Iowa State Bank Top Holdings and 13F Report (2025) About Iowa State BankInvestment ActivityIowa State Bank has $502.07 million in total holdings as of June 30, 2025.Iowa State Bank owns shares of 122 different stocks, but just 50 companies or ETFs make up 80% of its holdings.Approximately 1.61% of the portfolio was purchased this quarter.About 2.48% of the portfolio was sold this quarter.This quarter, Iowa State Bank has purchased 119 new stocks and bought additional shares in 36 stocks.Iowa State Bank sold shares of 57 stocks and completely divested from 2 stocks this quarter.Largest Holdings iShares Core S&P Mid-Cap ETF $23,232,568iShares Core MSCI EAFE ETF $23,098,666Microsoft $20,301,789iShares Core S&P Small-Cap ETF $19,662,255JPMorgan Chase & Co. $19,498,477 Largest New Holdings this Quarter 032654105 - Analog Devices $2,205,969 Holding655844108 - Norfolk Southern $1,217,905 Holding780087102 - Royal Bank Of Canada $204,297 Holding097023105 - Boeing $204,292 Holding46137V613 - Invesco RAFI US 1000 ETF $200,783 Holding Largest Purchases this Quarter Analog Devices 9,268 shares (about $2.21M)Honeywell International 5,355 shares (about $1.25M)Norfolk Southern 4,758 shares (about $1.22M)Waste Management 4,162 shares (about $952.35K)iShares Core S&P Small-Cap ETF 4,413 shares (about $482.30K) Largest Sales this Quarter QUALCOMM 13,978 shares (about $2.23M)Eaton 3,364 shares (about $1.20M)Caterpillar 2,764 shares (about $1.07M)United Parcel Service 7,865 shares (about $793.89K)SPDR S&P 500 ETF Trust 1,258 shares (about $777.26K) 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 PortfolioSectorIJHiShares Core S&P Mid-Cap ETF$23,232,568$109,217 ▼-0.5%374,5984.6%ETFIEFAiShares Core MSCI EAFE ETF$23,098,666$553,222 ▼-2.3%276,6974.6%ETFMSFTMicrosoft$20,301,789$60,684 ▼-0.3%40,8154.0%Computer and TechnologyIJRiShares Core S&P Small-Cap ETF$19,662,255$482,297 ▲2.5%179,9093.9%ETFJPMJPMorgan Chase & Co.$19,498,477$152,493 ▼-0.8%67,2573.9%FinanceAAPLApple$16,464,072$24,826 ▼-0.2%80,2463.3%Computer and TechnologyNVDANVIDIA$13,864,570$109,487 ▲0.8%87,7562.8%Computer and TechnologyIEMGiShares Core MSCI Emerging Markets ETF$13,208,521$113,577 ▼-0.9%220,0322.6%ETFSPHYSPDR Portfolio High Yield Bond ETF$13,026,645$197,730 ▲1.5%547,3382.6%ETFAMZNAmazon.com$10,648,971$96,751 ▲0.9%48,5392.1%Retail/WholesaleMETAMeta Platforms$10,582,734$127,690 ▲1.2%14,3382.1%Computer and TechnologyABBVAbbVie$9,620,685$12,622 ▼-0.1%51,8301.9%MedicalCSCOCisco Systems$9,260,357$69,796 ▼-0.7%133,4731.8%Computer and TechnologyEMREmerson Electric$9,186,037$577,319 ▼-5.9%68,8971.8%IndustrialsMSMorgan Stanley$8,879,814$212,699 ▼-2.3%63,0401.8%FinanceCAHCardinal Health$8,434,944$10,416 ▼-0.1%50,2081.7%MedicalGOOGLAlphabet$8,341,142$63,443 ▲0.8%47,3311.7%Computer and TechnologyBRK.BBerkshire Hathaway$8,071,069$223,454 ▼-2.7%16,6151.6%FinanceETNEaton$7,490,364$1,200,914 ▼-13.8%20,9821.5%IndustrialsORCLOracle$7,314,704$10,932 ▲0.1%33,4571.5%Computer and TechnologyIBMInternational Business Machines$7,048,779$579,537 ▼-7.6%23,9121.4%Computer and TechnologyJNJJohnson & Johnson$6,843,200$44,603 ▼-0.6%44,8001.4%MedicalVVisa$6,654,702$29,469 ▲0.4%18,7431.3%Business ServicesDIASPDR Dow Jones Industrial Average ETF Trust$6,539,2460.0%14,8401.3%FinancePGProcter & Gamble$6,351,132$20,552 ▼-0.3%39,8641.3%Consumer StaplesSPYSPDR S&P 500 ETF Trust$6,220,514$777,255 ▼-11.1%10,0681.2%FinanceCVXChevron$6,119,941$14,749 ▼-0.2%42,7401.2%EnergyXOMExxon Mobil$5,903,020$69,100 ▼-1.2%54,7591.2%EnergyCRMSalesforce$5,640,865$7,635 ▲0.1%20,6861.1%Computer and TechnologyRTXRTX$5,406,537$6,279 ▼-0.1%37,0261.1%AerospaceBRK.ABerkshire Hathaway$5,101,6000.0%71.0%FinanceAVGOBroadcom$5,036,677$74,701 ▲1.5%18,2721.0%Computer and TechnologyUPSUnited Parcel Service$4,912,346$793,893 ▼-13.9%48,6661.0%TransportationPRUPrudential Financial$4,904,206$44,265 ▼-0.9%45,6461.0%FinancePEPPepsiCo$4,703,397$66,548 ▼-1.4%35,6210.9%Consumer StaplesICEIntercontinental Exchange$4,603,996$33,942 ▲0.7%25,0940.9%FinanceBACBank of America$4,593,258$48,834 ▲1.1%97,0680.9%FinancePANWPalo Alto Networks$4,507,196$14,529 ▲0.3%22,0250.9%Computer and TechnologyLLYEli Lilly and Company$4,355,234$27,284 ▲0.6%5,5870.9%MedicalPalantir Technologies Inc$4,051,567$11,587 ▲0.3%29,7210.8%ComBlackRock, Inc.$3,882,225$45,118 ▼-1.1%3,7000.8%ComTFCTruist Financial$3,850,743$79,231 ▼-2.0%89,5730.8%FinanceMETMetLife$3,843,272$336,799 ▼-8.1%47,7900.8%FinanceCATCaterpillar$3,670,914$1,073,013 ▼-22.6%9,4560.7%IndustrialsAMTAmerican Tower$3,480,623$24,091 ▲0.7%15,7480.7%FinanceVZVerizon Communications$3,468,437$7,789 ▲0.2%80,1580.7%Computer and TechnologyDISWalt Disney$3,285,149$32,987 ▲1.0%26,4910.7%Consumer DiscretionaryYUMYum! Brands$3,143,342$77,794 ▲2.5%21,2130.6%Retail/WholesaleHONHoneywell International$3,114,071$1,247,072 ▲66.8%13,3720.6%Multi-Sector ConglomeratesWMWaste Management$3,045,594$952,349 ▲45.5%13,3100.6%Business ServicesMCDMcDonald's$3,032,725$78,886 ▼-2.5%10,3800.6%Retail/WholesaleLOWLowe's Companies$2,971,949$61,458 ▼-2.0%13,3950.6%Retail/WholesaleEOGEOG Resources$2,889,778$1,316 ▲0.0%24,1600.6%EnergySCHWCharles Schwab$2,775,065$13,686 ▲0.5%30,4150.6%FinanceAMGNAmgen$2,751,615$53,329 ▼-1.9%9,8550.5%MedicalFCXFreeport-McMoRan$2,738,333$41,703 ▲1.5%63,1680.5%Basic MaterialsGILDGilead Sciences$2,714,098$58,872 ▼-2.1%24,4800.5%MedicalMASMasco$2,649,315$21,689 ▲0.8%41,1640.5%ConstructionWMTWalmart$2,633,802$1,956 ▲0.1%26,9360.5%Retail/WholesaleDUKDuke Energy$2,598,596$69,856 ▼-2.6%22,0220.5%UtilitiesDLRDigital Realty Trust$2,562,651$55,960 ▼-2.1%14,7000.5%FinanceLinde Plc$2,525,596$47,856 ▼-1.9%5,3830.5%ComSPYGSPDR Portfolio S&P 500 Growth ETF$2,468,216$218,759 ▼-8.1%25,8940.5%ETFAGGiShares Core U.S. Aggregate Bond ETF$2,430,896$377,754 ▼-13.4%24,5050.5%FinancePYPLPayPal$2,378,537$25,269 ▲1.1%32,0040.5%Business ServicesMDLZMondelez International$2,334,166$42,555 ▼-1.8%34,6110.5%Consumer StaplesBMYBristol Myers Squibb$2,277,653$58,835 ▼-2.5%49,2040.5%MedicalPFEPfizer$2,270,173$38,832 ▼-1.7%93,6540.5%MedicalNKENIKE$2,253,673$24,651 ▼-1.1%31,7240.4%Consumer DiscretionaryMRKMerck & Co., Inc.$2,238,328$67,840 ▼-2.9%28,2760.4%MedicalADIAnalog Devices$2,205,969$2,205,969 ▲New Holding9,2680.4%Computer and TechnologyCOSTCostco Wholesale$2,175,888$31,678 ▲1.5%2,1980.4%Retail/WholesaleJCIJohnson Controls International$2,071,103$58,302 ▲2.9%19,6090.4%ConstructionTJXTJX Companies$2,034,004$16,054 ▲0.8%16,4710.4%Retail/WholesaleCORCencora$2,026,386$28,186 ▲1.4%6,7580.4%MedicalIVViShares Core S&P 500 ETF$2,006,749$3,105 ▼-0.2%3,2320.4%ETFABTAbbott Laboratories$1,993,499$14,961 ▲0.8%14,6570.4%MedicalCOPConocoPhillips$1,991,600$9,871 ▲0.5%22,1930.4%EnergyDDDuPont de Nemours$1,757,482$19,274 ▲1.1%25,6230.4%Basic MaterialsCMCSAComcast$1,710,729$57,961 ▼-3.3%47,9330.3%Consumer DiscretionaryMDTMedtronic$1,584,925$14,034 ▲0.9%18,1820.3%MedicalVTVVanguard Value ETF$1,571,3950.0%8,8910.3%ETFEXCExelon$1,446,841$46,676 ▼-3.1%33,3220.3%UtilitiesCVSCVS Health$1,434,508$19,866 ▼-1.4%20,7960.3%MedicalCommunity State Bank Capital Stock$1,429,5630.0%2850.3%ComSYYSysco$1,395,964$33,477 ▼-2.3%18,4310.3%Consumer StaplesOMCOmnicom Group$1,315,998$42,445 ▼-3.1%18,2930.3%Business ServicesVTIVanguard Total Stock Market ETF$1,229,7010.0%4,0460.2%ETFNSCNorfolk Southern$1,217,905$1,217,905 ▲New Holding4,7580.2%TransportationDOWDOW$938,213$265 ▼0.0%35,4310.2%Basic MaterialsHDHome Depot$791,2090.0%2,1580.2%Retail/WholesalePGXInvesco Preferred ETF$724,140$404,609 ▼-35.8%65,0620.1%ETFINGING Group$692,142$1,334 ▼-0.2%31,6480.1%FinanceDFIVDimensional International Value ETF$677,2280.0%15,8120.1%ETFIWMiShares Russell 2000 ETF$666,7910.0%3,0900.1%FinanceCWISPDR MSCI ACWI ex-US ETF$588,043$75,706 ▼-11.4%18,0050.1%ETFDFNMDimensional National Municipal Bond ETF$534,5840.0%11,2710.1%ETFQCOMQUALCOMM$533,202$2,226,134 ▼-80.7%3,3480.1%Computer and TechnologyVBRVanguard Small-Cap Value ETF$493,5700.0%2,5310.1%ETFQQQInvesco QQQ$492,063$53,509 ▼-9.8%8920.1%FinanceShowing 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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