StockDriftsStockDriftsTop 50 Iowa State Bank Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IEFA | iShares Core MSCI EAFE ETF | 5.98% | 365.5K | $35.4M | +3.56%(+12.57K) | $72.78(+31.85%) | 2026-09-30 | |
| SPHY | State Street SPDR Portfolio High Yield ETF | 5.86% | 1.54M | $34.7M | +6.93%(+99.44K) | $23.43(-4.21%) | 2026-09-30 | |
| AAPL | Apple Inc | 4.81% | 85.5K | $28.5M | +14.46%(+10.80K) | $97.33(+252.34%) | 2026-09-30 | |
| IJH | iShares Core S&P Mid Cap 400 Index ETF | 4.77% | 392.5K | $28.2M | +2.22%(+8.53K) | $49.65(+45.77%) | 2026-09-30 | |
| IEMG | iShares Core MSCI Emerging Mkts ETF | 3.92% | 285.5K | $23.2M | +1.28%(+3.62K) | $56.72(+36.35%) | 2026-09-30 | |
| MSFT | Microsoft Corp | 3.76% | 43.4K | $22.3M | +8.02%(+3.22K) | $100.07(+433.13%) | 2026-09-30 | |
| NVDA | NVIDIA Corp | 3.63% | 94.0K | $21.5M | +0.55%(+516) | $69.11(+214.11%) | 2026-09-30 | |
| JPM | JP Morgan Chase & Co | 3.28% | 58.6K | $19.4M | -4.69%(-2.88K) | $81.03(+311.60%) | 2026-09-30 | |
| GOOGL | Alphabet Inc Class A | 3.06% | 52.7K | $18.1M | -12.43%(-7.48K) | $125.28(+174.74%) | 2026-09-30 | |
| IJR | iShares Core S&P Small Cap 600 ETF | 2.36% | 102.6K | $14.0M | +0.23%(+234) | $103.03(+31.83%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +15.23% | +52.99% | +8.69% | +51.66% |
| Top 20 Holdings Unweighted | +16.20% | +56.90% | +9.84% | +59.85% |
Iowa State Bank reports $591.71M in US-listed equity holdings across 116 positions in its most recent 13F filing. Its largest disclosed positions are IEFA (6.0%), SPHY (5.9%) and AAPL (4.8%). The top 20 holdings account for 58.19% of reported assets. Its disclosed equity book has returned +52.99% on a three-year cumulative basis. Figures reflect the Q3 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