Filed: 1/6/2026ACC: 0001546967-26-000001
📋 What this filing means
IOWA STATE BANK filed this quarterly 13F‑HR report disclosing 120 equity positions with a total reported market value of $533.26M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
120
Positions
$533.26M
Total AUM (reported)
4.50M
Total Shares
Allocation by class
COM$533.26M100.0%
Portfolio Concentration
Top 3$75.80M14.2%
4–10$123.76M23.2%
11–25$126.59M23.7%
Rest$207.11M38.8%
Top 3 weight
14.2%
Top 10 weight
37.4%
Voting Authority Distribution
Total shares with voting rights: 4.50M
Sole
Full voting authority
4.49M
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
SOLEShares323.86K
TypeSH
Market value$28.97M
5.43%
Sole
323.86K
Shared
0.00
None
0.00
iShares Core S&P Mid-Cap 400 Index ETF
SOLEShares385.91K
TypeSH
Market value$25.47M
4.78%
Sole
385.91K
Shared
0.00
None
0.00
Apple Inc
SOLEShares78.57K
TypeSH
Market value$21.36M
4.01%
Sole
78.57K
Shared
0.00
None
0.00
JP Morgan Chase & Co
SOLEShares63.77K
TypeSH
Market value$20.55M
3.85%
Sole
63.77K
Shared
0.00
None
0.00
Alphabet Inc Class A
SOLEShares63.24K
TypeSH
Market value$19.79M
3.71%
Sole
63.24K
Shared
0.00
None
0.00
Microsoft Corp
SOLEShares40.10K
TypeSH
Market value$19.39M
3.64%
Sole
40.10K
Shared
0.00
None
0.00
iShares Core S&P Small-Cap 600 ETF
SOLEShares158.65K
TypeSH
Market value$19.07M
3.58%
Sole
158.65K
Shared
0.00
None
0.00
NVIDIA Corp
SOLEShares88.43K
TypeSH
Market value$16.49M
3.09%
Sole
88.43K
Shared
0.00
None
0.00
iShares Core MSCI Emerging Mkts ETF
SOLEShares213.43K
TypeSH
Market value$14.35M
2.69%
Sole
213.43K
Shared
0.00
None
0.00
State Street SPDR Portfolio High Yield ETF
SOLEShares596.77K
TypeSH
Market value$14.13M
2.65%
Sole
596.77K
Shared
0.00
None
0.00
Abbvie Inc
SOLEShares50.37K
TypeSH
Market value$11.51M
2.16%
Sole
50.37K
Shared
0.00
None
0.00
Amazon Inc
SOLEShares48.61K
TypeSH
Market value$11.22M
2.10%
Sole
48.61K
Shared
0.00
None
0.00
Morgan Stanley
SOLEShares59.60K
TypeSH
Market value$10.58M
1.98%
Sole
59.60K
Shared
0.00
None
0.00
Cisco Systems Inc
SOLEShares130.23K
TypeSH
Market value$10.03M
1.88%
Sole
130.23K
Shared
0.00
None
0.00
Cardinal Health Inc
SOLEShares47.31K
TypeSH
Market value$9.72M
1.82%
Sole
47.31K
Shared
0.00
None
0.00
Emerson Electric Co
SOLEShares64.46K
TypeSH
Market value$8.55M
1.60%
Sole
64.46K
Shared
0.00
None
0.00
Berkshire Hathaway Inc Cl B
SOLEShares16.42K
TypeSH
Market value$8.25M
1.55%
Sole
16.37K
Shared
0.00
None
50.00
Exxon Mobil Corp
SOLEShares64.16K
TypeSH
Market value$7.72M
1.45%
Sole
64.16K
Shared
0.00
None
0.00
Meta Platforms Inc
SOLEShares11.55K
TypeSH
Market value$7.63M
1.43%
Sole
11.55K
Shared
0.00
None
0.00
Johnson & Johnson
SOLEShares36.85K
TypeSH
Market value$7.63M
1.43%
Sole
36.85K
Shared
0.00
None
0.00
SPDR Dow Jones Industrial Average
SOLEShares14.84K
TypeSH
Market value$7.13M
1.34%
Sole
14.84K
Shared
0.00
None
0.00
SPDR S&P 500 ETF
SOLEShares10.41K
TypeSH
Market value$7.10M
1.33%
Sole
10.41K
Shared
0.00
None
0.00
IBM Corp
SOLEShares22.80K
TypeSH
Market value$6.76M
1.27%
Sole
22.80K
Shared
0.00
None
0.00
RTX Corporation
SOLEShares35.45K
TypeSH
Market value$6.50M
1.22%
Sole
35.45K
Shared
0.00
None
0.00
Visa Inc
SOLEShares17.85K
TypeSH
Market value$6.26M
1.17%
Sole
17.85K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
iShares Core MSCI EAFE ETFSOLE | Com | 323.86K | SH | $28.97M 5.43% | 323.86K | 0.00 | 0.00 |
iShares Core S&P Mid-Cap 400 Index ETFSOLE | Com | 385.91K | SH | $25.47M 4.78% | 385.91K | 0.00 | 0.00 |
Apple IncSOLE | Com | 78.57K | SH | $21.36M 4.01% | 78.57K | 0.00 | 0.00 |
JP Morgan Chase & CoSOLE | Com | 63.77K | SH | $20.55M 3.85% | 63.77K | 0.00 | 0.00 |
Alphabet Inc Class ASOLE | Com | 63.24K | SH | $19.79M 3.71% | 63.24K | 0.00 | 0.00 |
Microsoft CorpSOLE | Com | 40.10K | SH | $19.39M 3.64% | 40.10K | 0.00 | 0.00 |
iShares Core S&P Small-Cap 600 ETFSOLE | Com | 158.65K | SH | $19.07M 3.58% | 158.65K | 0.00 | 0.00 |
NVIDIA CorpSOLE | Com | 88.43K | SH | $16.49M 3.09% | 88.43K | 0.00 | 0.00 |
iShares Core MSCI Emerging Mkts ETFSOLE | Com | 213.43K | SH | $14.35M 2.69% | 213.43K | 0.00 | 0.00 |
State Street SPDR Portfolio High Yield ETFSOLE | Com | 596.77K | SH | $14.13M 2.65% | 596.77K | 0.00 | 0.00 |
Abbvie IncSOLE | Com | 50.37K | SH | $11.51M 2.16% | 50.37K | 0.00 | 0.00 |
Amazon IncSOLE | Com | 48.61K | SH | $11.22M 2.10% | 48.61K | 0.00 | 0.00 |
Morgan StanleySOLE | Com | 59.60K | SH | $10.58M 1.98% | 59.60K | 0.00 | 0.00 |
Cisco Systems IncSOLE | Com | 130.23K | SH | $10.03M 1.88% | 130.23K | 0.00 | 0.00 |
Cardinal Health IncSOLE | Com | 47.31K | SH | $9.72M 1.82% | 47.31K | 0.00 | 0.00 |
Emerson Electric CoSOLE | Com | 64.46K | SH | $8.55M 1.60% | 64.46K | 0.00 | 0.00 |
Berkshire Hathaway Inc Cl BSOLE | Com | 16.42K | SH | $8.25M 1.55% | 16.37K | 0.00 | 50.00 |
Exxon Mobil CorpSOLE | Com | 64.16K | SH | $7.72M 1.45% | 64.16K | 0.00 | 0.00 |
Meta Platforms IncSOLE | Com | 11.55K | SH | $7.63M 1.43% | 11.55K | 0.00 | 0.00 |
Johnson & JohnsonSOLE | Com | 36.85K | SH | $7.63M 1.43% | 36.85K | 0.00 | 0.00 |
SPDR Dow Jones Industrial AverageSOLE | Com | 14.84K | SH | $7.13M 1.34% | 14.84K | 0.00 | 0.00 |
SPDR S&P 500 ETFSOLE | Com | 10.41K | SH | $7.10M 1.33% | 10.41K | 0.00 | 0.00 |
IBM CorpSOLE | Com | 22.80K | SH | $6.76M 1.27% | 22.80K | 0.00 | 0.00 |
RTX CorporationSOLE | Com | 35.45K | SH | $6.50M 1.22% | 35.45K | 0.00 | 0.00 |
Visa IncSOLE | Com | 17.85K | SH | $6.26M 1.17% | 17.85K | 0.00 | 0.00 |
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