Filed: 7/22/2025ACC: 0001546967-25-000006
📋 What this filing means
IOWA STATE BANK filed this quarterly 13F‑HR report disclosing 122 equity positions with a total reported market value of $502.07M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
122
Positions
$502.07M
Total AUM (reported)
4.58M
Total Shares
Allocation by class
COM$502.07M100.0%
Portfolio Concentration
Top 3$66.63M13.3%
4–10$106.37M21.2%
11–25$120.62M24.0%
Rest$208.44M41.5%
Top 3 weight
13.3%
Top 10 weight
34.5%
Voting Authority Distribution
Total shares with voting rights: 4.58M
Sole
Full voting authority
4.56M
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)
Sole122
Shared0
Other0
Dominant voting typeSole · 99.8% of voting shares
Institutional Holdings122
Rows:
iShares Core S&P Mid-Cap 400 Index ETF
SOLEShares374.60K
TypeSH
Market value$23.23M
4.63%
Sole
374.60K
Shared
0.00
None
0.00
iShares Core MSCI EAFE ETF
SOLEShares276.70K
TypeSH
Market value$23.10M
4.60%
Sole
276.70K
Shared
0.00
None
0.00
Microsoft Corp
SOLEShares40.81K
TypeSH
Market value$20.30M
4.04%
Sole
40.81K
Shared
0.00
None
0.00
iShares Core S&P Small-Cap 600 ETF
SOLEShares179.91K
TypeSH
Market value$19.66M
3.92%
Sole
179.91K
Shared
0.00
None
0.00
JP Morgan Chase & Co
SOLEShares67.26K
TypeSH
Market value$19.50M
3.88%
Sole
67.26K
Shared
0.00
None
0.00
Apple Inc
SOLEShares80.25K
TypeSH
Market value$16.46M
3.28%
Sole
80.25K
Shared
0.00
None
0.00
NVIDIA Corp
SOLEShares87.76K
TypeSH
Market value$13.86M
2.76%
Sole
87.76K
Shared
0.00
None
0.00
iShares Core MSCI Emerging Mkts ETF
SOLEShares220.03K
TypeSH
Market value$13.21M
2.63%
Sole
220.03K
Shared
0.00
None
0.00
SPDR Portfolio High Yield Bond ETF
SOLEShares547.34K
TypeSH
Market value$13.03M
2.59%
Sole
547.34K
Shared
0.00
None
0.00
Amazon Inc
SOLEShares48.54K
TypeSH
Market value$10.65M
2.12%
Sole
48.54K
Shared
0.00
None
0.00
Meta Platforms Inc
SOLEShares14.34K
TypeSH
Market value$10.58M
2.11%
Sole
14.34K
Shared
0.00
None
0.00
Abbvie Inc
SOLEShares51.83K
TypeSH
Market value$9.62M
1.92%
Sole
51.83K
Shared
0.00
None
0.00
Cisco Systems Inc
SOLEShares133.47K
TypeSH
Market value$9.26M
1.84%
Sole
133.47K
Shared
0.00
None
0.00
Emerson Electric Co
SOLEShares68.90K
TypeSH
Market value$9.19M
1.83%
Sole
68.90K
Shared
0.00
None
0.00
Morgan Stanley
SOLEShares63.04K
TypeSH
Market value$8.88M
1.77%
Sole
63.04K
Shared
0.00
None
0.00
Cardinal Health Inc
SOLEShares50.21K
TypeSH
Market value$8.43M
1.68%
Sole
50.21K
Shared
0.00
None
0.00
Alphabet Inc Class A
SOLEShares47.33K
TypeSH
Market value$8.34M
1.66%
Sole
47.33K
Shared
0.00
None
0.00
Berkshire Hathaway Inc Cl B
SOLEShares16.61K
TypeSH
Market value$8.07M
1.61%
Sole
16.57K
Shared
0.00
None
50.00
Eaton Corp PLC
SOLEShares20.98K
TypeSH
Market value$7.49M
1.49%
Sole
20.98K
Shared
0.00
None
0.00
Oracle Corp
SOLEShares33.46K
TypeSH
Market value$7.31M
1.46%
Sole
33.46K
Shared
0.00
None
0.00
IBM Corp
SOLEShares23.91K
TypeSH
Market value$7.05M
1.40%
Sole
23.91K
Shared
0.00
None
0.00
Johnson & Johnson
SOLEShares44.80K
TypeSH
Market value$6.84M
1.36%
Sole
44.80K
Shared
0.00
None
0.00
Visa Inc
SOLEShares18.74K
TypeSH
Market value$6.65M
1.33%
Sole
18.74K
Shared
0.00
None
0.00
SPDR Dow Jones Industrial Average
SOLEShares14.84K
TypeSH
Market value$6.54M
1.30%
Sole
14.84K
Shared
0.00
None
0.00
Procter & Gamble Co
SOLEShares39.86K
TypeSH
Market value$6.35M
1.26%
Sole
39.86K
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 | 374.60K | SH | $23.23M 4.63% | 374.60K | 0.00 | 0.00 |
iShares Core MSCI EAFE ETFSOLE | Com | 276.70K | SH | $23.10M 4.60% | 276.70K | 0.00 | 0.00 |
Microsoft CorpSOLE | Com | 40.81K | SH | $20.30M 4.04% | 40.81K | 0.00 | 0.00 |
iShares Core S&P Small-Cap 600 ETFSOLE | Com | 179.91K | SH | $19.66M 3.92% | 179.91K | 0.00 | 0.00 |
JP Morgan Chase & CoSOLE | Com | 67.26K | SH | $19.50M 3.88% | 67.26K | 0.00 | 0.00 |
Apple IncSOLE | Com | 80.25K | SH | $16.46M 3.28% | 80.25K | 0.00 | 0.00 |
NVIDIA CorpSOLE | Com | 87.76K | SH | $13.86M 2.76% | 87.76K | 0.00 | 0.00 |
iShares Core MSCI Emerging Mkts ETFSOLE | Com | 220.03K | SH | $13.21M 2.63% | 220.03K | 0.00 | 0.00 |
SPDR Portfolio High Yield Bond ETFSOLE | Com | 547.34K | SH | $13.03M 2.59% | 547.34K | 0.00 | 0.00 |
Amazon IncSOLE | Com | 48.54K | SH | $10.65M 2.12% | 48.54K | 0.00 | 0.00 |
Meta Platforms IncSOLE | Com | 14.34K | SH | $10.58M 2.11% | 14.34K | 0.00 | 0.00 |
Abbvie IncSOLE | Com | 51.83K | SH | $9.62M 1.92% | 51.83K | 0.00 | 0.00 |
Cisco Systems IncSOLE | Com | 133.47K | SH | $9.26M 1.84% | 133.47K | 0.00 | 0.00 |
Emerson Electric CoSOLE | Com | 68.90K | SH | $9.19M 1.83% | 68.90K | 0.00 | 0.00 |
Morgan StanleySOLE | Com | 63.04K | SH | $8.88M 1.77% | 63.04K | 0.00 | 0.00 |
Cardinal Health IncSOLE | Com | 50.21K | SH | $8.43M 1.68% | 50.21K | 0.00 | 0.00 |
Alphabet Inc Class ASOLE | Com | 47.33K | SH | $8.34M 1.66% | 47.33K | 0.00 | 0.00 |
Berkshire Hathaway Inc Cl BSOLE | Com | 16.61K | SH | $8.07M 1.61% | 16.57K | 0.00 | 50.00 |
Eaton Corp PLCSOLE | Com | 20.98K | SH | $7.49M 1.49% | 20.98K | 0.00 | 0.00 |
Oracle CorpSOLE | Com | 33.46K | SH | $7.31M 1.46% | 33.46K | 0.00 | 0.00 |
IBM CorpSOLE | Com | 23.91K | SH | $7.05M 1.40% | 23.91K | 0.00 | 0.00 |
Johnson & JohnsonSOLE | Com | 44.80K | SH | $6.84M 1.36% | 44.80K | 0.00 | 0.00 |
Visa IncSOLE | Com | 18.74K | SH | $6.65M 1.33% | 18.74K | 0.00 | 0.00 |
SPDR Dow Jones Industrial AverageSOLE | Com | 14.84K | SH | $6.54M 1.30% | 14.84K | 0.00 | 0.00 |
Procter & Gamble CoSOLE | Com | 39.86K | SH | $6.35M 1.26% | 39.86K | 0.00 | 0.00 |
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