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 $543.4M across 117 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SPHY ($32.5M, 5.98%), IEFA ($31.3M, 5.75%), IJH ($25.7M, 4.73%), IEMG ($19.4M, 3.57%), JPM ($19.3M, 3.55%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPHY | State Street SPDR Portfolio High Yield ETF | $32.5M | 5.98% | 1.4M | Added |
| 2 | IEFA | iShares Core MSCI EAFE ETF | $31.3M | 5.75% | 345,430 | Added |
| 3 | IJH | iShares Core S&P Mid-Cap 400 Index ETF | $25.7M | 4.73% | 380,367 | Trimmed |
| 4 | IEMG | iShares Core MSCI Emerging Mkts ETF | $19.4M | 3.57% | 277,958 | Added |
| 5 | JPM | JP Morgan Chase & Co | $19.3M | 3.55% | 65,546 | Added |
| 6 | AAPL | Apple Inc | $19.3M | 3.55% | 75,930 | Trimmed |
| 7 | GOOGL | Alphabet Inc Class A | $17.3M | 3.18% | 60,066 | Trimmed |
| 8 | NVDA | NVIDIA Corp | $16.2M | 2.99% | 93,037 | Added |
| 9 | MSFT | Microsoft Corp | $14.9M | 2.74% | 40,250 | Added |
| 10 | IJR | iShares Core S&P Small-Cap 600 ETF | $12.6M | 2.32% | 101,538 | Trimmed |
| 11 | XOM | Exxon Mobil Corp | $11.8M | 2.17% | 69,558 | Added |
| 12 | CSCO | Cisco Systems Inc | $10.3M | 1.90% | 132,887 | Added |
| 13 | AMZN | Amazon Inc | $9.9M | 1.82% | 47,428 | Trimmed |
| 14 | ABBV | Abbvie Inc | $9.9M | 1.81% | 45,326 | Trimmed |
| 15 | MS | Morgan Stanley | $9.7M | 1.79% | 59,071 | Trimmed |
| 16 | CVX | Chevron Corp | $8.7M | 1.60% | 41,942 | Added |
| 17 | EMR | Emerson Electric Co | $8.3M | 1.53% | 63,519 | Trimmed |
| 18 | JNJ | Johnson & Johnson | $8.1M | 1.50% | 33,298 | Trimmed |
| 19 | CAH | Cardinal Health Inc | $8.1M | 1.48% | 38,179 | Trimmed |
| 20 | META | Meta Platforms Inc | $7.6M | 1.40% | 13,312 | Added |
| 21 | BRK/B | Berkshire Hathaway Inc Cl B | $7.4M | 1.37% | 15,511 | Trimmed |
| 22 | IWM | iShares Russell 2000 Index ETF | $7.1M | 1.31% | 28,800 | Added |
| 23 | ETN | Eaton Corp PLC | $6.9M | 1.27% | 19,285 | Trimmed |
| 24 | DIA | State Street SPDR Dow Jones Indl Average | $6.9M | 1.27% | 14,840 | Hold |
| 25 | RTX | RTX Corporation | $6.8M | 1.24% | 35,042 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31