Iowa State Bank

CIK 0001546967 · URBANDALE, IA · Quarter end: 2026-06-30 · Filed on: 2026-07-28 · Open the SEC source

Iowa State Bank reported 118 positions worth $598.4M as of June 30, 2026 (13F filed July 28, 2026). Largest holding: IEFA (5.7%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$598.4M
2026 Q2
Positions
118
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
38.9%
Est. Net Flow (Q)
2026 Q2
10 / 118 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1IEFAiShares Core MSCI EAFE ETFSH$34.1M5.70%352,924
2SPHYState Street SPDR Portfolio High Yield ETFSH$33.6M5.62%1,435,573
3IJHiShares Core S&P Mid Cap 400 Index ETFSH$29.6M4.95%383,982
4IEMGiShares Core MSCI Emerging Mkts ETFSH$23.4M3.90%281,878
5AAPLApple IncSH$21.6M3.61%74,734
6GOOGLAlphabet Inc Class ASH$21.5M3.59%60,152
7JPMJP Morgan Chase & CoSH$20.1M3.36%61,472
8NVDANVIDIA CorpSH$18.7M3.13%93,444
9IJRiShares Core S&P Small Cap 600 ETFSH$15.2M2.54%102,368
10MSFTMicrosoft CorpSH$15.0M2.50%40,177

The free plan shows the top 10 positions. The remaining 108 positions, the full portfolio and quarter changes unlock with Pro.

Pro Feature

This section is exclusive to Fundocap Pro. Full holdings tables, consensus trades, ownership analysis, backtests and exports unlock with Pro.

Upgrade to Pro

Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Iowa State Bank hold as of Q2 2026?

Iowa State Bank reported 118 positions worth $598.4M in its Q2 2026 13F filing. Largest positions: IEFA (5.7%), SPHY (5.6%), IJH (4.9%), IEMG (3.9%) and AAPL (3.6%).

What did Iowa State Bank buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Iowa State Bank sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.