Sponsored

The Analysis of Iowa State Bank's Holdings & P&L

Currently, Iowa State Bank holds 117 types of securities in its portfolio with a total value $543.4M. In the most recent quarter, they have increased their positions in SPHY (+796.1K shares, valued at $18.6M), IWM (+25.7K shares, valued at $6.4M), IEMG (+64.5K shares, valued at $4.5M); decreased their positions in IJR (-57.1K shares, valued at $7.1M), CAH (-9.1K shares, valued at $1.9M), ABBV (-5.0K shares, valued at $1.1M); initiated new positions in KO (+43.3K shares, valued at $3.3M), NFLX (+24.1K shares, valued at $2.3M), MU (+4.4K shares, valued at $1.5M).

1M P&L

+18.0M+3.51%

3M P&L

+17.5M+3.42%

HY P&L

+45.3M+9.37%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A163.1M

33.5%

2Drug Manufacturers - General33.0M

6.8%

3Software - Infrastructure29.1M

6.0%

Top Industries by Stock Count

1N/A31 stocks

29.8%

2Drug Manufacturers - General7 stocks

6.7%

3Banks - Diversified5 stocks

4.8%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SPHY State Street SPDR Portfolio High Yield ETF1.4M shares133.39%2026-03-312026-04-15

IEFA iShares Core MSCI EAFE ETF345.4K shares6.66%2026-03-312026-04-15

IJH iShares Core S&P Mid-Cap 400 Index ETF380.4K shares-1.44%2026-03-312026-04-15

IEMG iShares Core MSCI Emerging Mkts ETF278.0K shares30.24%2026-03-312026-04-15

JPM JP Morgan Chase & Co65.5K shares2.79%2026-03-312026-04-15

AAPL Apple Inc75.9K shares-3.36%2026-03-312026-04-15

Alphabet Inc Class A Alphabet Inc Class A60.1K shares-5.02%2026-03-312026-04-15

NVDA NVIDIA Corp93.0K shares5.21%2026-03-312026-04-15

Sponsored

MSFT Microsoft Corp40.3K shares0.38%2026-03-312026-04-15

IJR iShares Core S&P Small-Cap 600 ETF101.5K shares-36.00%2026-03-312026-04-15

XOM Exxon Mobil Corp69.6K shares8.41%2026-03-312026-04-15

CSCO Cisco Systems Inc132.9K shares2.04%2026-03-312026-04-15

AMZN Amazon Inc47.4K shares-2.43%2026-03-312026-04-15

ABBV Abbvie Inc45.3K shares-10.01%2026-03-312026-04-15

MS Morgan Stanley59.1K shares-0.89%2026-03-312026-04-15

CVX Chevron Corp41.9K shares5.71%2026-03-312026-04-15

Sponsored

EMR Emerson Electric Co63.5K shares-1.46%2026-03-312026-04-15

JNJ Johnson & Johnson33.3K shares-9.63%2026-03-312026-04-15

CAH Cardinal Health Inc38.2K shares-19.31%2026-03-312026-04-15

META Meta Platforms Inc13.3K shares15.21%2026-03-312026-04-15

Berkshire Hathaway Inc Cl B Berkshire Hathaway Inc Cl B15.5K shares-5.51%2026-03-312026-04-15

IWM iShares Russell 2000 Index ETF28.8K shares832.04%2026-03-312026-04-15

Eaton Corp PLC Eaton Corp PLC19.3K shares-0.13%2026-03-312026-04-15

DIA State Street SPDR Dow Jones Indl Average14.8K shares0.00%2026-03-312026-04-15

Sponsored

RTX RTX Corporation35.0K shares-1.15%2026-03-312026-04-15

SPY State Street SPDR S&P 500 ETF Trust9.9K shares-4.63%2026-03-312026-04-15

CAT Caterpillar Inc8.9K shares-1.82%2026-03-312026-04-15

IBM IBM Corp24.9K shares9.12%2026-03-312026-04-15

PLTR Palantir Technologies Inc37.7K shares20.47%2026-03-312026-04-15

Broadcom Inc Broadcom Inc17.7K shares6.85%2026-03-312026-04-15

Duke Energy Corp Duke Energy Corp41.9K shares3.79%2026-03-312026-04-15

V Visa Inc17.4K shares-2.78%2026-03-312026-04-15

Sponsored

ORCL Oracle Corp35.4K shares11.68%2026-03-312026-04-15

PG Procter & Gamble Co35.7K shares-6.14%2026-03-312026-04-15

BRK.A Berkshire Hathaway Inc Cl A7 shares0.00%2026-03-312026-04-15

PEP Pepsico Inc31.7K shares-0.08%2026-03-312026-04-15

YUM Yum Brands Inc30.6K shares0.23%2026-03-312026-04-15

LLY Eli Lilly & Co5.1K shares-9.16%2026-03-312026-04-15

PRU Prudential Financial47.0K shares3.56%2026-03-312026-04-15

BAC Bank of America Corp93.3K shares-1.89%2026-03-312026-04-15

Sponsored

VZ Verizon Communications Inc90.2K shares-6.17%2026-03-312026-04-15

CRM Salesforce Inc19.3K shares6.27%2026-03-312026-04-15

DIS Walt Disney Company36.7K shares0.71%2026-03-312026-04-15

ICE Intercontinental Exchange Inc22.1K shares-0.14%2026-03-312026-04-15

PANW Palo Alto Networks Inc21.4K shares2.87%2026-03-312026-04-15

BlackRock, Inc. BlackRock, Inc.3.5K shares-2.08%2026-03-312026-04-15

AMGN Amgen Inc9.5K shares-1.09%2026-03-312026-04-15

TFC Truist Financial Corp71.8K shares-17.72%2026-03-312026-04-15

Sponsored

KO Coca Cola Co43.3K sharesnew addition2026-03-312026-04-15

UPS United Parcel Service32.1K shares-0.40%2026-03-312026-04-15

ADI Analog Devices Inc9.9K shares0.64%2026-03-312026-04-15

MCD McDonalds Corp9.9K shares-1.99%2026-03-312026-04-15

Du Pont De Nemours Inc Du Pont De Nemours Inc67.3K shares163.89%2026-03-312026-04-15

WM Waste Management Inc13.4K shares0.40%2026-03-312026-04-15

HON Honeywell Intl Inc13.4K shares1.15%2026-03-312026-04-15

LOW Lowes Companies Inc12.4K shares-4.50%2026-03-312026-04-15

Sponsored

WMT Wal-Mart Stores Inc23.0K shares-7.23%2026-03-312026-04-15

SCHW Charles Schwab Corp30.3K shares-0.05%2026-03-312026-04-15

AMT American Tower Corp REIT16.1K shares12.21%2026-03-312026-04-15

Linde Plc Linde Plc5.3K shares-2.60%2026-03-312026-04-15

JCI Johnson Ctls Intl Plc20.0K shares-0.19%2026-03-312026-04-15

MET MetLife Inc36.9K shares-20.67%2026-03-312026-04-15

GILD Gilead Sciences Inc18.7K shares-17.80%2026-03-312026-04-15

DLR Digital Realty Trust Inc14.3K shares-0.47%2026-03-312026-04-15

Sponsored

T AT&T Inc87.4K shares3.32%2026-03-312026-04-15

PFE Pfizer Inc87.8K shares-1.65%2026-03-312026-04-15

TJX TJX Companies Inc15.1K shares-1.96%2026-03-312026-04-15

SPYG State Street SPDR S&P 500 Growth ETF23.8K shares-7.02%2026-03-312026-04-15

NFLX Netflix, Inc24.1K sharesnew addition2026-03-312026-04-15

IVV iShares Core S&P 500 ETF3.3K shares2.25%2026-03-312026-04-15

Cencora, Inc Cencora, Inc6.8K shares-1.27%2026-03-312026-04-15

COST Costco Wholesale Corp2.1K shares1.29%2026-03-312026-04-15

Sponsored

MAS Masco Corp34.7K shares0.66%2026-03-312026-04-15

AGG iShares Core U.S. Agg Bond ETF20.4K shares-18.98%2026-03-312026-04-15

FCX Freeport-McMoran, Inc33.6K shares-31.53%2026-03-312026-04-15

BMY Bristol-Myers Squibb Corp30.4K shares-34.98%2026-03-312026-04-15

VTV Vanguard Value Index Fund ETF8.9K shares0.00%2026-03-312026-04-15

ABT Abbott Laboratories16.9K shares21.07%2026-03-312026-04-15

MDLZ Mondelez International Inc29.9K shares-6.12%2026-03-312026-04-15

EXC Exelon Corp32.5K shares-0.62%2026-03-312026-04-15

Sponsored

NKE Nike Inc Class B28.0K shares6.04%2026-03-312026-04-15

CVS CVS Health Corporation20.5K shares-3.25%2026-03-312026-04-15

MU Micron Tech4.4K sharesnew addition2026-03-312026-04-15

VTI Vanguard Total Stock Market4.1K shares2.45%2026-03-312026-04-15

SYY Sysco Corp17.7K shares0.70%2026-03-312026-04-15

Medtronic plc Medtronic plc14.3K shares-20.76%2026-03-312026-04-15

DFIV Dimensional International Value Fund ETF15.8K shares0.00%2026-03-312026-04-15

ING ING Groep NV ADR31.5K shares-0.26%2026-03-312026-04-15

Sponsored

HD Home Depot Inc2.0K shares0.00%2026-03-312026-04-15

CWI State Street SPDR MSCI ACWI ex-US ETF17.3K shares-1.15%2026-03-312026-04-15

Invesco QQQ Trust Invesco QQQ Trust1.0K shares-1.47%2026-03-312026-04-15

DFNM Dimensional National ETF11.3K shares0.00%2026-03-312026-04-15

WFC Wells Fargo & Co6.3K shares0.00%2026-03-312026-04-15

PFG Principal Financial Group5.5K shares-3.89%2026-03-312026-04-15

VEA Vanguard FTSE Dev Mkt ETF7.7K shares2.42%2026-03-312026-04-15

VBR Vanguard Small-Cap Value ETF2.1K shares-17.07%2026-03-312026-04-15

Sponsored

MUB iShares National Muni Bond ETF4.2K shares2.64%2026-03-312026-04-15

IHF iShares Dow Jones US Health Care Prov Index10.0K shares0.00%2026-03-312026-04-15

SPYV State Street SPDR Portfolio S&P 500 Value ETF7.1K shares0.00%2026-03-312026-04-15

DE Deere & Company642 shares11.85%2026-03-312026-04-15

MEAR iShares US ETF Tr Blackrock Short6.6K shares0.00%2026-03-312026-04-15

VGIT Vanguard Intermediate-Term Treas Fd ETF5.3K shares0.00%2026-03-312026-04-15

XLV State Street Health Care Select Sec SPDR ETF2.0K shares0.00%2026-03-312026-04-15

IWB iShares Russell 1000 ETF800 shares0.00%2026-03-312026-04-15

Sponsored

VNQ Vanguard Real Estate ETF3.2K shares4.04%2026-03-312026-04-15

XLE State Street Energy Select Sector SPDR ETF4.6K shares-33.22%2026-03-312026-04-15

AFL AFLAC Incorporated2.5K shares0.00%2026-03-312026-04-15

VIG Vanguard Dividend Appreciation ETF1.2K shares0.00%2026-03-312026-04-15

RY Royal Bank Canada Montreal1.6K shares0.00%2026-03-312026-04-15

HSY The Hershey Company1.2K shares-5.87%2026-03-312026-04-15

LGLV State St SPDR US Low Volatility Index ETF1.3K shares-10.87%2026-03-312026-04-15

QCOM QUALCOMM Inc1.8K shares-37.75%2026-03-312026-04-15

Sponsored

Invesco RAFI US 1000 ETF Invesco RAFI US 1000 ETF4.8K shares0.00%2026-03-312026-04-15

ED Consolidated Edison Inc1.9K sharesnew addition2026-03-312026-04-15

Merck & Co Inc Merck & Co Inc1.7K shares-39.86%2026-03-312026-04-15

BDJ BlackRock Enhanced Equity Dividend Trust14.7K shares0.00%2026-03-312026-04-15

CATX Perspective Therapeutics Inc19.1K shares0.00%2026-03-312026-04-15

SPHY

State Street SPDR Portfolio High Yield ETF

133.39%

Shares1.4M

Event2026-03-31

Filed2026-04-15

IEFA

iShares Core MSCI EAFE ETF

6.66%

Shares345.4K

Event2026-03-31

Filed2026-04-15

IJH

iShares Core S&P Mid-Cap 400 Index ETF

-1.44%

Shares380.4K

Event2026-03-31

Filed2026-04-15

IEMG

iShares Core MSCI Emerging Mkts ETF

30.24%

Shares278.0K

Event2026-03-31

Filed2026-04-15

JPM

JP Morgan Chase & Co

2.79%

Shares65.5K

Event2026-03-31

Filed2026-04-15

AAPL

Apple Inc

-3.36%

Shares75.9K

Event2026-03-31

Filed2026-04-15

Alphabet Inc Class A

-5.02%

Shares60.1K

Event2026-03-31

Filed2026-04-15

NVDA

NVIDIA Corp

5.21%

Shares93.0K

Event2026-03-31

Filed2026-04-15

MSFT

Microsoft Corp

0.38%

Shares40.3K

Event2026-03-31

Filed2026-04-15

IJR

iShares Core S&P Small-Cap 600 ETF

-36.00%

Shares101.5K

Event2026-03-31

Filed2026-04-15

XOM

Exxon Mobil Corp

8.41%

Shares69.6K

Event2026-03-31

Filed2026-04-15

CSCO

Cisco Systems Inc

2.04%

Shares132.9K

Event2026-03-31

Filed2026-04-15

AMZN

Amazon Inc

-2.43%

Shares47.4K

Event2026-03-31

Filed2026-04-15

ABBV

Abbvie Inc

-10.01%

Shares45.3K

Event2026-03-31

Filed2026-04-15

Morgan Stanley

-0.89%

Shares59.1K

Event2026-03-31

Filed2026-04-15

CVX

Chevron Corp

5.71%

Shares41.9K

Event2026-03-31

Filed2026-04-15

EMR

Emerson Electric Co

-1.46%

Shares63.5K

Event2026-03-31

Filed2026-04-15

JNJ

Johnson & Johnson

-9.63%

Shares33.3K

Event2026-03-31

Filed2026-04-15

CAH

Cardinal Health Inc

-19.31%

Shares38.2K

Event2026-03-31

Filed2026-04-15