Filed: 4/15/2026ACC: 0001546967-26-000002
📋 What this filing means
IOWA STATE BANK filed this quarterly 13F‑HR report disclosing 117 equity positions with a total reported market value of $543.44M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
117
Positions
$543.44M
Total AUM (reported)
5.31M
Total Shares
Allocation by class
COM$543.44M100.0%
Portfolio Concentration
Top 3$89.44M16.5%
4–10$118.96M21.9%
11–25$127.50M23.5%
Rest$207.54M38.2%
Top 3 weight
16.5%
Top 10 weight
38.3%
Voting Authority Distribution
Total shares with voting rights: 5.31M
Sole
Full voting authority
5.30M
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)
Sole117
Shared0
Other0
Dominant voting typeSole · 99.8% of voting shares
Institutional Holdings117
Rows:
State Street SPDR Portfolio High Yield ETF
SOLEShares1.39M
TypeSH
Market value$32.48M
5.98%
Sole
1.39M
Shared
0.00
None
0.00
iShares Core MSCI EAFE ETF
SOLEShares345.43K
TypeSH
Market value$31.27M
5.75%
Sole
345.43K
Shared
0.00
None
0.00
iShares Core S&P Mid-Cap 400 Index ETF
SOLEShares380.37K
TypeSH
Market value$25.69M
4.73%
Sole
380.37K
Shared
0.00
None
0.00
iShares Core MSCI Emerging Mkts ETF
SOLEShares277.96K
TypeSH
Market value$19.39M
3.57%
Sole
277.96K
Shared
0.00
None
0.00
JP Morgan Chase & Co
SOLEShares65.55K
TypeSH
Market value$19.28M
3.55%
Sole
65.55K
Shared
0.00
None
0.00
Apple Inc
SOLEShares75.93K
TypeSH
Market value$19.27M
3.55%
Sole
75.93K
Shared
0.00
None
0.00
Alphabet Inc Class A
SOLEShares60.07K
TypeSH
Market value$17.27M
3.18%
Sole
60.07K
Shared
0.00
None
0.00
NVIDIA Corp
SOLEShares93.04K
TypeSH
Market value$16.23M
2.99%
Sole
93.04K
Shared
0.00
None
0.00
Microsoft Corp
SOLEShares40.25K
TypeSH
Market value$14.90M
2.74%
Sole
40.25K
Shared
0.00
None
0.00
iShares Core S&P Small-Cap 600 ETF
SOLEShares101.54K
TypeSH
Market value$12.62M
2.32%
Sole
101.54K
Shared
0.00
None
0.00
Exxon Mobil Corp
SOLEShares69.56K
TypeSH
Market value$11.80M
2.17%
Sole
69.56K
Shared
0.00
None
0.00
Cisco Systems Inc
SOLEShares132.89K
TypeSH
Market value$10.31M
1.90%
Sole
132.89K
Shared
0.00
None
0.00
Amazon Inc
SOLEShares47.43K
TypeSH
Market value$9.88M
1.82%
Sole
47.43K
Shared
0.00
None
0.00
Abbvie Inc
SOLEShares45.33K
TypeSH
Market value$9.86M
1.81%
Sole
45.33K
Shared
0.00
None
0.00
Morgan Stanley
SOLEShares59.07K
TypeSH
Market value$9.72M
1.79%
Sole
59.07K
Shared
0.00
None
0.00
Chevron Corp
SOLEShares41.94K
TypeSH
Market value$8.68M
1.60%
Sole
41.94K
Shared
0.00
None
0.00
Emerson Electric Co
SOLEShares63.52K
TypeSH
Market value$8.32M
1.53%
Sole
63.52K
Shared
0.00
None
0.00
Johnson & Johnson
SOLEShares33.30K
TypeSH
Market value$8.14M
1.50%
Sole
33.30K
Shared
0.00
None
0.00
Cardinal Health Inc
SOLEShares38.18K
TypeSH
Market value$8.07M
1.48%
Sole
38.18K
Shared
0.00
None
0.00
Meta Platforms Inc
SOLEShares13.31K
TypeSH
Market value$7.62M
1.40%
Sole
13.31K
Shared
0.00
None
0.00
Berkshire Hathaway Inc Cl B
SOLEShares15.51K
TypeSH
Market value$7.43M
1.37%
Sole
15.46K
Shared
0.00
None
50.00
iShares Russell 2000 Index ETF
SOLEShares28.80K
TypeSH
Market value$7.14M
1.31%
Sole
28.80K
Shared
0.00
None
0.00
Eaton Corp PLC
SOLEShares19.29K
TypeSH
Market value$6.90M
1.27%
Sole
19.29K
Shared
0.00
None
0.00
State Street SPDR Dow Jones Indl Average
SOLEShares14.84K
TypeSH
Market value$6.87M
1.27%
Sole
14.84K
Shared
0.00
None
0.00
RTX Corporation
SOLEShares35.04K
TypeSH
Market value$6.76M
1.24%
Sole
35.04K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
State Street SPDR Portfolio High Yield ETFSOLE | Com | 1.39M | SH | $32.48M 5.98% | 1.39M | 0.00 | 0.00 |
iShares Core MSCI EAFE ETFSOLE | Com | 345.43K | SH | $31.27M 5.75% | 345.43K | 0.00 | 0.00 |
iShares Core S&P Mid-Cap 400 Index ETFSOLE | Com | 380.37K | SH | $25.69M 4.73% | 380.37K | 0.00 | 0.00 |
iShares Core MSCI Emerging Mkts ETFSOLE | Com | 277.96K | SH | $19.39M 3.57% | 277.96K | 0.00 | 0.00 |
JP Morgan Chase & CoSOLE | Com | 65.55K | SH | $19.28M 3.55% | 65.55K | 0.00 | 0.00 |
Apple IncSOLE | Com | 75.93K | SH | $19.27M 3.55% | 75.93K | 0.00 | 0.00 |
Alphabet Inc Class ASOLE | Com | 60.07K | SH | $17.27M 3.18% | 60.07K | 0.00 | 0.00 |
NVIDIA CorpSOLE | Com | 93.04K | SH | $16.23M 2.99% | 93.04K | 0.00 | 0.00 |
Microsoft CorpSOLE | Com | 40.25K | SH | $14.90M 2.74% | 40.25K | 0.00 | 0.00 |
iShares Core S&P Small-Cap 600 ETFSOLE | Com | 101.54K | SH | $12.62M 2.32% | 101.54K | 0.00 | 0.00 |
Exxon Mobil CorpSOLE | Com | 69.56K | SH | $11.80M 2.17% | 69.56K | 0.00 | 0.00 |
Cisco Systems IncSOLE | Com | 132.89K | SH | $10.31M 1.90% | 132.89K | 0.00 | 0.00 |
Amazon IncSOLE | Com | 47.43K | SH | $9.88M 1.82% | 47.43K | 0.00 | 0.00 |
Abbvie IncSOLE | Com | 45.33K | SH | $9.86M 1.81% | 45.33K | 0.00 | 0.00 |
Morgan StanleySOLE | Com | 59.07K | SH | $9.72M 1.79% | 59.07K | 0.00 | 0.00 |
Chevron CorpSOLE | Com | 41.94K | SH | $8.68M 1.60% | 41.94K | 0.00 | 0.00 |
Emerson Electric CoSOLE | Com | 63.52K | SH | $8.32M 1.53% | 63.52K | 0.00 | 0.00 |
Johnson & JohnsonSOLE | Com | 33.30K | SH | $8.14M 1.50% | 33.30K | 0.00 | 0.00 |
Cardinal Health IncSOLE | Com | 38.18K | SH | $8.07M 1.48% | 38.18K | 0.00 | 0.00 |
Meta Platforms IncSOLE | Com | 13.31K | SH | $7.62M 1.40% | 13.31K | 0.00 | 0.00 |
Berkshire Hathaway Inc Cl BSOLE | Com | 15.51K | SH | $7.43M 1.37% | 15.46K | 0.00 | 50.00 |
iShares Russell 2000 Index ETFSOLE | Com | 28.80K | SH | $7.14M 1.31% | 28.80K | 0.00 | 0.00 |
Eaton Corp PLCSOLE | Com | 19.29K | SH | $6.90M 1.27% | 19.29K | 0.00 | 0.00 |
State Street SPDR Dow Jones Indl AverageSOLE | Com | 14.84K | SH | $6.87M 1.27% | 14.84K | 0.00 | 0.00 |
RTX CorporationSOLE | Com | 35.04K | SH | $6.76M 1.24% | 35.04K | 0.00 | 0.00 |
Page 1 of 5
…