Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Iowa State Bank (CIK 1546967) reported $598.4M across 118 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: IEFA ($34.1M, 5.70%), SPHY ($33.6M, 5.62%), IJH ($29.6M, 4.95%), IEMG ($23.4M, 3.90%), AAPL ($21.6M, 3.61%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IEFA | iShares Core MSCI EAFE ETF | $34.1M | 5.70% | 352,924 | Added |
| 2 | SPHY | State Street SPDR Portfolio High Yield ETF | $33.6M | 5.62% | 1.4M | Added |
| 3 | IJH | iShares Core S&P Mid Cap 400 Index ETF | $29.6M | 4.95% | 383,982 | Added |
| 4 | IEMG | iShares Core MSCI Emerging Mkts ETF | $23.4M | 3.90% | 281,878 | Added |
| 5 | AAPL | Apple Inc | $21.6M | 3.61% | 74,734 | Trimmed |
| 6 | GOOGL | Alphabet Inc Class A | $21.5M | 3.59% | 60,152 | Added |
| 7 | JPM | JP Morgan Chase & Co | $20.1M | 3.36% | 61,472 | Trimmed |
| 8 | NVDA | NVIDIA Corp | $18.7M | 3.12% | 93,444 | Added |
| 9 | IJR | iShares Core S&P Small Cap 600 ETF | $15.2M | 2.54% | 102,368 | Added |
| 10 | MSFT | Microsoft Corp | $15.0M | 2.50% | 40,177 | Trimmed |
| 11 | CSCO | Cisco Systems Inc | $14.6M | 2.44% | 124,358 | Trimmed |
| 12 | ABBV | Abbvie Inc | $11.4M | 1.90% | 45,266 | Trimmed |
| 13 | AMZN | Amazon Inc | $11.2M | 1.87% | 47,026 | Trimmed |
| 14 | MS | Morgan Stanley | $11.1M | 1.85% | 53,036 | Trimmed |
| 15 | XOM | Exxon Mobil Corp | $9.6M | 1.60% | 70,079 | Added |
| 16 | CAT | Caterpillar Inc | $9.5M | 1.59% | 8,957 | Added |
| 17 | IWM | iShares Russell 2000 Index ETF | $9.2M | 1.54% | 30,636 | Added |
| 18 | EMR | Emerson Electric Co | $9.1M | 1.52% | 63,403 | Trimmed |
| 19 | CAH | Cardinal Health Inc | $9.1M | 1.51% | 38,121 | Trimmed |
| 20 | JNJ | Johnson & Johnson | $8.5M | 1.42% | 33,394 | Added |
| 21 | ETN | Eaton Corp PLC | $8.3M | 1.38% | 19,382 | Added |
| 22 | META | Meta Platforms Inc | $8.2M | 1.36% | 14,496 | Added |
| 23 | DIA | State Street SPDR Dow Jones Indl Average | $7.8M | 1.30% | 14,840 | Hold |
| 24 | BRK/B | Berkshire Hathaway Inc Cl B | $7.7M | 1.28% | 15,361 | Trimmed |
| 25 | SPY | State Street SPDR S&P 500 ETF Trust | $7.3M | 1.23% | 9,819 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30