Iowa State Bank

Q4 2025 13F-HR Holdings

Location
Urbandale, IA
Holdings as of
12/31/2025
Date filed
1/6/2026
Form type
13F-HR
Num holdings
120
Total value ($000)
$533,264
Net value change ($000)
+7,936 (1.5%)
New positions
3
Sold out positions
3
Turnover %
0.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/3/2025 Next filing: 4/15/2026 SEC filing

Snapshot: Change Analysis

Compared to Q3 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 5,976 43.2%
CAH 2,287 30.8%
LLY 1,816 42.6%
AAPL 1,368 6.8%
MS 1,024 10.7%
CSCO 995 11.0%
IEFA 861 3.1%
CAT 783 17.8%
JNJ 704 10.2%
AMZN 696 6.6%
Top Reduces (Value $000, Stocks/ETFs)
ORCL -2,692 -30.3%
MSFT -1,538 -7.3%
CMCSA -1,494 -100.0%
BBWI -1,244 -100.0%
ETN -1,087 -15.0%
DD -944 -47.9%
META -809 -9.6%
PG -584 -9.7%
VZ -455 -10.4%
BLK -441 -10.3%
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