Iowa State Bank holds a diversified book of 118 stocks worth $598.4M as of Q2 2026 (disclosed Jul 28, 2026, a ~28-day 13F lag). This quarter they opened Dupont De Nemours Inc and trimmed Apple Inc. Their largest long position is Ishares Core Msci Eafe ETF at 6% of the equity book.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
70% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Iowa State Bank
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Huntington National Bank | 80 / 80 | $10.2B |
| Clearstead Advisors, LLC | 80 / 80 | $3.1B |
| Trust Co Of Vermont | 80 / 80 | $1.4B |
| IFP Advisors, Inc | 80 / 80 | $1.2B |
| BlackRock, Inc. | 79 / 80 | $2.6T |
| FMR LLC | 79 / 80 | $848.7B |
| Morgan Stanley | 79 / 80 | $648.0B |
| JPMorgan Chase & Co | 79 / 80 | $593.3B |
Ranked by the share of each fund's own book sitting in the names it shares with Iowa State Bank: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | iShares Core MSCI EAFE ETF Com | $34.1M | 352.9K | 5.7% | ▲+2.2% Added · +7K sh | |
| 2 | State Street SPDR Portfolio High Yield ETF Com | $33.6M | 1.44M | 5.6% | ▲+3.1% Added · +43K sh | |
| 3 | iShares Core S&P Mid Cap 400 Index ETF Com | $29.6M | 384.0K | 4.9% | ▲+0.9% Added · +4K sh | |
| 4 | iShares Core MSCI Emerging Mkts ETF Com | $23.4M | 281.9K | 3.9% | ▲+1.4% Added · +4K sh | |
| 5 | Apple Inc Com | $21.6M | 74.7K | 3.6% | ▼−1.6% Reduced · −1K sh | |
| 6 | Alphabet Inc Class A Com | $21.5M | 60.2K | 3.6% | ▲+0.1% Added · +86 sh | |
| 7 | JP Morgan Chase & Co Com | $20.1M | 61.5K | 3.4% | ▼−6.2% Reduced · −4K sh | |
| 8 | Nvidia Corp Com | $18.7M | 93.4K | 3.1% | ▲+0.4% Added · +407 sh | |
| 9 | iShares Core S&P Small Cap 600 ETF Com | $15.2M | 102.4K | 2.5% | ▲+0.8% Added · +830 sh | |
| 10 | Microsoft Corp Com | $15.0M | 40.2K | 2.5% | ▼−0.2% Reduced · −73 sh | |
| 11 | Cisco Systems Inc Com | $14.6M | 124.4K | 2.4% | ▼−6.4% Reduced · −9K sh | |
| 12 | Abbvie Inc Com | $11.4M | 45.3K | 1.9% | ▼−0.1% Reduced · −60 sh | |
| 13 | Amazon Inc Com | $11.2M | 47.0K | 1.9% | ▼−0.8% Reduced · −402 sh | |
| 14 | Morgan Stanley Com | $11.1M | 53.0K | 1.9% | ▼−10% Reduced · −6K sh | |
| 15 | Exxon Mobil Corp Com | $9.6M | 70.1K | 1.6% | ▲+0.7% Added · +521 sh | |
| 16 | Caterpillar Inc Com | $9.5M | 9.0K | 1.6% | ▲+0.8% Added · +72 sh | |
| 17 | iShares Russell 2000 Index ETF Com | $9.2M | 30.6K | 1.5% | ▲+6.4% Added · +2K sh | |
| 18 | Emerson Electric Co Com | $9.1M | 63.4K | 1.5% | ▼−0.2% Reduced · −116 sh | |
| 19 | Cardinal Health Inc Com | $9.1M | 38.1K | 1.5% | ▼−0.1% Reduced · −58 sh | |
| 20 | Johnson & Johnson Com | $8.5M | 33.4K | 1.4% | ▲+0.3% Added · +96 sh | |
| 21 | Eaton Corp PLC Com | $8.3M | 19.4K | 1.4% | ▲+0.5% Added · +97 sh | |
| 22 | Meta Platforms Inc Com | $8.2M | 14.5K | 1.4% | ▲+8.9% Added · +1K sh | |
| 23 | State Street SPDR Dow Jones Indl Average Com | $7.8M | 14.8K | 1.3% | —Held | |
| 24 | Berkshire Hathaway Inc Cl B Com | $7.7M | 15.4K | 1.3% | ▼−1.0% Reduced · −150 sh | |
| 25 | State Street SPDR S&P 500 ETF Trust Com | $7.3M | 9.8K | 1.2% | ▼−1.1% Reduced · −105 sh | |
| 26 | Palo Alto Networks Inc Com | $7.3M | 21.3K | 1.2% | ▼−0.7% Reduced · −159 sh | |
| 27 | IBM Corp Com | $7.1M | 25.2K | 1.2% | ▲+1.2% Added · +295 sh | |
| 28 | Chevron Corp Com | $7.0M | 42.3K | 1.2% | ▲+0.9% Added · +380 sh | |
| 29 | Micron Tech Com | $6.8M | 5.9K | 1.1% | ▲+35% Added · +2K sh | |
| 30 | Broadcom Inc Com | $6.7M | 17.7K | 1.1% | ▲+0.1% Added · +14 sh | |
| 31 | RTX Corporation Com | $6.7M | 35.2K | 1.1% | ▲+0.5% Added · +165 sh | |
| 32 | Eli Lilly & Co Com | $6.1M | 5.1K | 1.0% | ▼−0.3% Reduced · −18 sh | |
| 33 | Visa Inc Com | $5.8M | 17.0K | 1.0% | ▼−2.0% Reduced · −355 sh | |
| 34 | Duke Energy Corp Com | $5.4M | 42.5K | 0.9% | ▲+1.5% Added · +643 sh | |
| 35 | Bank of America Corp Com | $5.3M | 93.7K | 0.9% | ▲+0.5% Added · +444 sh | |
| 36 | Berkshire Hathaway Inc Cl A Com | $5.2M | 7 | 0.9% | —Held | |
| 37 | Oracle Corp Com | $5.2M | 35.3K | 0.9% | ▼−0.3% Reduced · −100 sh | |
| 38 | Yum Brands Inc Com | $4.9M | 30.5K | 0.8% | ▼−0.4% Reduced · −129 sh | |
| 39 | Prudential Financial Com | $4.5M | 41.3K | 0.7% | ▼−12% Reduced · −6K sh | |
| 40 | Palantir Technologies Inc Com | $4.4M | 37.6K | 0.7% | ▼−0.3% Reduced · −101 sh | |
| 41 | Pepsico Inc Com | $4.3M | 31.8K | 0.7% | ▲+0.5% Added · +144 sh | |
| 42 | Verizon Communications Inc Com | $4.0M | 93.4K | 0.7% | ▲+3.5% Added · +3K sh | |
| 43 | Analog Devices Inc Com | $3.9M | 9.9K | 0.7% | ▼−0.5% Reduced · −53 sh | |
| 44 | Coca Cola Co Com | $3.7M | 45.0K | 0.6% | ▲+3.9% Added · +2K sh | |
| 45 | Walt Disney Company Com | $3.5M | 36.8K | 0.6% | ▲+0.4% Added · +140 sh | |
| 46 | Truist Financial Corp Com | $3.5M | 70.4K | 0.6% | ▼−1.9% Reduced · −1K sh | |
| 47 | Amgen Inc Com | $3.5M | 9.7K | 0.6% | ▲+1.3% Added · +127 sh | |
| 48 | Procter & Gamble Co Com | $3.5M | 23.8K | 0.6% | ▼−33% Reduced · −12K sh | |
| 49 | United Parcel Service Com | $3.4M | 32.1K | 0.6% | —Held | |
| 50 | BlackRock, Inc. Com | $3.4M | 3.5K | 0.6% | ▲+0.5% Added · +17 sh |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1546967/holdings"
Use Arkolith to show Iowa State Bank's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 28, 2026 | 120 | $598.4M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 15, 2026 | 124 | $543.4M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 6, 2026 | 126 | $533.3M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 3, 2025 | 126 | $525.3M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 22, 2025 | 125 | $502.1M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 9, 2025 | 120 | $471.0M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 6, 2025 | 108 | $480.6M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 9, 2024 | 112 | $486.4M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.