Iowa State Bank
119 holdingsFiling period: 2026-03-31Current AUM: $618.0Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | SPHY | State Street SPDR Portfolio High Yield ETF | 1.39M | $32.5M | $32.4M | 5.24% | +796.1K | 2026-03-31 |
| 2 | IEFA | iShares Core MSCI EAFE ETF | 345.4K | $31.3M | $33.9M | 5.49% | +21.6K | 2026-03-31 |
| 3 | IJH | iShares Core S&P Mid-Cap 400 Index ETF | 380.4K | $25.7M | $28.6M | 4.63% | -5,543 | 2026-03-31 |
| 4 | IEMG | iShares Core MSCI Emerging Mkts ETF | 278.0K | $19.4M | $21.6M | 3.49% | +64.5K | 2026-03-31 |
| 5 | JPM | JP Morgan Chase & Co | 65.5K | $19.3M | $23.1M | 3.73% | +1.8K | 2026-03-31 |
| 6 | AAPL | Apple Inc | 75.9K | $19.3M | $23.5M | 3.80% | -2,638 | 2026-03-31 |
| 7 | GOOGL | Alphabet Inc Class A | 60.1K | $17.3M | $21.4M | 3.46% | -3,175 | 2026-03-31 |
| 8 | NVDA | NVIDIA Corp | 93.0K | $16.2M | $18.7M | 3.02% | +4.6K | 2026-03-31 |
| 9 | MSFT | Microsoft Corp | 40.3K | $14.9M | $18.7M | 3.03% | +153 | 2026-03-31 |
| 10 | IJR | iShares Core S&P Small-Cap 600 ETF | 101.5K | $12.6M | $14.8M | 2.39% | -57,114 | 2026-03-31 |
| 11 | XOM | Exxon Mobil Corp | 69.6K | $11.8M | $10.8M | 1.75% | +5.4K | 2026-03-31 |
| 12 | XOM | Exxon Mobil Corp | 69.6K | $11.8M | $10.8M | 1.75% | +5.4K | 2026-03-31 |
| 13 | CSCO | Cisco Systems Inc | 132.9K | $10.3M | $15.4M | 2.49% | +2.7K | 2026-03-31 |
| 14 | AMZN | Amazon Inc | 47.4K | $9.9M | $12.9M | 2.08% | -1,182 | 2026-03-31 |
| 15 | ABBV | Abbvie Inc | 45.3K | $9.9M | $11.4M | 1.84% | -5,040 | 2026-03-31 |
| 16 | MS | Morgan Stanley | 59.1K | $9.7M | $12.4M | 2.01% | -531 | 2026-03-31 |
| 17 | CVX | Chevron Corp | 41.9K | $8.7M | $8.3M | 1.34% | +2.3K | 2026-03-31 |
| 18 | EMR | Emerson Electric Co | 63.5K | $8.3M | $9.5M | 1.54% | -939 | 2026-03-31 |
| 19 | JNJ | Johnson & Johnson | 33.3K | $8.1M | $8.5M | 1.38% | -3,548 | 2026-03-31 |
| 20 | CAH | Cardinal Health Inc | 38.2K | $8.1M | $8.8M | 1.42% | -9,136 | 2026-03-31 |
| 21 | META | Meta Platforms Inc | 13.3K | $7.6M | $7.4M | 1.20% | +1.8K | 2026-03-31 |
| 22 | BRK-B | Berkshire Hathaway Inc Cl B | 15.5K | $7.4M | $7.4M | 1.20% | -905 | 2026-03-31 |
| 23 | IWM | iShares Russell 2000 Index ETF | 28.8K | $7.1M | $8.4M | 1.36% | +25.7K | 2026-03-31 |
| 24 | — | Eaton Corp PLC | 19.3K | $6.9M | $6.9M | 1.12% | -26 | 2026-03-31 |
| 25 | DIA | State Street SPDR Dow Jones Indl Average | 14.8K | $6.9M | $7.8M | 1.26% | -- | 2026-03-31 |
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