Iowa State Bank

Q1 2026 13F-HR Holdings

Location
Urbandale, IA
Holdings as of
3/31/2026
Date filed
4/15/2026
Form type
13F-HR
Num holdings
117
Total value ($000)
$543,439
Net value change ($000)
+10,175 (1.9%)
New positions
4
Sold out positions
7
Turnover %
2.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/6/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
SPHY 18,356 130.0%
IWM 6,381 838.5%
IEMG 5,042 35.1%
XOM 4,080 52.8%
KO 3,289 NEW
CVX 2,631 43.5%
NFLX 2,320 NEW
IEFA 2,299 7.9%
DD 2,055 200.5%
MU 1,473 NEW
Top Reduces (Value $000, Stocks/ETFs)
IJR -6,445 -33.8%
MSFT -4,493 -23.2%
GOOGL -2,521 -12.7%
EOG -2,385 -100.0%
AAPL -2,089 -9.8%
PYPL -1,666 -100.0%
CAH -1,655 -17.0%
ABBV -1,650 -14.3%
NSC -1,392 -100.0%
LLY -1,352 -22.2%
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