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Size ($ in 1000's)
At 12/31/2023: $417,000
At 09/30/2023: $385,374
Iowa State Bank holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Iowa State Bank 13F filings.
Link to 13F filings: SEC filings
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As of 12/31/2023, below is a summary of the Iowa State Bank top holdings by largest position size, as per the latest 13f filing made by Iowa State Bank.
In the Iowa State Bank-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Iowa State Bank in that top holding, then the share count change between reporting periods, and finally the Iowa State Bank top holding position size
for that row.
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size
($ in 1000's) |
|---|
| iShares Core MSCI EAFE ETF (IEFA) |
278,446 |
-694 |
$19,589 | | IEFA | 278,446 | -694 | $19,589 | | iShares Core S&P Mid Cap 400 Index ETF (IJH) |
66,044 |
-427 |
$18,304 | | IJH | 66,044 | -427 | $18,304 | | Microsoft Corp |
43,751 |
-723 |
$16,452 | | MSFT | 43,751 | -723 | $16,452 | | Apple Inc |
83,798 |
-84 |
$16,134 | | AAPL | 83,798 | -84 | $16,134 | | Invesco Preferred ETF (PGX) |
1,394,676 |
-42,206 |
$15,997 | | PGX | 1,394,676 | -42,206 | $15,997 | | JP Morgan Chase & Co |
76,581 |
+380 |
$13,026 | | JPM | 76,581 | +380 | $13,026 | | United Parcel Service |
80,415 |
+333 |
$12,644 | | UPS | 80,415 | +333 | $12,644 |  Berkshire Hathaway Inc Cl B |
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$10,813 | | BRK.B | 19,668 | +402 | $7,015 | | BRK.A | 7 | UNCH | $3,798 | | iShares Core S&P Small Cap 600 ETF (IJR) |
99,786 |
+475 |
$10,802 | | IJR | 99,786 | +475 | $10,802 | | iShares Core MSCI Emerging Mkts ETF (IEMG) |
166,223 |
+897 |
$8,408 | | IEMG | 166,223 | +897 | $8,408 | | Cisco Systems Inc |
165,360 |
+497 |
$8,354 | | CSCO | 165,360 | +497 | $8,354 | | Abbvie Inc |
51,957 |
-6,658 |
$8,052 | | ABBV | 51,957 | -6,658 | $8,052 | | Emerson Electric Co |
79,641 |
-301 |
$7,751 | | EMR | 79,641 | -301 | $7,751 | | Johnson & Johnson |
49,276 |
+8,998 |
$7,724 | | JNJ | 49,276 | +8,998 | $7,724 | | Pepsico Inc |
44,354 |
+330 |
$7,533 | | PEP | 44,354 | +330 | $7,533 | | Procter & Gamble Co |
50,190 |
-129 |
$7,355 | | PG | 50,190 | -129 | $7,355 | | Chevron Corp |
49,248 |
+409 |
$7,346 | | CVX | 49,248 | +409 | $7,346 | | Amazon Inc |
45,927 |
+81 |
$6,978 | | AMZN | 45,927 | +81 | $6,978 | | Alphabet Inc Class A |
48,623 |
+177 |
$6,792 | | GOOGL | 48,623 | +177 | $6,792 | | Prudential Financial |
62,587 |
-13 |
$6,491 | | PRU | 62,587 | -13 | $6,491 | | SPDR S&P 500 ETF (SPY) |
13,648 |
+606 |
$6,487 | | SPY | 13,648 | +606 | $6,487 | | Meta Platforms Inc |
17,189 |
-723 |
$6,084 | | META | 17,189 | -723 | $6,084 | | Morgan Stanley |
62,877 |
+192 |
$5,863 | | MS | 62,877 | +192 | $5,863 | | Salesforce Inc |
22,064 |
-299 |
$5,806 | | CRM | 22,064 | -299 | $5,806 | | SPDR Dow Jones Industrial Average (DIA) |
14,870 |
UNCH |
$5,604 | | DIA | 14,870 | UNCH | $5,604 | | Exxon Mobil Corp |
55,820 |
+399 |
$5,581 | | XOM | 55,820 | +399 | $5,581 | | Eaton Corp PLC |
22,484 |
-442 |
$5,415 | | ETN | 22,484 | -442 | $5,415 | | Visa Inc |
18,055 |
-34 |
$4,701 | | V | 18,055 | -34 | $4,701 | | CVS Health Corporation |
57,697 |
-325 |
$4,556 | | CVS | 57,697 | -325 | $4,556 | | Masco Corp |
67,607 |
-588 |
$4,528 | | MAS | 67,607 | -588 | $4,528 | | IBM Corp |
27,341 |
+385 |
$4,472 | | IBM | 27,341 | +385 | $4,472 | | Caterpillar Inc |
14,943 |
+338 |
$4,418 | | CAT | 14,943 | +338 | $4,418 | | Intercontinental Exchange Inc (ICE) |
31,679 |
-8 |
$4,069 | | ICE | 31,679 | -8 | $4,069 | | McDonalds Corp |
13,041 |
+266 |
$3,867 | | MCD | 13,041 | +266 | $3,867 | | Amgen Inc |
13,050 |
+1,246 |
$3,759 | | AMGN | 13,050 | +1,246 | $3,759 | | Oracle Corp |
34,651 |
-472 |
$3,653 | | ORCL | 34,651 | -472 | $3,653 | | Merck & Co Inc |
33,096 |
+980 |
$3,608 | | MRK | 33,096 | +980 | $3,608 | | Comcast Corp New Cl A |
82,244 |
+1,344 |
$3,606 | | CMCSA | 82,244 | +1,344 | $3,606 | | Cardinal Health Inc |
35,626 |
+727 |
$3,591 | | CAH | 35,626 | +727 | $3,591 | | Dollar Tree Inc |
25,155 |
-184 |
$3,573 | | DLTR | 25,155 | -184 | $3,573 | | MetLife Inc |
53,661 |
-1,033 |
$3,549 | | MET | 53,661 | -1,033 | $3,549 | | Cognizant Technology Solutions Cl A |
46,233 |
+661 |
$3,492 | | CTSH | 46,233 | +661 | $3,492 | | Lowes Companies Inc |
14,921 |
-1 |
$3,321 | | LOW | 14,921 | -1 | $3,321 | | American Tower Corp REIT |
15,291 |
-544 |
$3,301 | | AMT | 15,291 | -544 | $3,301 | | Gilead Sciences Inc |
40,318 |
+422 |
$3,266 | | GILD | 40,318 | +422 | $3,266 | | Principal Financial Group |
40,506 |
-109 |
$3,187 | | PFG | 40,506 | -109 | $3,187 | | NVIDIA Corp |
6,358 |
+98 |
$3,149 | | NVDA | 6,358 | +98 | $3,149 | | Starbucks Corporation |
31,878 |
+1 |
$3,061 | | SBUX | 31,878 | +1 | $3,061 | | iShares Core U.S. Agg Bond ETF (AGG) |
30,711 |
-1,743 |
$3,048 | | AGG | 30,711 | -1,743 | $3,048 | | Bristol Myers Squibb Corp |
58,366 |
-12 |
$2,995 | | BMY | 58,366 | -12 | $2,995 |
See Full List: All Stocks Held By Iowa State Bank
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Iowa State Bank
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