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CIK: 0001546967
Total reported value
$591.7M
$591.7M
118 檔
24.1%
During the Q2 2026 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 $591.7M across 118 reported positions.
Iowa State Bank executed strategic sector rebalancing during Q2 2026, establishing 6 new positions while fully exiting 5 holdings and trimming 41 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 5.70% | +0.28% | +2.17% | |
| 2 | SPHY | Ss Spdr P High Yield ETF | ETF-High Yield | 5.62% | +0.24% | +3.07% | |
| 3 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 4.95% | -0.18% | +0.95% | |
| 4 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 3.90% | +0.02% | +1.41% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 3.61% | +1.20% | -1.58% | |
| 6 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.59% | -0.53% | +0.14% | |
| 7 | JPM | Jpmorgan Chase & Co | Stock-Financials | 3.36% | -0.08% | -6.22% | |
| 8 | NVDA | Nvidia CORP | Stock-Tech | 3.12% | +0.51% | +0.44% | |
| 9 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 2.54% | -0.18% | +0.82% | |
| 10 | MSFT | Microsoft CORP | Stock-Tech | 2.50% | +1.26% | -0.18% | |
| 11 | CSCO | Cisco Systems Inc | Stock-Tech | 2.44% | -0.20% | -6.42% | |
| 12 | ABBV | Abbvie Inc | Stock-Healthcare | 1.90% | +0.05% | -0.13% | |
| 13 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.87% | +0.04% | -0.85% | |
| 14 | MS | Morgan Stanley | Stock-Financials | 1.85% | -0.15% | -10.22% | |
| 15 | XOM | Exxon Mobil CORP | Stock-Energy | 1.60% | -1.60% | EXIT | |
| 16 | CAT | Caterpillar Inc | Stock-Industrials | 1.59% | -0.64% | +0.81% | |
| 17 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 1.54% | -0.06% | +6.38% | |
| 18 | EMR | Emerson Electric Co | Stock-Industrials | 1.52% | +0.10% | -0.18% | |
| 19 | CAH | Cardinal Health Inc | Stock-Healthcare | 1.51% | -0.09% | -0.15% | |
| 20 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.42% | -0.02% | +0.29% | |
| 21 | ETN | Eaton Corporation plc | Stock-Industrials | 1.38% | -0.01% | +0.50% | |
| 22 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.36% | +0.15% | +8.89% | |
| 23 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 1.30% | -0.02% | — | |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.28% | -0.02% | -0.97% | |
| 25 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.23% | — | -1.06% | |
| 26 | PANW | Palo Alto Networks Inc | Stock-Tech | 1.21% | +0.22% | -0.74% | |
| 27 | IBM | Intl Business Machines CORP | Stock-Tech | 1.18% | -0.34% | +1.19% | |
| 28 | CVX | Chevron CORP | Stock-Energy | 1.17% | +0.33% | +0.91% | |
| 29 | MU | Micron Technology Inc | Stock-Tech | 1.13% | -0.04% | +34.90% | |
| 30 | AVGO | Broadcom Inc | Stock-Tech | 1.12% | -0.06% | +0.08% | |
| 31 | RTX | Rtx CORP | Stock-Industrials | 1.12% | -0.07% | +0.47% | |
| 32 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.03% | -0.05% | -0.35% | |
| 33 | V | Visa Inc-class A Shares | Stock-Financials | 0.97% | +0.03% | -2.05% | |
| 34 | DUK | Duke Energy CORP | Stock-Utilities | 0.90% | -0.17% | +1.54% | |
| 35 | BAC | Bank Of America CORP | Stock-Financials | 0.89% | -0.09% | +0.48% | |
| 36 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.88% | — | — | |
| 37 | ORCL | Oracle CORP | Stock-Tech | 0.86% | -0.03% | -0.28% | |
| 38 | YUM | Yum! Brands Inc | Stock-Consumer Disc | 0.81% | -0.16% | -0.42% | |
| 39 | PRU | Prudential Financial Inc | Stock-Financials | 0.75% | +0.01% | -11.94% | |
| 40 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.73% | +0.46% | -0.27% | |
| 41 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.72% | -0.33% | +0.45% | |
| 42 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.66% | -0.13% | +3.52% | |
| 43 | ADI | Analog Devices Inc | Stock-Tech | 0.65% | +0.02% | -0.53% | |
| 44 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.61% | +0.06% | +3.93% | |
| 45 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.59% | +0.02% | +0.38% | |
| 46 | TFC | Truist Financial CORP | Stock-Financials | 0.59% | -0.09% | -1.89% | |
| 47 | AMGN | Amgen Inc | Stock-Healthcare | 0.58% | +0.10% | +1.33% | |
| 48 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.58% | -0.02% | -33.21% | |
| 49 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.58% | -0.08% | — | |
| 50 | BLK | Blackrock Inc | Stock-Financials | 0.57% | +0.05% | +0.48% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MU | Micron Technology Inc | +0.9% | +34.90% | Add |
| 2 | PANW | Palo Alto Networks Inc | +0.6% | -0.74% | Trim |
| 3 | CSCO | Cisco Systems Inc | +0.5% | -6.42% | Trim |
| 4 | ✓ | +0.5% | NEW | New buy | |
| 5 | CAT | Caterpillar Inc | +0.4% | +0.81% | Add |
| 6 | GOOGL | Alphabet Inc-cl A | +0.4% | +0.14% | Add |
| 7 | IEMG | Ishares Core Msci Emerging | +0.3% | +1.41% | Add |
| 8 | TXN | Texas Instruments Inc | +0.3% | NEW | New buy |
| 9 | CASY | Casey's General Stores Inc | +0.3% | NEW | New buy |
| 10 | IWM | Ishares Russell 2000 ETF | +0.2% | +6.38% | Add |
| 11 | IJH | Ishares Core S&p Midcap ETF | +0.2% | +0.95% | Add |
| 12 | IJR | Ishares Core S&p Small-cap E | +0.2% | +0.82% | Add |
| 13 | LLY | Eli Lilly & Co | +0.2% | -0.35% | Trim |
| 14 | NVDA | Nvidia CORP | +0.1% | +0.44% | Add |
| 15 | ETN | Eaton Corporation plc | +0.1% | +0.50% | Add |
| 16 | AVGO | Broadcom Inc | +0.1% | +0.08% | Add |
| 17 | ABBV | Abbvie Inc | +0.1% | -0.13% | Trim |
| 18 | CVS | Cvs Health CORP | +0.1% | +0.90% | Add |
| 19 | MAS | Masco CORP | +0.1% | -1.29% | Trim |
| 20 | IBM | Intl Business Machines CORP | +0.1% | +1.19% | Add |
| 21 | ADI | Analog Devices Inc | +0.1% | -0.53% | Trim |
| 22 | AAPL | Apple Inc | +0.1% | -1.58% | Trim |
| 23 | MS | Morgan Stanley | +0.1% | -10.22% | Trim |
| 24 | NKE | Nike Inc -cl B | +0.1% | +69.92% | Add |
| 25 | AMZN | Amazon.com Inc | +0.1% | -0.85% | Trim |
| 26 | BAC | Bank Of America CORP | +0.1% | +0.48% | Add |
| 27 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | -1.06% | Trim |
| 28 | SPYG | Ss Spdr P S&p 500 Growth ETF | 0% | +0.29% | Add |
| 29 | INTC | Intel CORP | 0% | NEW | New buy |
| 30 | IWL | Ishares Russell Top 200 ETF | 0% | NEW | New buy |
| 31 | CAH | Cardinal Health Inc | 0% | -0.15% | Trim |
| 32 | DIA | Ss Spdr Dow Jones Indus Avg | 0% | — | Unchanged |
| 33 | UNP | Union Pacific CORP | 0% | NEW | New buy |
| 34 | MET | Metlife Inc | 0% | -3.08% | Trim |
| 35 | IVV | Ishares Core S&p 500 ETF | 0% | — | Unchanged |
| 36 | SYY | Sysco CORP | 0% | +2.26% | Add |
| 37 | VTI | Vanguard Total Stock Mkt ETF | 0% | — | Unchanged |
| 38 | ING | Ing Groep N.v.-sponsored Adr | 0% | — | Unchanged |
| 39 | V | Visa Inc-class A Shares | 0% | -2.05% | Trim |
| 40 | JNJ | Johnson & Johnson | 0% | -0.19% | Trim |
| 41 | QQQ | Invesco Qqq Trust Series 1 | 0% | — | Unchanged |
| 42 | IHF | Ishares U.s. Healthcare Prov | 0% | — | Unchanged |
| 43 | PFG | Principal Financial Group | 0% | -0.54% | Trim |
| 44 | QCOM | Qualcomm Inc | 0% | -3.68% | Trim |
| 45 | VBR | Vanguard Small-cap Value ETF | 0% | — | Unchanged |
| 46 | KO | Coca-cola Co/the | — | +3.93% | Add |
| 47 | UPS | United Parcel Service-cl B | — | — | Unchanged |
| 48 | VTV | Vanguard Value ETF | — | — | Unchanged |
| 49 | CWI | State Street Spdr Msci Acwi | — | — | Unchanged |
| 50 | RY | Royal Bank Of Canada | — | — | Unchanged |
According to official SEC Form 13F filings, Iowa State Bank reported a total U.S. public equity portfolio value of $591.7M across 118 disclosed positions in Q2 2026.
During Q2 2026, Iowa State Bank's top holdings by market value included IEFA (5.7%)、SPHY (5.6%)、IJH (5.0%). The largest single position, IEFA, represented 5.7% 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, SPHY, IJH) accounted for 24.1% of total reported equity market value during Q2 2026.
Top New Position Initiated
市值: $3.1M
Top Position Liquidated / Trimmed
6D8
前期市值: $3.1M
In Q2 2026, Iowa State Bank made 93 total portfolio adjustments, initiating 6 new buys, adding to 41 positions, trimming 41 holdings, and fully liquidating 5 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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