StockDriftsStockDriftsTop 50 Iowa State Bank Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IEFA | iShares Core MSCI EAFE ETF | 5.7% | 352.9K | $34.1M | +2.17%(+7.49K) | $71.93(+40.48%) | 2026-06-30 | |
| SPHY | State Street SPDR Portfolio High Yield ETF | 5.62% | 1.44M | $33.6M | +3.07%(+42.75K) | $23.45(-0.76%) | 2026-06-30 | |
| IJH | iShares Core S&P Mid Cap 400 Index ETF | 4.95% | 384.0K | $29.6M | +0.95%(+3.62K) | $49.10(+58.68%) | 2026-06-30 | |
| IEMG | iShares Core MSCI Emerging Mkts ETF | 3.9% | 281.9K | $23.4M | +1.41%(+3.92K) | $56.40(+42.24%) | 2026-06-30 | |
| AAPL | Apple Inc | 3.61% | 74.7K | $21.6M | -1.58%(-1.20K) | $66.42(+361.73%) | 2026-06-30 | |
| GOOGL | Alphabet Inc Class A | 3.59% | 60.2K | $21.5M | +0.14%(+86) | $125.23(+180.66%) | 2026-06-30 | |
| JPM | JP Morgan Chase & Co | 3.36% | 61.5K | $20.1M | -6.22%(-4.07K) | $81.03(+346.10%) | 2026-06-30 | |
| NVDA | NVIDIA Corp | 3.12% | 93.4K | $18.7M | +0.44%(+407) | $68.31(+222.73%) | 2026-06-30 | |
| IJR | iShares Core S&P Small Cap 600 ETF | 2.54% | 102.4K | $15.2M | +0.82%(+830) | $106.67(+39.45%) | 2026-06-30 | |
| MSFT | Microsoft Corp | 2.5% | 40.2K | $15.0M | -0.18%(-73) | $72.58(+592.73%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +14.05% | +48.34% | +8.27% | +48.76% |
| Top 20 Holdings Unweighted | +15.22% | +52.96% | +9.50% | +57.44% |
Iowa State Bank reports $598.39M in US-listed equity holdings across 118 positions in its most recent 13F filing. Its largest disclosed positions are IEFA (5.7%), SPHY (5.6%) and IJH (5.0%). The top 20 holdings account for 56.13% of reported assets. Its disclosed equity book has returned +48.34% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Iowa State Bank’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1546967). View Iowa State Bank’s 13F filings on SEC