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Iowa State Bank

Portfolio Manager
Iowa State Bank
Performance
-2.58% (2026 Q1)
AUM (13F)
$543.44M
# of Holdings
117
Performance Rank
Allocation (Top 20)
55.36%

Iowa State Bank Holdings Map

Top 50 Iowa State Bank Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
SPHY
State Street SPDR Portfolio High Yield ETF
5.98%1.39M$32.5M
+133.39%(+796.05K)
2025-Q1: 539.0K shares2025-Q2: 547.3K shares2025-Q3: 574.7K shares2025-Q4: 596.8K shares2026-Q1: 1.39M shares
$23.46(-0.25%)
2026-03-31
IEFA
iShares Core MSCI EAFE ETF
5.75%345.4K$31.3M
+6.66%(+21.57K)
2025-Q1: 283.3K shares2025-Q2: 276.7K shares2025-Q3: 322.0K shares2025-Q4: 323.9K shares2026-Q1: 345.4K shares
$71.49(+33.49%)
2026-03-31
IJH
iShares Core S&P Mid-Cap 400 Index ETF
4.73%380.4K$25.7M
-1.44%(-5.54K)
2025-Q1: 376.4K shares2025-Q2: 374.6K shares2025-Q3: 383.1K shares2025-Q4: 385.9K shares2026-Q1: 380.4K shares
$48.89(+49.87%)
2026-03-31
IEMG
iShares Core MSCI Emerging Mkts ETF
3.57%278.0K$19.4M
+30.24%(+64.53K)
2025-Q1: 221.9K shares2025-Q2: 220.0K shares2025-Q3: 216.0K shares2025-Q4: 213.4K shares2026-Q1: 278.0K shares
$56.13(+42.78%)
2026-03-31
JPM
JP Morgan Chase & Co
3.55%65.5K$19.3M
+2.79%(+1.78K)
2025-Q1: 67.8K shares2025-Q2: 67.3K shares2025-Q3: 64.5K shares2025-Q4: 63.8K shares2026-Q1: 65.5K shares
$81.03(+281.82%)
2026-03-31
AAPL
Apple Inc
3.55%75.9K$19.3M
-3.36%(-2.64K)
2025-Q1: 80.4K shares2025-Q2: 80.2K shares2025-Q3: 78.5K shares2025-Q4: 78.6K shares2026-Q1: 75.9K shares
$66.58(+326.84%)
2026-03-31
GOOGL
Alphabet Inc Class A
3.18%60.1K$17.3M
-5.02%(-3.17K)
2025-Q1: 47.0K shares2025-Q2: 47.3K shares2025-Q3: 56.8K shares2025-Q4: 63.2K shares2026-Q1: 60.1K shares
$124.95(+210.87%)
2026-03-31
NVDA
NVIDIA Corp
2.99%93.0K$16.2M
+5.21%(+4.61K)
2025-Q1: 87.1K shares2025-Q2: 87.8K shares2025-Q3: 85.9K shares2025-Q4: 88.4K shares2026-Q1: 93.0K shares
$67.81(+189.78%)
2026-03-31
MSFT
Microsoft Corp
2.74%40.3K$14.9M
+0.38%(+153)
2025-Q1: 40.9K shares2025-Q2: 40.8K shares2025-Q3: 40.4K shares2025-Q4: 40.1K shares2026-Q1: 40.3K shares
$72.58(+466.82%)
2026-03-31
IJR
iShares Core S&P Small-Cap 600 ETF
2.32%101.5K$12.6M
-36.00%(-57.11K)
2025-Q1: 175.5K shares2025-Q2: 179.9K shares2025-Q3: 161.2K shares2025-Q4: 158.7K shares2026-Q1: 101.5K shares
$106.44(+29.75%)
2026-03-31

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