Top 50 Iowa State Bank Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPHY | State Street SPDR Portfolio High Yield ETF | 5.98% | 1.39M | $32.5M | +133.39%(+796.05K) | $23.46(-0.25%) | 2026-03-31 | |
| IEFA | iShares Core MSCI EAFE ETF | 5.75% | 345.4K | $31.3M | +6.66%(+21.57K) | $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) | $48.89(+49.87%) | 2026-03-31 | |
| IEMG | iShares Core MSCI Emerging Mkts ETF | 3.57% | 278.0K | $19.4M | +30.24%(+64.53K) | $56.13(+42.78%) | 2026-03-31 | |
| JPM | JP Morgan Chase & Co | 3.55% | 65.5K | $19.3M | +2.79%(+1.78K) | $81.03(+281.82%) | 2026-03-31 | |
| AAPL | Apple Inc | 3.55% | 75.9K | $19.3M | -3.36%(-2.64K) | $66.58(+326.84%) | 2026-03-31 | |
| GOOGL | Alphabet Inc Class A | 3.18% | 60.1K | $17.3M | -5.02%(-3.17K) | $124.95(+210.87%) | 2026-03-31 | |
| NVDA | NVIDIA Corp | 2.99% | 93.0K | $16.2M | +5.21%(+4.61K) | $67.81(+189.78%) | 2026-03-31 | |
| MSFT | Microsoft Corp | 2.74% | 40.3K | $14.9M | +0.38%(+153) | $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) | $106.44(+29.75%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +10.50% | +34.92% |
| Top 20 Holdings Unweighted | +11.72% | +39.46% |
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