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
📉 Biggest Sells
Sector Breakdown
Other41.2%
Technology22.3%
Financial11.1%
Healthcare7.8%
Consumer4.6%
Industrial3.8%
Energy3.0%
ETF1.7%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW3 new positions
↑27 increased
↓64 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022