13F Insight
DOSSIER · 13F-HR · Q3 2026

Iowa State Bank

$592M in tracked AUM across 118 positions as of Q3 2026.

IS
CIK 0001546967 · last filed Sep 30, 2026
Total AUM
$592M
as of Q3 2026
Holdings
118
—
positions
Whale Score
62
62
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

Iowa State Bank filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight
01
IEFA
iShares Core MSCI EAFE ETF
$35M365K6.0%02
SPHY
State Street SPDR Portfolio High Yield ETF
$35M1.5M5.9%03
AAPL
Apple Inc
$28M86K4.8%04
IJH
iShares Core S&P Mid Cap 400 Index ETF
$28M393K4.8%05
IEMG
iShares Core MSCI Emerging Mkts ETF
$23M286K3.9%06
MSFT
Microsoft Corp
$22M43K3.8%07
NVDA
NVIDIA Corp
$21M94K3.6%08
JPM
JP Morgan Chase & Co
$19M59K3.3%09
GOOGL
Alphabet Inc Class A
$18M53K3.1%10
IJR
iShares Core S&P Small Cap 600 ETF
$14M103K2.4%

Filing history

2026Q3Sep 30
$592M▼ 1.1%
118 positionsView →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 positionsLocked2025Q2Jun 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 positionsLocked
Showing 12 of 41