Iowa State Bank

Q3 2025 13F-HR Holdings

Location
Urbandale, IA
Holdings as of
9/30/2025
Date filed
10/3/2025
Form type
13F-HR
Num holdings
120
Total value ($000)
$525,328
Net value change ($000)
+23,259 (4.6%)
New positions
5
Sold out positions
7
Turnover %
2.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/22/2025 Next filing: 1/6/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
GOOGL 5,477 65.7%
IEFA 5,013 21.7%
AAPL 3,527 21.4%
DUK 2,478 95.3%
T 2,473 NEW
NVDA 2,161 15.6%
ABBV 2,110 21.9%
IJH 1,771 7.6%
ORCL 1,555 21.3%
YUM 1,519 48.3%
Top Reduces (Value $000, Stocks/ETFs)
UPS -2,207 -44.9%
META -2,147 -20.3%
COP -1,992 -100.0%
MRK -1,952 -87.2%
Community State Bank Capital Stock -1,430 -100.0%
OMC -1,316 -100.0%
CRM -1,032 -18.3%
CAH -999 -11.8%
DOW -938 -100.0%
ICE -889 -19.3%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type