The Analysis of Iowa State Bank's Holdings
Currently, Iowa State Bank holds 120 types of securities in its portfolio with a total value $533.3M. In the most recent quarter, they have increased their positions in N/A (+6.4K shares, valued at $2.0M), SPHY (+22.0K shares, valued at $521.4K), NVDA (+2.5K shares, valued at $472.0K); decreased their positions in CRM (-1.3K shares, valued at $332.5K), IJR (-2.5K shares, valued at $304.4K), JPM (-744 shares, valued at $239.7K); initiated new positions in XLK (+2.7K shares, valued at $383.2K), XLF (+5.8K shares, valued at $314.9K), XLP (+2.8K shares, valued at $215.9K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
IEFA iShares Core MSCI EAFE ETF323.9K shares0.59%2025-12-312026-01-06
IJH iShares Core S&P Mid-Cap 400 Index ETF385.9K shares0.72%2025-12-312026-01-06 AAPL Apple Inc78.6K shares0.07%2025-12-312026-01-06 JPM JP Morgan Chase & Co63.8K shares-1.15%2025-12-312026-01-06 MSFT Microsoft Corp40.1K shares-0.77%2025-12-312026-01-06 IJR iShares Core S&P Small-Cap 600 ETF158.7K shares-1.57%2025-12-312026-01-06 NVDA NVIDIA Corp88.4K shares2.95%2025-12-312026-01-06 IEMG iShares Core MSCI Emerging Mkts ETF213.4K shares-1.17%2025-12-312026-01-06 SPHY State Street SPDR Portfolio High Yield ETF596.8K shares3.83%2025-12-312026-01-06 ABBV Abbvie Inc50.4K shares-0.59%2025-12-312026-01-06 AMZN Amazon Inc48.6K shares1.41%2025-12-312026-01-06 MS Morgan Stanley59.6K shares-0.87%2025-12-312026-01-06 CSCO Cisco Systems Inc130.2K shares-1.40%2025-12-312026-01-06 CAH Cardinal Health Inc47.3K shares-0.12%2025-12-312026-01-06 EMR Emerson Electric Co64.5K shares-0.22%2025-12-312026-01-06 XOM Exxon Mobil Corp64.2K shares-1.45%2025-12-312026-01-06 META Meta Platforms Inc11.6K shares0.59%2025-12-312026-01-06 JNJ Johnson & Johnson36.8K shares-1.29%2025-12-312026-01-06 DIA SPDR Dow Jones Industrial Average14.8K shares0.00%2025-12-312026-01-06 SPY SPDR S&P 500 ETF10.4K shares2.87%2025-12-312026-01-06 IBM IBM Corp22.8K shares-2.92%2025-12-312026-01-06 RTX RTX Corporation35.4K shares-0.62%2025-12-312026-01-06 V Visa Inc17.8K shares-1.38%2025-12-312026-01-06 ORCL Oracle Corp31.7K shares0.50%2025-12-312026-01-06 LLY Eli Lilly & Co5.7K shares1.25%2025-12-312026-01-06 CVX Chevron Corp39.7K shares-3.30%2025-12-312026-01-06 Broadcom Inc Broadcom Inc16.6K shares0.05%2025-12-312026-01-06 PLTR Palantir Technologies Inc31.3K shares3.48%2025-12-312026-01-06 PG Procter & Gamble Co38.0K shares-3.16%2025-12-312026-01-06 BRK.A Berkshire Hathaway Inc Cl A7 shares0.00%2025-12-312026-01-06 BAC Bank of America Corp95.1K shares-2.63%2025-12-312026-01-06 CAT Caterpillar Inc9.1K shares-1.88%2025-12-312026-01-06 PRU Prudential Financial45.3K shares-1.70%2025-12-312026-01-06 CRM Salesforce Inc18.2K shares-6.45%2025-12-312026-01-06 YUM Yum Brands Inc30.5K shares-0.41%2025-12-312026-01-06 PEP Pepsico Inc31.7K shares-3.44%2025-12-312026-01-06 TFC Truist Financial Corp87.3K shares-3.11%2025-12-312026-01-06 DIS Walt Disney Company36.4K shares0.47%2025-12-312026-01-06 VZ Verizon Communications Inc96.1K shares-3.31%2025-12-312026-01-06 PANW Palo Alto Networks Inc20.8K shares1.59%2025-12-312026-01-06 MET MetLife Inc46.5K shares-3.08%2025-12-312026-01-06 ICE Intercontinental Exchange Inc22.1K shares0.18%2025-12-312026-01-06 UPS United Parcel Service32.2K shares-0.59%2025-12-312026-01-06 AMGN Amgen Inc9.6K shares-2.25%2025-12-312026-01-06 LOW Lowes Companies Inc12.9K shares-2.00%2025-12-312026-01-06 MCD McDonalds Corp10.1K shares-1.75%2025-12-312026-01-06 SCHW Charles Schwab Corp30.3K shares1.20%2025-12-312026-01-06 WM Waste Management Inc13.3K shares-0.31%2025-12-312026-01-06 GILD Gilead Sciences Inc22.7K shares-2.21%2025-12-312026-01-06 WMT Wal-Mart Stores Inc24.8K shares-0.67%2025-12-312026-01-06 SPYG State Street SPDR S&P 500 Growth ETF25.6K shares-1.39%2025-12-312026-01-06 ADI Analog Devices Inc9.8K shares1.52%2025-12-312026-01-06 HON Honeywell Intl Inc13.3K shares-0.41%2025-12-312026-01-06 AMT American Tower Corp REIT14.4K shares-6.70%2025-12-312026-01-06 BMY Bristol-Myers Squibb Corp46.8K shares-4.26%2025-12-312026-01-06 AGG iShares Core U.S. Agg Bond ETF25.2K shares15.82%2025-12-312026-01-06 FCX Freeport-McMoran, Inc49.1K shares0.44%2025-12-312026-01-06 JCI Johnson Ctls Intl Plc20.0K shares1.24%2025-12-312026-01-06 EOG EOG Resources Inc22.7K shares-4.95%2025-12-312026-01-06 TJX TJX Companies Inc15.4K shares1.03%2025-12-312026-01-06 Cencora, Inc Cencora, Inc6.9K shares1.36%2025-12-312026-01-06 Linde Plc Linde Plc5.4K shares-2.03%2025-12-312026-01-06 DLR Digital Realty Trust Inc14.4K shares-1.87%2025-12-312026-01-06 PFE Pfizer Inc89.3K shares-4.28%2025-12-312026-01-06 IVV iShares Core S&P 500 ETF3.2K shares0.00%2025-12-312026-01-06 MAS Masco Corp34.5K shares-6.11%2025-12-312026-01-06 T AT&T Inc84.6K shares-3.38%2025-12-312026-01-06 COST Costco Wholesale Corp2.1K shares0.14%2025-12-312026-01-06 ABT Abbott Laboratories13.9K shares-5.53%2025-12-312026-01-06 Medtronic plc Medtronic plc18.0K shares-2.28%2025-12-312026-01-06 MDLZ Mondelez International Inc31.9K shares-5.40%2025-12-312026-01-06 VTV Vanguard Value Index Fund ETF8.9K shares0.00%2025-12-312026-01-06 NKE Nike Inc Class B26.4K shares-8.88%2025-12-312026-01-06 CVS CVS Health Corporation21.2K shares-1.90%2025-12-312026-01-06 PYPL PayPal Holdings Inc28.5K shares-9.05%2025-12-312026-01-06 EXC Exelon Corp32.7K shares-1.72%2025-12-312026-01-06 NSC Norfolk Southern Corp4.8K shares-2.11%2025-12-312026-01-06 VTI Vanguard Total Stock Market4.0K shares0.00%2025-12-312026-01-06 SYY Sysco Corp17.6K shares-4.10%2025-12-312026-01-06 ING ING Groep NV ADR31.6K shares0.00%2025-12-312026-01-06 DFIV Dimensional International Value Fund ETF15.8K shares0.00%2025-12-312026-01-06 IWM iShares Russell 2000 Index ETF3.1K shares0.00%2025-12-312026-01-06 HD Home Depot Inc2.0K shares-8.25%2025-12-312026-01-06 CWI SPDR MSCI ACWI ex-US ETF17.5K shares-0.72%2025-12-312026-01-06 WFC Wells Fargo & Co6.3K shares-0.79%2025-12-312026-01-06 DFNM Dimensional National ETF11.3K shares0.00%2025-12-312026-01-06 VBR Vanguard Small-Cap Value ETF2.5K shares0.00%2025-12-312026-01-06 PFG Principal Financial Group5.7K shares0.00%2025-12-312026-01-06 QCOM QUALCOMM Inc2.8K shares-2.34%2025-12-312026-01-06 IHF Ishares Dow Jones US Health Care Prov Index10.0K shares0.00%2025-12-312026-01-06 VEA Vanguard FTSE Dev Mkt ETF7.5K shares0.00%2025-12-312026-01-06 MUB iShares National Muni Bond ETF4.1K shares0.00%2025-12-312026-01-06 SPYV State Street SPDR Portfolio S&P 500 Value ETF7.1K shares0.00%2025-12-312026-01-06 XLK State Street Tech Select Sector SPDR ETF2.7K sharesnew addition2025-12-312026-01-06 MEAR iShares US ETF Tr Blackrock Short6.6K shares0.00%2025-12-312026-01-06 VGIT Vanguard Intermediate-Term Treas Fd ETF5.3K shares0.00%2025-12-312026-01-06 XLF State Street Financial Select Sector SPDR ETF5.8K sharesnew addition2025-12-312026-01-06 XLV State Street Health Care Select Sec SPDR ETF2.0K shares0.00%2025-12-312026-01-06 XLE State Street Energy Select Sector SPDR ETF6.9K shares170.34%2025-12-312026-01-06 IWB iShares Russell 1000 ETF800 shares0.00%2025-12-312026-01-06 AFL AFLAC Incorporated2.5K shares0.00%2025-12-312026-01-06 VNQ Vanguard Real Estate ETF3.0K shares0.00%2025-12-312026-01-06 DE Deere & Company574 shares-4.49%2025-12-312026-01-06 RY Royal Bank Canada Montreal1.6K shares0.00%2025-12-312026-01-06 LGLV State St SPDR US Low Volatility Index ETF1.5K shares-10.18%2025-12-312026-01-06 VIG Vanguard Dividend Appreciation ETF1.2K shares-4.84%2025-12-312026-01-06 HSY The Hershey Company1.3K shares-18.65%2025-12-312026-01-06 XLP Consumer Staples Select Sector SPDR ETF2.8K sharesnew addition2025-12-312026-01-06 IWL iShares Russell Top 200 ETF1.2K shares0.00%2025-12-312026-01-06 BDJ BlackRock Enhanced Equity Dividend Trust14.7K shares0.00%2025-12-312026-01-06 CATX Perspective Therapeutics Inc19.1K shares0.00%2025-12-312026-01-06 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available