Iowa State Bank Top Holdings and 13F Report (2025) About Iowa State BankInvestment ActivityIowa State Bank has $471.02 million in total holdings as of March 31, 2025.Iowa State Bank owns shares of 119 different stocks, but just 50 companies or ETFs make up 80% of its holdings.Approximately 6.17% of the portfolio was purchased this quarter.About 7.01% of the portfolio was sold this quarter.This quarter, Iowa State Bank has purchased 106 new stocks and bought additional shares in 33 stocks.Iowa State Bank sold shares of 59 stocks and completely divested from 3 stocks this quarter.Largest Holdings iShares Core S&P Mid-Cap ETF $21,960,548iShares Core MSCI EAFE ETF $21,433,461iShares Core S&P Small-Cap ETF $18,351,617Apple $17,851,922JPMorgan Chase & Co. $16,627,170 Largest New Holdings this Quarter 09290D101 - BlackRock, Inc. $3,542,675 Holding922908744 - Vanguard Value ETF $1,535,831 HoldingG51502105 - Johnson Controls International $1,526,656 Holding260557103 - DOW $1,237,600 Holding922908769 - Vanguard Total Stock Market ETF $1,112,003 Holding Largest Purchases this Quarter iShares Core S&P Small-Cap ETF 51,757 shares (about $5.41M)BlackRock, Inc. 3,743 shares (about $3.54M)SPDR Portfolio High Yield Bond ETF 106,211 shares (about $2.49M)Abbott Laboratories 12,635 shares (about $1.68M)Vanguard Value ETF 8,891 shares (about $1.54M) Largest Sales this Quarter Invesco Preferred ETF 1,011,717 shares (about $11.35M)iShares Core MSCI EAFE ETF 47,917 shares (about $3.62M)Procter & Gamble 9,058 shares (about $1.54M)Meta Platforms 2,493 shares (about $1.44M)JPMorgan Chase & Co. 5,094 shares (about $1.25M) 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$21,960,548$937,743 ▲4.5%376,3594.7%ETFIEFAiShares Core MSCI EAFE ETF$21,433,461$3,624,921 ▼-14.5%283,3244.6%ETFIJRiShares Core S&P Small-Cap ETF$18,351,617$5,412,230 ▲41.8%175,4963.9%ETFAAPLApple$17,851,922$520,895 ▲3.0%80,3673.8%Computer and TechnologyJPMJPMorgan Chase & Co.$16,627,170$1,249,558 ▼-7.0%67,7833.5%FinanceMSFTMicrosoft$15,367,340$115,996 ▲0.8%40,9373.3%Computer and TechnologySPHYSPDR Portfolio High Yield Bond ETF$12,624,083$2,487,462 ▲24.5%539,0302.7%ETFIEMGiShares Core MSCI Emerging Markets ETF$11,977,238$808,632 ▲7.2%221,9242.5%ETFABBVAbbVie$10,873,669$317,842 ▼-2.8%51,8982.3%MedicalNVDANVIDIA$9,435,888$145,012 ▼-1.5%87,0632.0%Computer and TechnologyAMZNAmazon.com$9,151,125$198,631 ▲2.2%48,0981.9%Retail/WholesaleBRK.BBerkshire Hathaway$9,093,804$427,129 ▼-4.5%17,0751.9%FinanceCSCOCisco Systems$8,298,699$856,165 ▼-9.4%134,4791.8%Computer and TechnologyMETAMeta Platforms$8,164,139$1,436,865 ▼-15.0%14,1651.7%Computer and TechnologyEMREmerson Electric$8,028,608$169,503 ▼-2.1%73,2271.7%IndustrialsMSMorgan Stanley$7,531,049$114,103 ▲1.5%64,5501.6%FinanceJNJJohnson & Johnson$7,478,057$64,014 ▼-0.8%45,0921.6%MedicalGOOGLAlphabet$7,263,595$589,488 ▼-7.5%46,9711.5%Computer and TechnologyCVXChevron$7,167,205$213,295 ▼-2.9%42,8431.5%EnergyCAHCardinal Health$6,925,698$344,425 ▼-4.7%50,2701.5%MedicalPGProcter & Gamble$6,815,607$1,543,664 ▼-18.5%39,9931.4%Consumer StaplesETNEaton$6,617,973$268,568 ▲4.2%24,3461.4%IndustrialsXOMExxon Mobil$6,588,722$208,009 ▼-3.1%55,4001.4%EnergyVVisa$6,539,584$39,252 ▼-0.6%18,6601.4%Business ServicesIBMInternational Business Machines$6,434,823$302,619 ▼-4.5%25,8781.4%Computer and TechnologySPYSPDR S&P 500 ETF Trust$6,335,651$1,021,446 ▼-13.9%11,3261.3%FinanceDIASPDR Dow Jones Industrial Average ETF Trust$6,231,019$12,596 ▼-0.2%14,8401.3%FinanceUPSUnited Parcel Service$6,217,845$265,956 ▼-4.1%56,5311.3%TransportationBRK.ABerkshire Hathaway$5,589,0910.0%71.2%FinanceCRMSalesforce$5,543,781$110,296 ▼-2.0%20,6581.2%Computer and TechnologyPEPPepsiCo$5,416,583$736,205 ▼-12.0%36,1251.1%Consumer StaplesPRUPrudential Financial$5,143,757$27,585 ▼-0.5%46,0581.1%FinanceRTXRTX$4,910,160$219,354 ▲4.7%37,0691.0%AerospaceORCLOracle$4,670,633$187,765 ▼-3.9%33,4071.0%Computer and TechnologyLLYEli Lilly and Company$4,585,452$148,664 ▼-3.1%5,5521.0%MedicalICEIntercontinental Exchange$4,296,803$911,663 ▼-17.5%24,9090.9%FinanceMETMetLife$4,173,314$41,751 ▼-1.0%51,9780.9%FinanceCATCaterpillar$4,030,156$124,335 ▼-3.0%12,2200.9%IndustrialsBACBank of America$4,007,582$251,215 ▲6.7%96,0360.9%FinanceTFCTruist Financial$3,761,768$66,540 ▲1.8%91,4160.8%FinancePANWPalo Alto Networks$3,746,231$206,816 ▼-5.2%21,9540.8%Computer and TechnologyVZVerizon Communications$3,627,802$440,083 ▲13.8%79,9780.8%Computer and TechnologyBlackRock, Inc.$3,542,675$3,542,675 ▲New Holding3,7430.8%ComAMTAmerican Tower$3,403,046$44,390 ▼-1.3%15,6390.7%FinanceMCDMcDonald's$3,326,741$265,515 ▼-7.4%10,6500.7%Retail/WholesaleYUMYum! Brands$3,255,464$100,868 ▲3.2%20,6880.7%Retail/WholesaleLOWLowe's Companies$3,188,721$558,819 ▼-14.9%13,6720.7%Retail/WholesaleAMGNAmgen$3,129,831$121,504 ▼-3.7%10,0460.7%MedicalEOGEOG Resources$3,096,868$197,618 ▼-6.0%24,1490.7%EnergyBMYBristol-Myers Squibb$3,078,470$216,027 ▲7.5%50,4750.7%MedicalAVGOBroadcom$3,013,907$68,311 ▼-2.2%18,0010.6%Computer and TechnologyMASMasco$2,839,110$690,115 ▼-19.6%40,8270.6%ConstructionGILDGilead Sciences$2,802,483$27,676 ▼-1.0%25,0110.6%MedicalAGGiShares Core U.S. Aggregate Bond ETF$2,800,722$121,177 ▼-4.1%28,3130.6%FinanceDUKDuke Energy$2,758,230$197,226 ▼-6.7%22,6140.6%UtilitiesQCOMQUALCOMM$2,661,447$126,575 ▼-4.5%17,3260.6%Computer and TechnologyMRKMerck & Co., Inc.$2,614,978$212,731 ▼-7.5%29,1330.6%MedicalDISWalt Disney$2,588,408$188,024 ▲7.8%26,2250.5%Consumer DiscretionaryLinde Plc$2,554,035$275,193 ▼-9.7%5,4850.5%ComPalantir Technologies Inc$2,501,278$21,438 ▲0.9%29,6360.5%ComPFEPfizer$2,413,787$7,070 ▲0.3%95,2560.5%MedicalMDLZMondelez International$2,391,170$30,872 ▼-1.3%35,2420.5%Consumer StaplesSCHWCharles Schwab$2,369,144$31,703 ▲1.4%30,2650.5%FinanceWMTWalmart$2,362,956$9,569 ▲0.4%26,9160.5%Retail/WholesaleFCXFreeport-McMoRan$2,355,119$520,916 ▲28.4%62,2060.5%Basic MaterialsCOPConocoPhillips$2,319,157$116,887 ▼-4.8%22,0830.5%EnergySPYGSPDR Portfolio S&P 500 Growth ETF$2,265,550$461,243 ▼-16.9%28,1890.5%ETFDLRDigital Realty Trust$2,152,359$120,937 ▼-5.3%15,0210.5%FinanceWMWaste Management$2,117,853$109,504 ▲5.5%9,1480.4%Business ServicesPYPLPayPal$2,066,076$133,893 ▲6.9%31,6640.4%Computer and TechnologyCOSTCostco Wholesale$2,048,559$34,994 ▲1.7%2,1660.4%Retail/WholesaleNKENIKE$2,035,867$45,833 ▲2.3%32,0710.4%Consumer DiscretionaryTJXTJX Companies$1,990,334$12,058 ▼-0.6%16,3410.4%Retail/WholesaleABTAbbott Laboratories$1,929,660$1,676,033 ▲660.8%14,5470.4%MedicalDDDuPont de Nemours$1,892,541$821 ▲0.0%25,3420.4%Basic MaterialsCORCencora$1,853,192$80,368 ▲4.5%6,6640.4%MedicalCMCSAComcast$1,828,653$215,496 ▼-10.5%49,5570.4%Consumer DiscretionaryIVViShares Core S&P 500 ETF$1,818,870$2,809 ▲0.2%3,2370.4%ETFHONHoneywell International$1,697,600$16,940 ▲1.0%8,0170.4%Multi-Sector ConglomeratesMDTMedtronic$1,619,367$446,964 ▲38.1%18,0210.3%MedicalEXCExelon$1,585,014$203,720 ▼-11.4%34,3970.3%UtilitiesOMCOmnicom Group$1,565,590$451,694 ▼-22.4%18,8830.3%Business ServicesVTVVanguard Value ETF$1,535,831$1,535,831 ▲New Holding8,8910.3%ETFJCIJohnson Controls International$1,526,656$1,526,656 ▲New Holding19,0570.3%ConstructionCommunity State Bank Capital Stock$1,429,5630.0%2850.3%ComCVSCVS Health$1,428,441$187,058 ▲15.1%21,0840.3%MedicalSYYSysco$1,416,230$142,051 ▼-9.1%18,8730.3%Consumer StaplesDOWDOW$1,237,600$1,237,600 ▲New Holding35,4410.3%Basic MaterialsPGXInvesco Preferred ETF$1,137,876$11,351,462 ▼-90.9%101,4150.2%ETFVTIVanguard Total Stock Market ETF$1,112,003$1,112,003 ▲New Holding4,0460.2%ETFHDHome Depot$790,885$32,251 ▼-3.9%2,1580.2%Retail/WholesaleDFIVDimensional International Value ETF$622,360$622,360 ▲New Holding15,8120.1%ETFINGING Groep$621,179$2,370 ▲0.4%31,7090.1%FinanceIWMiShares Russell 2000 ETF$616,424$616,424 ▲New Holding3,0900.1%FinanceCWISPDR MSCI ACWI ex-US ETF$601,154$254,417 ▼-29.7%20,3230.1%ETFLoymar LTD Stock$584,2770.0%13,2730.1%ComDFNMDimensional National Municipal Bond ETF$536,161$536,161 ▲New Holding11,2710.1%ETFIHFiShares U.S. Healthcare Providers ETF$528,0000.0%10,0000.1%ETFPFGPrincipal Financial Group$508,667$47,500 ▼-8.5%6,0290.1%FinanceVBRVanguard Small-Cap Value ETF$471,500$471,500 ▲New Holding2,5310.1%ETFShowing largest 100 holdings. 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