Iowa State Bank

Q2 2026 13F-HR Holdings

Location
Urbandale, IA
Holdings as of
6/30/2026
Date filed
7/28/2026
Form type
13F-HR
Num holdings
118
Total value ($000)
$598,390
Net value change ($000)
+54,951 (10.1%)
New positions
6
Sold out positions
5
Turnover %
2.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/15/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
MU 5,318 361.0%
CSCO 4,296 41.7%
GOOGL 4,224 24.5%
IEMG 3,963 20.4%
IJH 3,923 15.3%
PANW 3,818 111.1%
CAT 3,243 51.5%
DuPont De Nemours Inc 3,122 NEW
IEFA 2,813 9.0%
IJR 2,560 20.3%
Top Reduces (Value $000, Stocks/ETFs)
DD -3,080 -100.0%
XOM -2,220 -18.8%
CVX -1,663 -19.2%
PG -1,660 -32.2%
PLTR -1,128 -20.5%
ICE -788 -22.7%
T -710 -28.0%
CRM -619 -17.2%
PEP -611 -12.4%
VZ -575 -12.7%
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