.00% | +0.11% | +1.51% | |
| 33 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.98% | — | -13.91% | |
| 34 | PRU | Prudential Financial Inc | Stock-Financials | 0.98% | -0.09% | -0.89% | |
| 35 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.94% | -0.19% | -1.40% | |
| 36 | ICE | Intercontinental Exchange In | Stock-Financials | 0.92% | -0.19% | +0.74% | |
| 37 | BAC | Bank Of America CORP | Stock-Financials | 0.91% | +0.05% | +1.07% | |
| 38 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.90% | +0.58% | +0.32% | |
| 39 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.87% | +0.16% | +0.63% | |
| 40 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.81% | -0.28% | +0.29% | |
| 41 | BLK | Blackrock Inc | Stock-Financials | 0.77% | -0.05% | -1.15% | |
| 42 | TFC | Truist Financial CORP | Stock-Financials | 0.77% | -0.02% | -2.02% | |
| 43 | MET | Metlife Inc | Stock-Financials | 0.77% | +0.02% | -8.06% | |
| 44 | CAT | Caterpillar Inc | Stock-Industrials | 0.73% | +0.43% | -22.62% | |
| 45 | AMT | American Tower CORP | Stock-Real Estate | 0.69% | -0.07% | +0.70% | |
| 46 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.69% | -0.17% | +0.23% | |
| 47 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.65% | -0.06% | +1.01% | |
| 48 | YUM | Yum! Brands Inc | Stock-Consumer Disc | 0.63% | -0.07% | +2.54% | |
| 49 | HON | Honeywell International Inc | Stock-Industrials | 0.62% | -0.06% | +66.80% | |
| 50 | WM | Waste Management Inc | Stock-Industrials | 0.61% | -0.07% | +45.50% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | +0.8% | -0.30% | Trim |
| 2 | NVDA | Nvidia CORP | +0.8% | +0.80% | Add |
| 3 | ORCL | Oracle CORP | +0.5% | +0.15% | Add |
| 4 | ADI | Analog Devices Inc | +0.4% | NEW | New buy |
| 5 | META | Meta Platforms Inc-class A | +0.4% | +1.22% | Add |
| 6 | AVGO | Broadcom Inc | +0.4% | +1.51% | Add |
| 7 | JPM | Jpmorgan Chase & Co | +0.4% | -0.78% | Trim |
| 8 | PLTR | Palantir Technologies Inc-a | +0.3% | +0.29% | Add |
| 9 | HON | Honeywell International Inc | +0.3% | +66.80% | Add |
| 10 | NSC | Norfolk Southern CORP | +0.2% | NEW | New buy |
| 11 | CAH | Cardinal Health Inc | +0.2% | -0.12% | Trim |
| 12 | AMZN | Amazon.com Inc | +0.2% | +0.92% | Add |
| 13 | MS | Morgan Stanley | +0.2% | -2.34% | Trim |
| 14 | WM | Waste Management Inc | +0.2% | +45.50% | Add |
| 15 | EMR | Emerson Electric Co | +0.1% | -5.91% | Trim |
| 16 | GOOGL | Alphabet Inc-cl A | +0.1% | +0.77% | Add |
| 17 | PANW | Palo Alto Networks Inc | +0.1% | +0.32% | Add |
| 18 | DIS | Walt Disney Co/the | +0.1% | +1.01% | Add |
| 19 | IEMG | Ishares Core Msci Emerging | +0.1% | -0.85% | Trim |
| 20 | ETN | Eaton Corporation plc | +0.1% | -13.82% | Trim |
| 21 | JNJ | Johnson & Johnson | +0.1% | +2.90% | Add |
| 22 | CSCO | Cisco Systems Inc | +0.1% | -0.75% | Trim |
| 23 | BAC | Bank Of America CORP | +0.1% | +1.07% | Add |
| 24 | IEFA | Ishares Core Msci Eafe ETF | +0.1% | -2.34% | Trim |
| 25 | DLR | Digital Realty Trust Inc | +0.1% | -2.14% | Trim |
| 26 | SCHW | Schwab (charles) CORP | +0.1% | +0.50% | Add |
| 27 | FCX | Freeport-mcmoran Inc | +0.1% | +1.55% | Add |
| 28 | RTX | Rtx CORP | 0% | -0.12% | Trim |
| 29 | IBM | Intl Business Machines CORP | 0% | -7.60% | Trim |
| 30 | IJR | Ishares Core S&p Small-cap E | 0% | +2.51% | Add |
| 31 | IJH | Ishares Core S&p Midcap ETF | 0% | -0.47% | Trim |
| 32 | SPHY | Ss Spdr P High Yield ETF | -0.1% | +1.54% | Add |
| 33 | PGX | Invesco Preferred ETF | -0.1% | -35.85% | Trim |
| 34 | AMGN | Amgen Inc | -0.1% | -1.90% | Trim |
| 35 | MRK | Merck & Co. Inc. | -0.1% | -2.94% | Trim |
| 36 | AGG | Ishares Core U.s. Aggregate | -0.1% | -13.45% | Trim |
| 37 | ✓ | Loymar LTD Stock | -0.1% | EXIT | Sold out |
| 38 | CAT | Caterpillar Inc | -0.1% | -22.62% | Trim |
| 39 | BRK-A | Berkshire Hathaway Inc-cl A | -0.2% | — | Unchanged |
| 40 | PG | Procter & Gamble Co/the | -0.2% | -0.32% | Trim |
| 41 | BMY | Bristol-myers Squibb Co | -0.2% | -2.52% | Trim |
| 42 | PEP | Pepsico Inc | -0.2% | -1.40% | Trim |
| 43 | XOM | Exxon Mobil CORP | -0.2% | -1.16% | Trim |
| 44 | JNJ | Johnson & Johnson | -0.2% | -0.65% | Trim |
| 45 | CVX | Chevron CORP | -0.3% | -0.24% | Trim |
| 46 | BRK-B | Berkshire Hathaway Inc-cl B | -0.3% | -2.69% | Trim |
| 47 | UPS | United Parcel Service-cl B | -0.3% | -13.91% | Trim |
| 48 | ABBV | Abbvie Inc | -0.4% | -0.13% | Trim |
| 49 | QCOM | Qualcomm Inc | -0.5% | -80.68% | Trim |
| 50 | AAPL | Apple Inc | -0.5% | -0.15% | Trim |
According to official SEC Form 13F filings, Iowa State Bank reported a total U.S. public equity portfolio value of $598.4M across 122 disclosed positions in Q2 2025.
During Q2 2025, Iowa State Bank's top holdings by market value included IJH (4.6%)、IEFA (4.6%)、MSFT (4.0%). The largest single position, IJH, represented 4.6% 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 IJH, IEFA, MSFT) accounted for 17.7% of total reported equity market value during Q2 2025.
Top New Position Initiated
ADI
市值: $2.2M
Top Position Liquidated / Trimmed
Loymar LTD Stock
前期市值: $584.3K
In Q2 2025, Iowa State Bank made 49 total portfolio adjustments, initiating 2 new buys, adding to 17 positions, trimming 29 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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