13F Insight
DOSSIER · 13F-HR · Q2 2026

Iowa State Bank

$598M in tracked AUM across 120 positions as of Q2 2026.

IS
CIK 0001546967 · last filed Jun 30, 2026
Total AUM
$598M
as of Q2 2026
Holdings
120
—
positions
Whale Score
57
57
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Iowa State Bank filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
IEFA
iShares Core MSCI EAFE ETF
$34M353K5.7%02
SPHY
State Street SPDR Portfolio High Yield ETF
$34M1.4M5.6%03
IJH
iShares Core S&P Mid Cap 400 Index ETF
$30M384K4.9%04
IEMG
iShares Core MSCI Emerging Mkts ETF
$23M282K3.9%05
AAPL
Apple Inc
$22M75K3.6%06
GOOGL
Alphabet Inc Class A
$21M60K3.6%07
JPM
JP Morgan Chase & Co
$20M61K3.4%08
NVDA
NVIDIA Corp
$19M93K3.1%09
IJR
iShares Core S&P Small Cap 600 ETF
$15M102K2.5%10
MSFT
Microsoft Corp
$15M40K2.5%

Filing history

2026Q2Jun 30
$598M▲ 10.1%
120 positionsView →2026Q1Mar 31
$543M▲ 1.9%
124 positionsView →2025Q4Dec 31
$533M▲ 102.4%
126 positionsView →2025Q3Sep 30
$263M▼ 47.5%
56 positionsView →2025Q2Jun 30
$502M▲ 6.6%
125 positionsLocked2025Q1Mar 31
$471M▼ 2.0%
120 positionsLocked2024Q4Dec 31
$481M▼ 1.2%
108 positionsLocked2024Q3Sep 30
$486M▲ 7.5%
112 positionsLocked2024Q2Jun 30
$453M▲ 0.1%
106 positionsLocked2024Q1Mar 31
$452M▲ 8.4%
131 positionsLocked2023Q4Dec 31
$417M▲ 8.2%
138 positionsLocked2023Q3Sep 30
$385M▼ 3.3%
136 positionsLocked
Showing 12 of 40