Filed: 10/3/2025ACC: 0001546967-25-000007
📋 What this filing means
IOWA STATE BANK filed this quarterly 13F‑HR report disclosing 120 equity positions with a total reported market value of $525.33M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
120
Positions
$525.33M
Total AUM (reported)
4.59M
Total Shares
Allocation by class
COM$525.33M100.0%
Portfolio Concentration
Top 3$74.05M14.1%
4–10$117.33M22.3%
11–25$124.11M23.6%
Rest$209.84M39.9%
Top 3 weight
14.1%
Top 10 weight
36.4%
Voting Authority Distribution
Total shares with voting rights: 4.59M
Sole
Full voting authority
4.58M
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)
Sole120
Shared0
Other0
Dominant voting typeSole · 99.8% of voting shares
Institutional Holdings120
Rows:
iShares Core MSCI EAFE ETF
SOLEShares321.97K
TypeSH
Market value$28.11M
5.35%
Sole
321.97K
Shared
0.00
None
0.00
iShares Core S&P Mid-Cap 400 Index ETF
SOLEShares383.15K
TypeSH
Market value$25.00M
4.76%
Sole
383.15K
Shared
0.00
None
0.00
Microsoft Corp
SOLEShares40.41K
TypeSH
Market value$20.93M
3.98%
Sole
40.41K
Shared
0.00
None
0.00
JP Morgan Chase & Co
SOLEShares64.51K
TypeSH
Market value$20.35M
3.87%
Sole
64.51K
Shared
0.00
None
0.00
Apple Inc
SOLEShares78.51K
TypeSH
Market value$19.99M
3.81%
Sole
78.51K
Shared
0.00
None
0.00
iShares Core S&P Small-Cap 600 ETF
SOLEShares161.19K
TypeSH
Market value$19.15M
3.65%
Sole
161.19K
Shared
0.00
None
0.00
NVIDIA Corp
SOLEShares85.90K
TypeSH
Market value$16.03M
3.05%
Sole
85.90K
Shared
0.00
None
0.00
iShares Core MSCI Emerging Mkts ETF
SOLEShares215.95K
TypeSH
Market value$14.24M
2.71%
Sole
215.95K
Shared
0.00
None
0.00
Alphabet Inc Class A
SOLEShares56.84K
TypeSH
Market value$13.82M
2.63%
Sole
56.84K
Shared
0.00
None
0.00
SPDR Portfolio High Yield Bond ETF
SOLEShares574.74K
TypeSH
Market value$13.76M
2.62%
Sole
574.74K
Shared
0.00
None
0.00
Abbvie Inc
SOLEShares50.67K
TypeSH
Market value$11.73M
2.23%
Sole
50.67K
Shared
0.00
None
0.00
Amazon Inc
SOLEShares47.93K
TypeSH
Market value$10.52M
2.00%
Sole
47.93K
Shared
0.00
None
0.00
Morgan Stanley
SOLEShares60.13K
TypeSH
Market value$9.56M
1.82%
Sole
60.13K
Shared
0.00
None
0.00
Cisco Systems Inc
SOLEShares132.07K
TypeSH
Market value$9.04M
1.72%
Sole
132.07K
Shared
0.00
None
0.00
Oracle Corp
SOLEShares31.54K
TypeSH
Market value$8.87M
1.69%
Sole
31.54K
Shared
0.00
None
0.00
Emerson Electric Co
SOLEShares64.60K
TypeSH
Market value$8.47M
1.61%
Sole
64.60K
Shared
0.00
None
0.00
Meta Platforms Inc
SOLEShares11.49K
TypeSH
Market value$8.44M
1.61%
Sole
11.49K
Shared
0.00
None
0.00
Berkshire Hathaway Inc Cl B
SOLEShares16.51K
TypeSH
Market value$8.30M
1.58%
Sole
16.46K
Shared
0.00
None
50.00
Cardinal Health Inc
SOLEShares47.37K
TypeSH
Market value$7.44M
1.42%
Sole
47.37K
Shared
0.00
None
0.00
Exxon Mobil Corp
SOLEShares65.11K
TypeSH
Market value$7.34M
1.40%
Sole
65.11K
Shared
0.00
None
0.00
Eaton Corp PLC
SOLEShares19.34K
TypeSH
Market value$7.24M
1.38%
Sole
19.34K
Shared
0.00
None
0.00
Johnson & Johnson
SOLEShares37.33K
TypeSH
Market value$6.92M
1.32%
Sole
37.33K
Shared
0.00
None
0.00
SPDR Dow Jones Industrial Average
SOLEShares14.84K
TypeSH
Market value$6.88M
1.31%
Sole
14.84K
Shared
0.00
None
0.00
SPDR S&P 500 ETF
SOLEShares10.12K
TypeSH
Market value$6.74M
1.28%
Sole
10.12K
Shared
0.00
None
0.00
IBM Corp
SOLEShares23.49K
TypeSH
Market value$6.63M
1.26%
Sole
23.49K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
iShares Core MSCI EAFE ETFSOLE | Com | 321.97K | SH | $28.11M 5.35% | 321.97K | 0.00 | 0.00 |
iShares Core S&P Mid-Cap 400 Index ETFSOLE | Com | 383.15K | SH | $25.00M 4.76% | 383.15K | 0.00 | 0.00 |
Microsoft CorpSOLE | Com | 40.41K | SH | $20.93M 3.98% | 40.41K | 0.00 | 0.00 |
JP Morgan Chase & CoSOLE | Com | 64.51K | SH | $20.35M 3.87% | 64.51K | 0.00 | 0.00 |
Apple IncSOLE | Com | 78.51K | SH | $19.99M 3.81% | 78.51K | 0.00 | 0.00 |
iShares Core S&P Small-Cap 600 ETFSOLE | Com | 161.19K | SH | $19.15M 3.65% | 161.19K | 0.00 | 0.00 |
NVIDIA CorpSOLE | Com | 85.90K | SH | $16.03M 3.05% | 85.90K | 0.00 | 0.00 |
iShares Core MSCI Emerging Mkts ETFSOLE | Com | 215.95K | SH | $14.24M 2.71% | 215.95K | 0.00 | 0.00 |
Alphabet Inc Class ASOLE | Com | 56.84K | SH | $13.82M 2.63% | 56.84K | 0.00 | 0.00 |
SPDR Portfolio High Yield Bond ETFSOLE | Com | 574.74K | SH | $13.76M 2.62% | 574.74K | 0.00 | 0.00 |
Abbvie IncSOLE | Com | 50.67K | SH | $11.73M 2.23% | 50.67K | 0.00 | 0.00 |
Amazon IncSOLE | Com | 47.93K | SH | $10.52M 2.00% | 47.93K | 0.00 | 0.00 |
Morgan StanleySOLE | Com | 60.13K | SH | $9.56M 1.82% | 60.13K | 0.00 | 0.00 |
Cisco Systems IncSOLE | Com | 132.07K | SH | $9.04M 1.72% | 132.07K | 0.00 | 0.00 |
Oracle CorpSOLE | Com | 31.54K | SH | $8.87M 1.69% | 31.54K | 0.00 | 0.00 |
Emerson Electric CoSOLE | Com | 64.60K | SH | $8.47M 1.61% | 64.60K | 0.00 | 0.00 |
Meta Platforms IncSOLE | Com | 11.49K | SH | $8.44M 1.61% | 11.49K | 0.00 | 0.00 |
Berkshire Hathaway Inc Cl BSOLE | Com | 16.51K | SH | $8.30M 1.58% | 16.46K | 0.00 | 50.00 |
Cardinal Health IncSOLE | Com | 47.37K | SH | $7.44M 1.42% | 47.37K | 0.00 | 0.00 |
Exxon Mobil CorpSOLE | Com | 65.11K | SH | $7.34M 1.40% | 65.11K | 0.00 | 0.00 |
Eaton Corp PLCSOLE | Com | 19.34K | SH | $7.24M 1.38% | 19.34K | 0.00 | 0.00 |
Johnson & JohnsonSOLE | Com | 37.33K | SH | $6.92M 1.32% | 37.33K | 0.00 | 0.00 |
SPDR Dow Jones Industrial AverageSOLE | Com | 14.84K | SH | $6.88M 1.31% | 14.84K | 0.00 | 0.00 |
SPDR S&P 500 ETFSOLE | Com | 10.12K | SH | $6.74M 1.28% | 10.12K | 0.00 | 0.00 |
IBM CorpSOLE | Com | 23.49K | SH | $6.63M 1.26% | 23.49K | 0.00 | 0.00 |
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