Filed: 4/9/2025ACC: 0001546967-25-000003
📋 What this filing means
IOWA STATE BANK filed this quarterly 13F‑HR report disclosing 119 equity positions with a total reported market value of $471.02M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
119
Positions
$471.02M
Total AUM (reported)
4.65M
Total Shares
Allocation by class
COM$471.02M100.0%
Portfolio Concentration
Top 3$61.75M13.1%
4–10$94.76M20.1%
11–25$112.10M23.8%
Rest$202.42M43.0%
Top 3 weight
13.1%
Top 10 weight
33.2%
Voting Authority Distribution
Total shares with voting rights: 4.65M
Sole
Full voting authority
4.64M
shares
% of voting shares99.8%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
10.95K
shares
% of voting shares0.2%
Investment Discretion (by position count)
Sole119
Shared0
Other0
Dominant voting typeSole · 99.8% of voting shares
Institutional Holdings119
Rows:
iShares Core S&P Mid-Cap 400 Index ETF
SOLEShares376.36K
TypeSH
Market value$21.96M
4.66%
Sole
376.36K
Shared
0.00
None
0.00
iShares Core MSCI EAFE ETF
SOLEShares283.32K
TypeSH
Market value$21.43M
4.55%
Sole
283.32K
Shared
0.00
None
0.00
iShares Core S&P Small-Cap 600 ETF
SOLEShares175.50K
TypeSH
Market value$18.35M
3.90%
Sole
175.50K
Shared
0.00
None
0.00
Apple Inc
SOLEShares80.37K
TypeSH
Market value$17.85M
3.79%
Sole
80.37K
Shared
0.00
None
0.00
JP Morgan Chase & Co
SOLEShares67.78K
TypeSH
Market value$16.63M
3.53%
Sole
67.78K
Shared
0.00
None
0.00
Microsoft Corp
SOLEShares40.94K
TypeSH
Market value$15.37M
3.26%
Sole
40.94K
Shared
0.00
None
0.00
SPDR Portfolio High Yield Bond ETF
SOLEShares539.03K
TypeSH
Market value$12.62M
2.68%
Sole
539.03K
Shared
0.00
None
0.00
iShares Core MSCI Emerging Mkts ETF
SOLEShares221.92K
TypeSH
Market value$11.98M
2.54%
Sole
221.92K
Shared
0.00
None
0.00
Abbvie Inc
SOLEShares51.90K
TypeSH
Market value$10.87M
2.31%
Sole
51.90K
Shared
0.00
None
0.00
NVIDIA Corp
SOLEShares87.06K
TypeSH
Market value$9.44M
2.00%
Sole
87.06K
Shared
0.00
None
0.00
Amazon Inc
SOLEShares48.10K
TypeSH
Market value$9.15M
1.94%
Sole
48.10K
Shared
0.00
None
0.00
Berkshire Hathaway Inc Cl B
SOLEShares17.07K
TypeSH
Market value$9.09M
1.93%
Sole
17.02K
Shared
0.00
None
50.00
Cisco Systems Inc
SOLEShares134.48K
TypeSH
Market value$8.30M
1.76%
Sole
134.48K
Shared
0.00
None
0.00
Meta Platforms Inc
SOLEShares14.16K
TypeSH
Market value$8.16M
1.73%
Sole
14.16K
Shared
0.00
None
0.00
Emerson Electric Co
SOLEShares73.23K
TypeSH
Market value$8.03M
1.70%
Sole
73.23K
Shared
0.00
None
0.00
Morgan Stanley
SOLEShares64.55K
TypeSH
Market value$7.53M
1.60%
Sole
64.55K
Shared
0.00
None
0.00
Johnson & Johnson
SOLEShares45.09K
TypeSH
Market value$7.48M
1.59%
Sole
45.09K
Shared
0.00
None
0.00
Alphabet Inc Class A
SOLEShares46.97K
TypeSH
Market value$7.26M
1.54%
Sole
46.97K
Shared
0.00
None
0.00
Chevron Corp
SOLEShares42.84K
TypeSH
Market value$7.17M
1.52%
Sole
42.84K
Shared
0.00
None
0.00
Cardinal Health Inc
SOLEShares50.27K
TypeSH
Market value$6.93M
1.47%
Sole
50.27K
Shared
0.00
None
0.00
Procter & Gamble Co
SOLEShares39.99K
TypeSH
Market value$6.82M
1.45%
Sole
39.99K
Shared
0.00
None
0.00
Eaton Corp PLC
SOLEShares24.35K
TypeSH
Market value$6.62M
1.41%
Sole
24.35K
Shared
0.00
None
0.00
Exxon Mobil Corp
SOLEShares55.40K
TypeSH
Market value$6.59M
1.40%
Sole
55.40K
Shared
0.00
None
0.00
Visa Inc
SOLEShares18.66K
TypeSH
Market value$6.54M
1.39%
Sole
18.66K
Shared
0.00
None
0.00
IBM Corp
SOLEShares25.88K
TypeSH
Market value$6.43M
1.37%
Sole
25.88K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
iShares Core S&P Mid-Cap 400 Index ETFSOLE | Com | 376.36K | SH | $21.96M 4.66% | 376.36K | 0.00 | 0.00 |
iShares Core MSCI EAFE ETFSOLE | Com | 283.32K | SH | $21.43M 4.55% | 283.32K | 0.00 | 0.00 |
iShares Core S&P Small-Cap 600 ETFSOLE | Com | 175.50K | SH | $18.35M 3.90% | 175.50K | 0.00 | 0.00 |
Apple IncSOLE | Com | 80.37K | SH | $17.85M 3.79% | 80.37K | 0.00 | 0.00 |
JP Morgan Chase & CoSOLE | Com | 67.78K | SH | $16.63M 3.53% | 67.78K | 0.00 | 0.00 |
Microsoft CorpSOLE | Com | 40.94K | SH | $15.37M 3.26% | 40.94K | 0.00 | 0.00 |
SPDR Portfolio High Yield Bond ETFSOLE | Com | 539.03K | SH | $12.62M 2.68% | 539.03K | 0.00 | 0.00 |
iShares Core MSCI Emerging Mkts ETFSOLE | Com | 221.92K | SH | $11.98M 2.54% | 221.92K | 0.00 | 0.00 |
Abbvie IncSOLE | Com | 51.90K | SH | $10.87M 2.31% | 51.90K | 0.00 | 0.00 |
NVIDIA CorpSOLE | Com | 87.06K | SH | $9.44M 2.00% | 87.06K | 0.00 | 0.00 |
Amazon IncSOLE | Com | 48.10K | SH | $9.15M 1.94% | 48.10K | 0.00 | 0.00 |
Berkshire Hathaway Inc Cl BSOLE | Com | 17.07K | SH | $9.09M 1.93% | 17.02K | 0.00 | 50.00 |
Cisco Systems IncSOLE | Com | 134.48K | SH | $8.30M 1.76% | 134.48K | 0.00 | 0.00 |
Meta Platforms IncSOLE | Com | 14.16K | SH | $8.16M 1.73% | 14.16K | 0.00 | 0.00 |
Emerson Electric CoSOLE | Com | 73.23K | SH | $8.03M 1.70% | 73.23K | 0.00 | 0.00 |
Morgan StanleySOLE | Com | 64.55K | SH | $7.53M 1.60% | 64.55K | 0.00 | 0.00 |
Johnson & JohnsonSOLE | Com | 45.09K | SH | $7.48M 1.59% | 45.09K | 0.00 | 0.00 |
Alphabet Inc Class ASOLE | Com | 46.97K | SH | $7.26M 1.54% | 46.97K | 0.00 | 0.00 |
Chevron CorpSOLE | Com | 42.84K | SH | $7.17M 1.52% | 42.84K | 0.00 | 0.00 |
Cardinal Health IncSOLE | Com | 50.27K | SH | $6.93M 1.47% | 50.27K | 0.00 | 0.00 |
Procter & Gamble CoSOLE | Com | 39.99K | SH | $6.82M 1.45% | 39.99K | 0.00 | 0.00 |
Eaton Corp PLCSOLE | Com | 24.35K | SH | $6.62M 1.41% | 24.35K | 0.00 | 0.00 |
Exxon Mobil CorpSOLE | Com | 55.40K | SH | $6.59M 1.40% | 55.40K | 0.00 | 0.00 |
Visa IncSOLE | Com | 18.66K | SH | $6.54M 1.39% | 18.66K | 0.00 | 0.00 |
IBM CorpSOLE | Com | 25.88K | SH | $6.43M 1.37% | 25.88K | 0.00 | 0.00 |
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