Data as of Q4 2025 (Dec 31, 2025)

Iowa State Bank

•CIK: 1546967•Filing: Q4 2025

**Iowa State Bank** manages $533M across a diversified portfolio of 120 positions. The fund exhibits significant exposure to global equities, highlighted by top holdings including IEFA at $29.0M and IJH at $25.5M. Core technology and financial names anchor the portfolio, with substantial allocations to AAPL ($21.4M), JPM ($20.5M), and GOOGL ($19.8M). This structure suggests a mandate focused on established, large-cap growth and value leaders.

Total AUM
$533.3M
QoQ Performance
+1.5%
Positions
120
Top 10 Concentration
37.4%
Latest Filing
Q4 2025

Top Holdings Allocation

IEFA
IEFA5.4%
IJH4.8%
AAPL4.0%
JPM3.9%
GOOGL3.7%
MSFT3.6%
IJR3.6%
NVDA3.1%

📈 Biggest Buys

GOOGL
Alphabet Inc Class A
+11.3%
3.7% of portfolio
SPHY
State Street SPDR Portfolio High Yield ETF
+3.8%
2.6% of portfolio
NVDA
NVIDIA Corp
+2.9%
3.1% of portfolio
XLK
State Street Tech Select Sector SPDR ETF
NEW
0.1% of portfolio
AGG
iShares Core U.S. Agg Bond ETF
+15.8%
0.5% of portfolio

📉 Biggest Sells

CRM
Salesforce Inc
-6.5%
0.9% of portfolio
IJR
iShares Core S&P Small-Cap 600 ETF
-1.6%
3.6% of portfolio
JPM
JP Morgan Chase & Co
-1.2%
3.9% of portfolio
CHV
Chevron Corp
-3.3%
1.1% of portfolio
IBM
IBM Corp
-2.9%
1.3% of portfolio

Sector Breakdown

Other41.8%
Technology22.3%
Financial11.6%
Healthcare7.8%
Consumer4.6%
Industrial3.8%
Energy1.9%
ETF1.7%

🚪 Exited Positionssold since Q3 2025

CMCSA
Comcast Corp New Cl A
SOLD
$1.5M
BBWI
Bath & Body Works Inc
SOLD
$1.2M
RJF
Raymond James Financial Inc
SOLD
$204.9K

Changes from Q3 2025

NEW3 new positions
↑27 increased
↓64 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

📌 Top Holdings

IEFA5.4%
iShares Core MSCI EAFE ETF
$29.0M
IJH4.8%
iShares Core S&P Mid-Cap 400 Index ETF
$25.5M
AAPL4.0%
Apple Inc
$21.4M
JPM3.9%
JP Morgan Chase & Co
$20.5M
GOOGL3.7%
Alphabet Inc Class A
$19.8M

⚖️ Compare Fund

Compare this fund's holdings with other hedge funds.

🎯 Fund Movement Signals

See AI-analyzed fund movement signals and accumulation patterns.

👤 Insider Trading

See what corporate insiders are buying and selling.