§ 13F · FUND PROFILE
Iowa State Bank.
AUM · $598M (13F)Positions · 120Turnover · n/a · Q2Filed · Jul 28, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$7M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 28, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | IEFA | iShares Core MSCI EAFE ETF | 353K | $34M | 5.7% | +2% |
| 2 | SPHY | State Street SPDR Portfolio High Yield ETF | 1.43M | $34M | 5.6% | +3% |
| 3 | IJH | iShares Core S&P Mid Cap 400 Index ETF | 384K | $30M | 4.9% | +1% |
| 4 | IEMG | iShares Core MSCI Emerging Mkts ETF | 282K | $23M | 3.9% | +1% |
| 5 | AAPL | Apple Inc | 75K | $22M | 3.6% | −2% |
| 6 | GOOGL | Alphabet Inc Class A | 60K | $21M | 3.6% | ±0% |
| 7 | JPM | JP Morgan Chase & Co | 61K | $20M | 3.4% | −6% |
| 8 | NVDA | NVIDIA Corp | 93K | $19M | 3.1% | ±0% |
| 9 | IJR | iShares Core S&P Small Cap 600 ETF | 102K | $15M | 2.5% | +1% |
| 10 | MSFT | Microsoft Corp | 40K | $15M | 2.5% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE IOWA SIGNAL
AC read
Iowa State Bank is a Dealer / Bank fund managing $598 million in assets. The fund runs a portfolio of 120 positions.
Read the full dossier →