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CIK: 0001546967
Total reported value
$598.4M
$598.4M
120 檔
19.4%
According to the latest 13F quarterly dataset, Iowa State Bank managed an equity portfolio of $598.4M at the end of Q4 2025, spanning 120 distinct U.S. exchange-listed positions.
In Q4 2025, Iowa State Bank adopted a defensive or profit-taking posture, trimming 28 positions and completely liquidating 2 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 5.43% | -0.05% | +0.59% | |
| 2 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 4.78% | +0.22% | +0.72% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 4.01% | +0.06% | +0.07% | |
| 4 | JPM | Jpmorgan Chase & Co | Stock-Financials | 3.85% | -0.19% | -1.15% | |
| 5 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.71% | +0.41% | +11.26% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 3.64% | -0.24% | -0.77% | |
| 7 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 3.58% | +0.22% | -1.57% | |
| 8 | NVDA | Nvidia CORP | Stock-Tech | 3.09% | +0.13% | +2.95% | |
| 9 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 2.69% | +0.33% | -1.17% | |
| 10 | SPHY | Ss Spdr P High Yield ETF | ETF-High Yield | 2.65% | -0.36% | +3.83% | |
| 11 | ABBV | Abbvie Inc | Stock-Healthcare | 2.16% | +0.09% | -0.59% | |
| 12 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.10% | +0.05% | +1.41% | |
| 13 | MS | Morgan Stanley | Stock-Financials | 1.98% | +0.06% | -0.87% | |
| 14 | CSCO | Cisco Systems Inc | Stock-Tech | 1.88% | +0.54% | -1.40% | |
| 15 | CAH | Cardinal Health Inc | Stock-Healthcare | 1.82% | +0.03% | -0.12% | |
| 16 | EMR | Emerson Electric Co | Stock-Industrials | 1.60% | -0.01% | -0.22% | |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.55% | -0.09% | -0.55% | |
| 18 | XOM | Exxon Mobil CORP | Stock-Energy | 1.45% | -0.57% | -1.45% | |
| 19 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.43% | -0.04% | +0.59% | |
| 20 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.43% | -0.08% | -1.29% | |
| 21 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 1.34% | +0.03% | — | |
| 22 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.33% | +0.04% | +2.87% | |
| 23 | IBM | Intl Business Machines CORP | Stock-Tech | 1.27% | +0.07% | -2.92% | |
| 24 | RTX | Rtx CORP | Stock-Industrials | 1.22% | -0.12% | -0.62% | |
| 25 | V | Visa Inc-class A Shares | Stock-Financials | 1.17% | +0.01% | -1.38% | |
| 26 | ORCL | Oracle CORP | Stock-Tech | 1.16% | -0.10% | +0.50% | |
| 27 | ETN | Eaton Corporation plc | Stock-Industrials | 1.15% | +0.11% | -0.14% | |
| 28 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.14% | +0.16% | +1.25% | |
| 29 | CVX | Chevron CORP | Stock-Energy | 1.13% | -0.43% | -3.30% | |
| 30 | AVGO | Broadcom Inc | Stock-Tech | 1.08% | +0.11% | +0.05% | |
| 31 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 1.04% | -0.28% | +3.48% | |
| 32 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.02% | -0.37% | -3.16% | |
| 33 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.99% | -0.04% | — | |
| 34 | BAC | Bank Of America CORP | Stock-Financials | 0.98% | +0.05% | -2.63% | |
| 35 | CAT | Caterpillar Inc | Stock-Industrials | 0.97% | +0.43% | -1.88% | |
| 36 | PRU | Prudential Financial Inc | Stock-Financials | 0.96% | -0.09% | -1.70% | |
| 37 | CRM | Salesforce Inc | Stock-Tech | 0.90% | -0.16% | -6.45% | |
| 38 | DUK | Duke Energy CORP | Stock-Utilities | 0.89% | -0.11% | -1.70% | |
| 39 | YUM | Yum! Brands Inc | Stock-Consumer Disc | 0.87% | -0.07% | -0.41% | |
| 40 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.85% | -0.19% | -3.44% | |
| 41 | TFC | Truist Financial CORP | Stock-Financials | 0.81% | -0.02% | -3.11% | |
| 42 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.78% | -0.06% | +0.47% | |
| 43 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.73% | -0.17% | -3.31% | |
| 44 | BLK | Blackrock Inc | Stock-Financials | 0.72% | -0.05% | -2.25% | |
| 45 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.72% | +0.58% | +1.59% | |
| 46 | MET | Metlife Inc | Stock-Financials | 0.69% | +0.02% | -3.08% | |
| 47 | ICE | Intercontinental Exchange In | Stock-Financials | 0.67% | -0.19% | +0.18% | |
| 48 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.60% | — | -0.59% | |
| 49 | AMGN | Amgen Inc | Stock-Healthcare | 0.59% | -0.04% | -2.25% | |
| 50 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.58% | -0.08% | -2.00% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | +1.1% | +11.26% | Add |
| 2 | CAH | Cardinal Health Inc | +0.4% | -0.12% | Trim |
| 3 | LLY | Eli Lilly & Co | +0.3% | +1.25% | Add |
| 4 | AAPL | Apple Inc | +0.2% | +0.07% | Add |
| 5 | MS | Morgan Stanley | +0.2% | -0.87% | Trim |
| 6 | CSCO | Cisco Systems Inc | +0.2% | -1.40% | Trim |
| 7 | CAT | Caterpillar Inc | +0.1% | -1.88% | Trim |
| 8 | JNJ | Johnson & Johnson | +0.1% | -1.29% | Trim |
| 9 | FCX | Freeport-mcmoran Inc | +0.1% | +0.44% | Add |
| 10 | AMZN | Amazon.com Inc | +0.1% | +1.41% | Add |
| 11 | UPS | United Parcel Service-cl B | +0.1% | -0.59% | Trim |
| 12 | IEFA | Ishares Core Msci Eafe ETF | +0.1% | +0.59% | Add |
| 13 | RTX | Rtx CORP | +0.1% | -0.62% | Trim |
| 14 | AMGN | Amgen Inc | +0.1% | -2.25% | Trim |
| 15 | AGG | Ishares Core U.s. Aggregate | +0.1% | +15.82% | Add |
| 16 | XOM | Exxon Mobil CORP | +0.1% | -1.45% | Trim |
| 17 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +2.87% | Add |
| 18 | PRU | Prudential Financial Inc | +0.1% | -1.70% | Trim |
| 19 | BMY | Bristol-myers Squibb Co | +0.1% | -4.26% | Trim |
| 20 | ADI | Analog Devices Inc | +0.1% | +1.52% | Add |
| 21 | NVDA | Nvidia CORP | 0% | +2.95% | Add |
| 22 | AVGO | Broadcom Inc | 0% | +0.05% | Add |
| 23 | SPHY | Ss Spdr P High Yield ETF | 0% | +3.83% | Add |
| 24 | DIA | Ss Spdr Dow Jones Indus Avg | 0% | — | Unchanged |
| 25 | IJH | Ishares Core S&p Midcap ETF | 0% | +0.72% | Add |
| 26 | DLR | Digital Realty Trust Inc | -0.1% | -1.87% | Trim |
| 27 | EOG | Eog Resources Inc | -0.1% | -4.95% | Trim |
| 28 | MET | Metlife Inc | -0.1% | -3.08% | Trim |
| 29 | NKE | Nike Inc -cl B | -0.1% | -8.88% | Trim |
| 30 | PANW | Palo Alto Networks Inc | -0.1% | +1.59% | Add |
| 31 | LIN | Linde plc | -0.1% | -2.03% | Trim |
| 32 | MAS | Masco CORP | -0.1% | -6.11% | Trim |
| 33 | MDLZ | Mondelez International Inc-a | -0.1% | -5.40% | Trim |
| 34 | T | At&t Inc | -0.1% | -3.38% | Trim |
| 35 | DUK | Duke Energy CORP | -0.1% | -1.70% | Trim |
| 36 | CVX | Chevron CORP | -0.1% | -3.30% | Trim |
| 37 | AMT | American Tower CORP | -0.1% | -6.70% | Trim |
| 38 | PYPL | Paypal Holdings Inc | -0.1% | -9.05% | Trim |
| 39 | VZ | Verizon Communications Inc | -0.1% | -3.31% | Trim |
| 40 | BLK | Blackrock Inc | -0.1% | -2.25% | Trim |
| 41 | PG | Procter & Gamble Co/the | -0.1% | -3.16% | Trim |
| 42 | 6D8 | Dupont De Nemours Inc | -0.2% | +0.86% | Add |
| 43 | META | Meta Platforms Inc-class A | -0.2% | +0.59% | Add |
| 44 | ETN | Eaton Corporation plc | -0.2% | -0.14% | Trim |
| 45 | MSFT | Microsoft CORP | -0.3% | -0.77% | Trim |
| 46 | ORCL | Oracle CORP | -0.5% | +0.50% | Add |
| 47 | CMCSA | Comcast Corp-class A | — | EXIT | Sold out |
| 48 | BBWI | Bath & Body Works Inc | — | EXIT | Sold out |
| 49 | XLK | Ss Technology Select Sector | — | NEW | New buy |
| 50 | XLF | Ss Financial Select Sector | — | 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 120 disclosed positions in Q4 2025.
During Q4 2025, Iowa State Bank's top holdings by market value included IEFA (5.4%)、IJH (4.8%)、AAPL (4.0%). The largest single position, IEFA, represented 5.4% 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 19.4% of total reported equity market value during Q4 2025.
Top New Position Initiated
XLK
市值: $383.2K
Top Position Liquidated / Trimmed
CMCSA
前期市值: $1.5M
In Q4 2025, Iowa State Bank made 49 total portfolio adjustments, initiating 2 new buys, adding to 17 positions, trimming 28 holdings, and fully liquidating 2 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
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