Iowa State Bank 13F Holdings · Q3 2026
Iowa State Bank reported 116 securities worth $591.71M in its SEC 13F filing for Q3 2026 (period ended 2026-09-30). Top holdings: IEFA (5.98%), SPHY (5.86%), AAPL (4.81%). Among its top 25 positions this quarter: 11 added, 13 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IEFA | iShares Core MSCI EAFE ETF | $35.4M | 5.98% | 365,493 | Added |
| 2 | SPHY | State Street SPDR Portfolio High Yield ETF | $34.7M | 5.86% | 1.5M | Added |
| 3 | AAPL | Apple Inc | $28.5M | 4.81% | 85,537 | Added |
| 4 | IJH | iShares Core S&P Mid Cap 400 Index ETF | $28.2M | 4.77% | 392,508 | Added |
| 5 | IEMG | iShares Core MSCI Emerging Mkts ETF | $23.2M | 3.92% | 285,500 | Added |
| 6 | MSFT | Microsoft Corp | $22.3M | 3.76% | 43,399 | Added |
| 7 | NVDA | NVIDIA Corp | $21.5M | 3.63% | 93,960 | Added |
| 8 | JPM | JP Morgan Chase & Co | $19.4M | 3.28% | 58,592 | Trimmed |
| 9 | GOOGL | Alphabet Inc Class A | $18.1M | 3.06% | 52,673 | Trimmed |
| 10 | IJR | iShares Core S&P Small Cap 600 ETF | $14.0M | 2.36% | 102,602 | Added |
| 11 | CSCO | Cisco Systems Inc | $13.2M | 2.24% | 122,898 | Trimmed |
| 12 | ABBV | Abbvie Inc | $11.5M | 1.95% | 44,079 | Trimmed |
| 13 | AMZN | Amazon Inc | $11.3M | 1.91% | 45,250 | Trimmed |
| 14 | MS | Morgan Stanley | $10.0M | 1.70% | 53,406 | Added |
| 15 | EMR | Emerson Electric Co | $9.6M | 1.62% | 61,866 | Trimmed |
| 16 | META | Meta Platforms Inc | $9.0M | 1.51% | 12,361 | Trimmed |
| 17 | CVX | Chevron Corp | $8.8M | 1.50% | 43,337 | Added |
| 18 | IWM | iShares Russell 2000 Index ETF | $8.8M | 1.48% | 31,507 | Added |
| 19 | PANW | Palo Alto Networks Inc | $8.4M | 1.43% | 21,236 | Trimmed |
| 20 | CAH | Cardinal Health Inc | $8.4M | 1.42% | 37,726 | Trimmed |
| 21 | JNJ | Johnson & Johnson | $8.3M | 1.40% | 31,226 | Trimmed |
| 22 | ETN | Eaton Corp PLC | $8.1M | 1.37% | 18,920 | Trimmed |
| 23 | DIA | State Street SPDR Dow Jones Indl Average | $7.5M | 1.28% | 14,840 | Hold |
| 24 | BRKB | Berkshire Hathaway Inc Cl B | $7.4M | 1.26% | 14,961 | Trimmed |
| 25 | SPY | State Street SPDR S&P 500 ETF Trust | $7.3M | 1.23% | 9,569 | Trimmed |
Source: SEC Form 13F filings · as of 2026-09-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR