Iowa State Bank
120 holdingsFiling period: 2026-06-30Current AUM: $633.4Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | IEFA | iShares Core MSCI EAFE ETF | 352.9K | $34.1M | $33.9M | 5.35% | +7.5K | 2026-06-30 |
| 2 | SPHY | State Street SPDR Portfolio High Yield ETF | 1.44M | $33.6M | $32.3M | 5.11% | +42.8K | 2026-06-30 |
| 3 | IJH | iShares Core S&P Mid Cap 400 Index ETF | 384.0K | $29.6M | $28.0M | 4.42% | +3.6K | 2026-06-30 |
| 4 | IEMG | iShares Core MSCI Emerging Mkts ETF | 281.9K | $23.4M | $21.2M | 3.35% | +3.9K | 2026-06-30 |
| 5 | AAPL | Apple Inc | 74.7K | $21.6M | $25.7M | 4.06% | -1,196 | 2026-06-30 |
| 6 | GOOGL | Alphabet Inc Class A | 60.2K | $21.5M | $19.1M | 3.01% | +86 | 2026-06-30 |
| 7 | JPM | JP Morgan Chase & Co | 61.5K | $20.1M | $20.5M | 3.24% | -4,074 | 2026-06-30 |
| 8 | NVDA | NVIDIA Corp | 93.4K | $18.7M | $20.2M | 3.19% | +407 | 2026-06-30 |
| 9 | IJR | iShares Core S&P Small Cap 600 ETF | 102.4K | $15.2M | $14.2M | 2.25% | +830 | 2026-06-30 |
| 10 | MSFT | Microsoft Corp | 40.2K | $15.0M | $21.4M | 3.38% | -73 | 2026-06-30 |
| 11 | CSCO | Cisco Systems Inc | 124.4K | $14.6M | $13.7M | 2.16% | -8,529 | 2026-06-30 |
| 12 | ABBV | Abbvie Inc | 45.3K | $11.4M | $13.0M | 2.05% | -60 | 2026-06-30 |
| 13 | AMZN | Amazon Inc | 47.0K | $11.2M | $11.7M | 1.85% | -402 | 2026-06-30 |
| 14 | MS | Morgan Stanley | 53.0K | $11.1M | $9.7M | 1.54% | -6,035 | 2026-06-30 |
| 15 | XOM | Exxon Mobil Corp | 70.1K | $9.6M | $12.9M | 2.04% | +521 | 2026-06-30 |
| 16 | XOM | Exxon Mobil Corp | 70.1K | $9.6M | $12.9M | 2.04% | +521 | 2026-06-30 |
| 17 | CAT | Caterpillar Inc | 9.0K | $9.5M | $6.2M | 0.98% | +72 | 2026-06-30 |
| 18 | IWM | iShares Russell 2000 Index ETF | 30.6K | $9.2M | $8.5M | 1.34% | +1.8K | 2026-06-30 |
| 19 | EMR | Emerson Electric Co | 63.4K | $9.1M | $10.3M | 1.62% | -116 | 2026-06-30 |
| 20 | CAH | Cardinal Health Inc | 38.1K | $9.1M | $9.6M | 1.51% | -58 | 2026-06-30 |
| 21 | JNJ | Johnson & Johnson | 33.4K | $8.5M | $8.9M | 1.40% | +96 | 2026-06-30 |
| 22 | — | Eaton Corp PLC | 19.4K | $8.3M | $8.3M | 1.30% | +97 | 2026-06-30 |
| 23 | META | Meta Platforms Inc | 14.5K | $8.2M | $9.1M | 1.44% | +1.2K | 2026-06-30 |
| 24 | DIA | State Street SPDR Dow Jones Indl Average | 14.8K | $7.8M | $7.8M | 1.23% | -- | 2026-06-30 |
| 25 | BRK-B | Berkshire Hathaway Inc Cl B | 15.4K | $7.7M | $7.7M | 1.21% | -150 | 2026-06-30 |
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