Iowa State Bank

Q3 2026 13F-HR Holdings

Location
Urbandale, IA
Holdings as of
9/30/2026
Date filed
10/6/2026
Form type
13F-HR
Num holdings
116
Total value ($000)
$591,712
Net value change ($000)
-6,678 (-1.1%)
New positions
7
Sold out positions
9
Turnover %
5.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/28/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
MSFT 7,272 48.5%
AAPL 6,861 31.7%
SBUX 3,202 NEW
Honeywell Aerospace Inc 2,850 NEW
NVDA 2,762 14.8%
PLTR 2,679 61.1%
Space Exploration Technologies Corp Cl A 2,114 NEW
CVX 1,835 26.2%
CRM 1,495 50.0%
DRI 1,433 NEW
Top Reduces (Value $000, Stocks/ETFs)
XOM -9,581 -100.0%
CAT -3,889 -40.8%
GOOGL -3,373 -15.7%
WM -3,008 -100.0%
HON -3,007 -100.0%
AMT -2,637 -100.0%
MAS -2,575 -92.4%
IBM -2,125 -30.0%
PEP -1,997 -46.3%
T -1,824 -100.0%
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