Iowa State Bank Top Holdings and 13F Report (2026) About Iowa State BankInvestment ActivityIowa State Bank has $543.44 million in total holdings as of March 31, 2026.Iowa State Bank owns shares of 117 different stocks, but just 46 companies or ETFs make up 80% of its holdings.Approximately 8.95% of the portfolio was purchased this quarter.About 5.27% of the portfolio was sold this quarter.This quarter, Iowa State Bank has purchased 120 new stocks and bought additional shares in 38 stocks.Iowa State Bank sold shares of 56 stocks and completely divested from 7 stocks this quarter.Largest Holdings SPDR Portfolio High Yield Bond ETF $32,480,539iShares Core MSCI EAFE ETF $31,271,778iShares Core S&P Mid-Cap ETF $25,686,184iShares Core MSCI Emerging Markets ETF $19,387,571JPMorgan Chase & Co. $19,281,011 Largest New Holdings this Quarter 191216100 - CocaCola $3,289,315 Holding64110L106 - Netflix $2,319,811 Holding595112103 - Micron Technology $1,473,320 Holding209115104 - Consolidated Edison $212,778 Holding Largest Purchases this Quarter SPDR Portfolio High Yield Bond ETF 796,051 shares (about $18.56M)iShares Russell 2000 ETF 25,710 shares (about $6.38M)iShares Core MSCI Emerging Markets ETF 64,533 shares (about $4.50M)CocaCola 43,252 shares (about $3.29M)Netflix 24,127 shares (about $2.32M) Largest Sales this Quarter iShares Core S&P Small-Cap ETF 57,114 shares (about $7.10M)Cardinal Health 9,136 shares (about $1.93M)AbbVie 5,040 shares (about $1.10M)Bristol Myers Squibb 16,370 shares (about $992.84K)Alphabet 3,175 shares (about $913.00K) Sector Allocation Over TimeMap of 500 Largest Holdings ofIowa State Bank Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSPHYSPDR Portfolio High Yield Bond ETF$32,480,539$18,563,909 ▲133.4%1,392,8196.0%ETFIEFAiShares Core MSCI EAFE ETF$31,271,778$1,952,461 ▲6.7%345,4305.8%ETFIJHiShares Core S&P Mid-Cap ETF$25,686,184$374,319 ▼-1.4%380,3674.7%ETFIEMGiShares Core MSCI Emerging Markets ETF$19,387,571$4,501,177 ▲30.2%277,9583.6%ETFJPMJPMorgan Chase & Co.$19,281,011$523,311 ▲2.8%65,5463.5%FinanceAAPLApple$19,270,275$669,498 ▼-3.4%75,9303.5%Computer and TechnologyGOOGLAlphabet$17,272,579$913,003 ▼-5.0%60,0663.2%Computer and TechnologyNVDANVIDIA$16,225,653$803,984 ▲5.2%93,0373.0%Computer and TechnologyMSFTMicrosoft$14,899,343$56,636 ▲0.4%40,2502.7%Computer and TechnologyIJRiShares Core S&P Small-Cap ETF$12,622,189$7,099,841 ▼-36.0%101,5382.3%ETFXOMExxonMobil$11,801,210$915,316 ▲8.4%69,5582.2%EnergyCSCOCisco Systems$10,310,702$206,467 ▲2.0%132,8871.9%Computer and TechnologyAMZNAmazon.com$9,877,830$246,175 ▼-2.4%47,4281.8%Retail/WholesaleABBVAbbVie$9,857,952$1,096,150 ▼-10.0%45,3261.8%MedicalMSMorgan Stanley$9,721,314$87,387 ▼-0.9%59,0711.8%FinanceCVXChevron$8,677,800$469,042 ▲5.7%41,9421.6%EnergyEMREmerson Electric$8,322,259$123,028 ▼-1.5%63,5191.5%IndustrialsJNJJohnson & Johnson$8,139,363$867,273 ▼-9.6%33,2981.5%MedicalCAHCardinal Health$8,067,604$1,930,528 ▼-19.3%38,1791.5%MedicalMETAMeta Platforms$7,616,195$1,005,232 ▲15.2%13,3121.4%Computer and TechnologyBRK.BBerkshire Hathaway$7,432,871$433,676 ▼-5.5%15,5111.4%FinanceIWMiShares Russell 2000 ETF$7,142,400$6,376,080 ▲832.0%28,8001.3%FinanceETNEaton$6,897,666$9,299 ▼-0.1%19,2851.3%IndustrialsDIASPDR Dow Jones Industrial Average ETF Trust$6,874,7950.0%14,8401.3%FinanceRTXRTX$6,759,602$78,317 ▼-1.1%35,0421.2%AerospaceSPYSPDR S&P 500 ETF Trust$6,453,974$313,464 ▼-4.6%9,9241.2%FinanceCATCaterpillar$6,294,667$116,896 ▼-1.8%8,8851.2%IndustrialsIBMInternational Business Machines$6,031,875$504,171 ▲9.1%24,8851.1%Computer and TechnologyPalantir Technologies Inc$5,513,878$936,923 ▲20.5%37,6941.0%ComAVGOBroadcom$5,484,208$351,603 ▲6.9%17,7191.0%Computer and TechnologyDUKDuke Energy$5,480,887$200,338 ▲3.8%41,8581.0%UtilitiesVVisa$5,244,166$150,213 ▼-2.8%17,3511.0%Business ServicesORCLOracle$5,207,400$544,454 ▲11.7%35,3981.0%Computer and TechnologyPGProcter & Gamble$5,155,208$337,412 ▼-6.1%35,6910.9%Consumer StaplesBRK.ABerkshire Hathaway$5,026,9800.0%70.9%FinancePEPPepsiCo$4,920,053$3,727 ▼-0.1%31,6830.9%Consumer StaplesYUMYum! Brands$4,760,487$10,728 ▲0.2%30,6180.9%Retail/WholesaleLLYEli Lilly and Company$4,725,778$476,441 ▼-9.2%5,1380.9%MedicalPRUPrudential Financial$4,586,839$157,476 ▲3.6%46,9530.8%FinanceBACBank of America$4,548,131$87,506 ▼-1.9%93,2950.8%FinanceVZVerizon Communications$4,527,789$297,837 ▼-6.2%90,1950.8%Computer and TechnologyCRMSalesforce$3,608,704$212,990 ▲6.3%19,3320.7%Computer and TechnologyDISWalt Disney$3,534,062$25,059 ▲0.7%36,6680.7%Consumer DiscretionaryICEIntercontinental Exchange$3,469,597$5,033 ▼-0.1%22,0600.6%FinancePANWPalo Alto Networks$3,435,818$95,711 ▲2.9%21,4310.6%Computer and TechnologyBlackRock, Inc.$3,390,028$72,128 ▼-2.1%3,5250.6%ComAMGNAmgen$3,351,723$36,944 ▼-1.1%9,5260.6%MedicalTFCTruist Financial$3,300,324$710,742 ▼-17.7%71,7930.6%FinanceKOCocaCola$3,289,315$3,289,315 ▲New Holding43,2520.6%Consumer StaplesUPSUnited Parcel Service$3,154,063$12,593 ▼-0.4%32,0600.6%TransportationADIAnalog Devices$3,152,449$20,043 ▲0.6%9,9090.6%Computer and TechnologyMCDMcDonald's$3,090,496$62,780 ▼-2.0%9,9440.6%Retail/WholesaleDDDuPont de Nemours$3,080,371$1,913,066 ▲163.9%67,2570.6%Basic MaterialsWMWaste Management$3,076,658$12,409 ▲0.4%13,3890.6%Business ServicesHONHoneywell International$3,029,254$34,357 ▲1.1%13,4020.6%Multi-Sector ConglomeratesLOWLowe's Companies$2,918,531$137,515 ▼-4.5%12,3520.5%Retail/WholesaleWal-Mart Stores Inc$2,853,966$222,461 ▼-7.2%22,9640.5%ComSCHWCharles Schwab$2,842,989$1,410 ▼0.0%30,2510.5%FinanceAMTAmerican Tower$2,784,751$303,050 ▲12.2%16,1360.5%FinanceLinde Plc$2,614,142$69,902 ▼-2.6%5,2730.5%ComJCIJohnson Controls International$2,612,583$4,976 ▼-0.2%19,9510.5%ConstructionMETMetLife$2,606,315$679,266 ▼-20.7%36,8540.5%FinanceGILDGilead Sciences$2,600,923$563,334 ▼-17.8%18,6620.5%MedicalDLRDigital Realty Trust$2,579,526$12,254 ▼-0.5%14,3140.5%FinanceTAT&T$2,534,422$81,520 ▲3.3%87,4240.5%Computer and TechnologyPFEPfizer$2,465,003$41,362 ▼-1.7%87,7850.5%MedicalTJXTJX Companies$2,417,219$48,389 ▼-2.0%15,1360.4%Retail/WholesaleSPYGSPDR Portfolio S&P 500 Growth ETF$2,331,041$176,042 ▼-7.0%23,8080.4%ETFNFLXNetflix$2,319,811$2,319,811 ▲New Holding24,1270.4%Consumer DiscretionaryIVViShares Core S&P 500 ETF$2,137,956$47,031 ▲2.2%3,2730.4%ETFCORCencora$2,125,471$27,330 ▼-1.3%6,7660.4%MedicalCOSTCostco Wholesale$2,109,442$26,904 ▲1.3%2,1170.4%Retail/WholesaleMASMasco$2,093,873$13,704 ▲0.7%34,6840.4%ConstructionAGGiShares Core U.S. Aggregate Bond ETF$2,024,512$474,411 ▼-19.0%20,3940.4%FinanceFCXFreeport-McMoRan$1,974,538$909,150 ▼-31.5%33,5920.4%Basic MaterialsBMYBristol Myers Squibb$1,845,458$992,840 ▼-35.0%30,4280.3%MedicalVTVVanguard Value ETF$1,744,4140.0%8,8910.3%ETFABTAbbott Laboratories$1,731,119$301,234 ▲21.1%16,8610.3%MedicalMDLZMondelez International$1,723,724$112,340 ▼-6.1%29,9050.3%Consumer StaplesEXCExelon$1,592,611$9,951 ▼-0.6%32,4890.3%UtilitiesNKENIKE$1,481,020$84,354 ▲6.0%28,0390.3%Consumer DiscretionaryCVSCVS Health$1,474,752$49,484 ▼-3.2%20,5340.3%MedicalMUMicron Technology$1,473,320$1,473,320 ▲New Holding4,3610.3%Computer and TechnologyVTIVanguard Total Stock Market ETF$1,329,757$31,760 ▲2.4%4,1450.2%ETFSYYSysco$1,264,324$8,774 ▲0.7%17,7250.2%Consumer StaplesMDTMedtronic$1,236,929$324,071 ▼-20.8%14,2750.2%MedicalDFIVDimensional International Value ETF$834,5570.0%15,8120.2%ETFINGING Group$820,757$2,110 ▼-0.3%31,5070.2%FinanceHDHome Depot$651,2020.0%1,9800.1%Retail/WholesaleCWISPDR MSCI ACWI ex-US ETF$634,690$7,391 ▼-1.2%17,3460.1%ETFQQQInvesco QQQ$581,220$8,658 ▼-1.5%1,0070.1%FinanceDFNMDimensional National Municipal Bond ETF$540,2190.0%11,2710.1%ETFWFCWells Fargo & Company$500,1100.0%6,2820.1%FinancePrincipal Financial Group$496,236$20,095 ▼-3.9%5,5070.1%ComVEAVanguard FTSE Developed Markets ETF$492,967$11,663 ▲2.4%7,6930.1%ETFVBRVanguard Small-Cap Value ETF$456,008$93,852 ▼-17.1%2,0990.1%ETFMUBiShares National Muni Bond ETF$449,545$11,570 ▲2.6%4,2350.1%ETFIHFiShares U.S. Healthcare Providers ETF$418,5000.0%10,0000.1%ETFSPYVSPDR Portfolio S&P 500 Value ETF$401,7180.0%7,1000.1%ETFDEDeere & Company$361,639$38,304 ▲11.8%6420.1%IndustrialsShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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