Iowa-State-Bank

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  "ABT",
  "ABBV",
  "GOOGL",
  "BLK",
  "CAT",
  "AVGO",
  "LOW",
  "BDJ",
  null,
  "DUK",
  "EOG",
  "FCX",
  "CATX",
  "GILD",
  "HON",
  "HD",
  "MCD",
  "QCOM",
  "ING",
  "EMR",
  "ICE",
  "MUB",
  "META",
  "IJH",
  null,
  null,
  null,
  "LIN",
  "MDT",
  "MSFT",
  "MDLZ",
  "MS",
  "EXC",
  "OMC",
  "HSY",
  "IJR",
  "ORCL",
  null,
  "VGIT",
  "PANW",
  "PYPL",
  "PEP",
  "IEMG",
  "IVV",
  "DOW",
  "AAPL",
  "SPY",
  "NVDA",
  "PLTR",
  "PRU",
  "PFE",
  "PG",
  "MRK",
  "VZ",
  "AMGN",
  "MAS",
  "IEFA",
  "RTX",
  null,
  null,
  "SPYG",
  null,
  "AMT",
  "IBM",
  "TJX",
  "TFC",
  "UPS",
  "VNQ",
  "MET",
  "SCHW",
  "VIG",
  null,
  null,
  "DD",
  null,
  "AFL",
  "WM",
  "CAH",
  "AMZN",
  null,
  "PFG",
  "VEA",
  "VBR",
  "VTV",
  "V",
  "WMT",
  "YUM",
  "JCI",
  "CRM",
  "SYY",
  "DIA",
  "SPYV",
  "BAC",
  "BRK-A",
  "BRK-B",
  "BMY",
  "CHE",
  "CVX",
  "CSCO",
  "CMCSA",
  "COP",
  "ED",
  "COST",
  "CVS",
  "DE",
  "DLR",
  "IWB",
  "NKE",
  "QQQ",
  "IWM",
  "DIS",
  "ETN",
  "XOM",
  "JNJ",
  "LLY",
  "VTI",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-09
Total Holdings: 119
Total Value: 458394224
Accession Number: 0001546967-25-000003
Form Type: 13F-HR
CIK: iowa-state-bank
Manager Name: Iowa-State-Bank

Data Enrichment

88% identified

105 identified14 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

119 positions • $458.4M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 1 of 6

Sort by:

464287507

IJH|464287507

Shares:376.4K

Value:$22.0M

% of Portfolio:4.8% ($22.0M/$458.4M)

46432F842

IEFA|46432F842

Shares:283.3K

Value:$21.4M

% of Portfolio:4.7% ($21.4M/$458.4M)

464287804

IJR|464287804

Shares:175.5K

Value:$18.4M

% of Portfolio:4.0% ($18.4M/$458.4M)

Apple Inc.

AAPL|037833100

Shares:80.4K

Value:$17.9M

% of Portfolio:3.9% ($17.9M/$458.4M)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:67.8K

Value:$16.6M

% of Portfolio:3.6% ($16.6M/$458.4M)

MICROSOFT CORP

MSFT|594918104

Shares:40.9K

Value:$15.4M

% of Portfolio:3.4% ($15.4M/$458.4M)

46434G103

IEMG|46434G103

Shares:221.9K

Value:$12.0M

% of Portfolio:2.6% ($12.0M/$458.4M)

AbbVie Inc.

ABBV|00287Y109

Shares:51.9K

Value:$10.9M

% of Portfolio:2.4% ($10.9M/$458.4M)

NVIDIA CORP

NVDA|67066G104

Shares:87.1K

Value:$9.4M

% of Portfolio:2.1% ($9.4M/$458.4M)

AMAZON COM INC

AMZN|023135106

Shares:48.1K

Value:$9.2M

% of Portfolio:2.0% ($9.2M/$458.4M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:17.1K

Value:$9.1M

% of Portfolio:2.0% ($9.1M/$458.4M)

CISCO SYSTEMS, INC.

CSCO|17275R102

Shares:134.5K

Value:$8.3M

% of Portfolio:1.8% ($8.3M/$458.4M)

Meta Platforms, Inc.

META|30303M102

Shares:14.2K

Value:$8.2M

% of Portfolio:1.8% ($8.2M/$458.4M)

EMERSON ELECTRIC CO

EMR|291011104

Shares:73.2K

Value:$8.0M

% of Portfolio:1.8% ($8.0M/$458.4M)

MORGAN STANLEY

MS|617446448

Shares:64.5K

Value:$7.5M

% of Portfolio:1.6% ($7.5M/$458.4M)

JOHNSON & JOHNSON

JNJ|478160104

Shares:45.1K

Value:$7.5M

% of Portfolio:1.6% ($7.5M/$458.4M)

Alphabet Inc.

GOOGL|02079K305

Shares:47.0K

Value:$7.3M

% of Portfolio:1.6% ($7.3M/$458.4M)

CHEVRON CORP

CVX|166764100

Shares:42.8K

Value:$7.2M

% of Portfolio:1.6% ($7.2M/$458.4M)

CARDINAL HEALTH INC

CAH|14149Y108

Shares:50.3K

Value:$6.9M

% of Portfolio:1.5% ($6.9M/$458.4M)

PROCTER & GAMBLE Co

PG|742718109

Shares:40.0K

Value:$6.8M

% of Portfolio:1.5% ($6.8M/$458.4M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(IJHcusip464287507)	376.4K	QoQ +4.46% (-16.1K) YoY +12.79% (+42.7K)	All Managers (Combined)	$22.0M	4.8% ($22.0M/$458.4M)	QoQ -2.17% (-$489.0K) YoY +8.35% (+$1.7M)
(IEFAcusip46432F842)	283.3K	QoQ -14.46% (-47.9K) YoY +88438.75% (+283.0K)	All Managers (Combined)	$21.4M	4.7% ($21.4M/$458.4M)	QoQ -7.93% (-$1.8M) YoY +90146.15% (+$21.4M)
(IJRcusip464287804)	175.5K	QoQ +41.82% (+51.8K) YoY +68.55% (+71.4K)	All Managers (Combined)	$18.4M	4.0% ($18.4M/$458.4M)	QoQ +28.71% (+$4.1M) YoY +59.48% (+$6.8M)
Apple Inc.(AAPLcusip037833100)	80.4K	QoQ +3.00% (-2.3K) YoY +200817.50% (+80.3K)	All Managers (Combined)	$17.9M	3.9% ($17.9M/$458.4M)	QoQ -8.63% (-$1.7M) YoY +260170.03% (+$17.8M)
JPMORGAN CHASE & CO(JPMcusip46625H100)	67.8K	QoQ -6.98% (-5.1K) YoY +169357.50% (+67.7K)	All Managers (Combined)	$16.6M	3.6% ($16.6M/$458.4M)	QoQ -4.82% (-$842.2K) YoY +207428.33% (+$16.6M)
MICROSOFT CORP(MSFTcusip594918104)	40.9K	QoQ +0.76% (-309) YoY -4.34% (-1.9K)	All Managers (Combined)	$15.4M	3.4% ($15.4M/$458.4M)	QoQ -10.26% (-$1.8M) YoY -14.65% (-$2.6M)
(IEMGcusip46434G103)	221.9K	QoQ +7.24% (+15.0K) YoY +105578.09% (+221.7K)	All Managers (Combined)	$12.0M	2.6% ($12.0M/$458.4M)	QoQ +10.83% (+$1.2M) YoY +110431.91% (+$12.0M)
AbbVie Inc.(ABBVcusip00287Y109)	51.9K	QoQ -2.84% (-1.5K) YoY +86396.66% (+51.8K)	All Managers (Combined)	$10.9M	2.4% ($10.9M/$458.4M)	QoQ +14.55% (-$1.4M) YoY +99421.04% (+$10.9M)
NVIDIA CORP(NVDAcusip67066G104)	87.1K	QoQ -1.51% (-1.3K) YoY +1167.66% (+80.2K)	All Managers (Combined)	$9.4M	2.1% ($9.4M/$458.4M)	QoQ -20.51% (-$2.4M) YoY +52.05% (+$3.2M)
AMAZON COM INC(AMZNcusip023135106)	48.1K	QoQ +2.21% (-1.0K) YoY +47998.00% (+48.0K)	All Managers (Combined)	$9.2M	2.0% ($9.2M/$458.4M)	QoQ -11.35% (-$1.2M) YoY +50632.48% (+$9.1M)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	17.1K	QoQ -4.48% (-802) YoY -9.44% (-1.8K)	All Managers (Combined)	$9.1M	2.0% ($9.1M/$458.4M)	QoQ +12.22% (-$990.5K) YoY +14.68% (-$1.2M)
CISCO SYSTEMS, INC.(CSCOcusip17275R102)	134.5K	QoQ -9.35% (-13.9K) YoY -20.86% (-35.5K)	All Managers (Combined)	$8.3M	1.8% ($8.3M/$458.4M)	QoQ -5.50% (-$483.8K) YoY -2.15% (-$183.0K)
Meta Platforms, Inc.(METAcusip30303M102)	14.2K	QoQ -14.96% (-2.5K) YoY +141550.00% (+14.2K)	All Managers (Combined)	$8.2M	1.8% ($8.2M/$458.4M)	QoQ -16.29% (-$1.6M) YoY +168024.77% (+$8.2M)
EMERSON ELECTRIC CO(EMRcusip291011104)	73.2K	QoQ -2.06% (-1.5K) YoY +73127.00% (+73.1K)	All Managers (Combined)	$8.0M	1.8% ($8.0M/$458.4M)	QoQ -13.35% (-$1.2M) YoY +70686.52% (+$8.0M)
MORGAN STANLEY(MScusip617446448)	64.5K	QoQ +1.53% (-978) YoY +0.20% (+135)	All Managers (Combined)	$7.5M	1.6% ($7.5M/$458.4M)	QoQ -5.77% (-$461.2K) YoY +24.16% (+$1.5M)
JOHNSON & JOHNSON(JNJcusip478160104)	45.1K	QoQ -0.84% (-386) YoY -4.56% (-2.2K)	All Managers (Combined)	$7.5M	1.6% ($7.5M/$458.4M)	QoQ +13.69% (-$901.0K) YoY +0.04% (-$3.4K)
Alphabet Inc.(GOOGLcusip02079K305)	47.0K	QoQ -7.50% (-3.8K) YoY +117327.50% (+46.9K)	All Managers (Combined)	$7.3M	1.6% ($7.3M/$458.4M)	QoQ -24.44% (-$2.3M) YoY +120217.95% (+$7.3M)
CHEVRON CORP(CVXcusip166764100)	42.8K	QoQ -2.88% (-1.3K) YoY +142710.00% (+42.8K)	All Managers (Combined)	$7.2M	1.6% ($7.2M/$458.4M)	QoQ +12.16% (-$777.2K) YoY +151362.48% (+$7.2M)
CARDINAL HEALTH INC(CAHcusip14149Y108)	50.3K	QoQ -4.73% (-2.5K) YoY +61961.72% (+50.2K)	All Managers (Combined)	$6.9M	1.5% ($6.9M/$458.4M)	QoQ +10.96% (-$684.6K) YoY +76308.84% (+$6.9M)
PROCTER & GAMBLE Co(PGcusip742718109)	40.0K	QoQ -18.46% (-9.1K) YoY +39893.00% (+39.9K)	All Managers (Combined)	$6.8M	1.5% ($6.8M/$458.4M)	QoQ -17.11% (-$1.4M) YoY +41906.82% (+$6.8M)