HoldingsChannel.com
| Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size ($ in 1000's) |
|---|---|---|---|
 iShares Core MSCI EAFE ETF (IEFA) |
295,793 | +17,347 | $21,954 |
| IEFA | 295,793 | +17,347 | $21,954 |
| iShares Core S&P Mid Cap 400 Index ETF (IJH) |
333,662 | +267,618 | $20,267 |
| IJH | 333,662 | +267,618 | $20,267 |
| Microsoft Corp |
42,797 | -954 | $18,006 |
| MSFT | 42,797 | -954 | $18,006 |
| JP Morgan Chase & Co |
76,082 | -499 | $15,239 |
| JPM | 76,082 | -499 | $15,239 |
| Invesco Preferred ETF (PGX) |
1,268,750 | -125,926 | $15,073 |
| PGX | 1,268,750 | -125,926 | $15,073 |
| Apple Inc |
81,675 | -2,123 | $14,006 |
| AAPL | 81,675 | -2,123 | $14,006 |
 Berkshire Hathaway Inc Cl B |
$12,370 | ||
| BRK.B | 18,856 | -812 | $7,929 |
| BRK.A | 7 | UNCH | $4,441 |
| United Parcel Service |
80,196 | -219 | $11,920 |
| UPS | 80,196 | -219 | $11,920 |
| iShares Core S&P Small Cap 600 ETF (IJR) |
104,118 | +4,332 | $11,507 |
| IJR | 104,118 | +4,332 | $11,507 |
| iShares Core MSCI Emerging Mkts ETF (IEMG) |
181,310 | +15,087 | $9,356 |
| IEMG | 181,310 | +15,087 | $9,356 |
| Abbvie Inc |
50,770 | -1,187 | $9,245 |
| ABBV | 50,770 | -1,187 | $9,245 |
| Emerson Electric Co |
77,763 | -1,878 | $8,820 |
| EMR | 77,763 | -1,878 | $8,820 |
| Amazon Inc |
47,073 | +1,146 | $8,491 |
| AMZN | 47,073 | +1,146 | $8,491 |
| Cisco Systems Inc |
169,939 | +4,579 | $8,482 |
| CSCO | 169,939 | +4,579 | $8,482 |
| Procter & Gamble Co |
50,243 | +53 | $8,152 |
| PG | 50,243 | +53 | $8,152 |
| Meta Platforms Inc |
16,748 | -441 | $8,132 |
| META | 16,748 | -441 | $8,132 |
| Chevron Corp |
49,733 | +485 | $7,845 |
| CVX | 49,733 | +485 | $7,845 |
| Pepsico Inc |
43,642 | -712 | $7,638 |
| PEP | 43,642 | -712 | $7,638 |
| Johnson & Johnson |
47,251 | -2,025 | $7,475 |
| JNJ | 47,251 | -2,025 | $7,475 |
| SPDR S&P 500 ETF (SPY) |
13,954 | +306 | $7,299 |
| SPY | 13,954 | +306 | $7,299 |
| Alphabet Inc Class A |
48,249 | -374 | $7,282 |
| GOOGL | 48,249 | -374 | $7,282 |
| Exxon Mobil Corp |
60,313 | +4,493 | $7,011 |
| XOM | 60,313 | +4,493 | $7,011 |
| Eaton Corp PLC |
20,084 | -2,400 | $6,280 |
| ETN | 20,084 | -2,400 | $6,280 |
| NVIDIA Corp |
6,868 | +510 | $6,206 |
| NVDA | 6,868 | +510 | $6,206 |
| Prudential Financial |
51,978 | -10,609 | $6,102 |
| PRU | 51,978 | -10,609 | $6,102 |
| Morgan Stanley |
64,415 | +1,538 | $6,065 |
| MS | 64,415 | +1,538 | $6,065 |
| Cardinal Health Inc |
54,092 | +18,466 | $6,053 |
| CAH | 54,092 | +18,466 | $6,053 |
| SPDR Dow Jones Industrial Average (DIA) |
14,870 | UNCH | $5,915 |
| DIA | 14,870 | UNCH | $5,915 |
| Salesforce Inc |
19,616 | -2,448 | $5,908 |
| CRM | 19,616 | -2,448 | $5,908 |
| IBM Corp |
27,636 | +295 | $5,277 |
| IBM | 27,636 | +295 | $5,277 |
| Visa Inc |
18,512 | +457 | $5,166 |
| V | 18,512 | +457 | $5,166 |
| Caterpillar Inc |
14,085 | -858 | $5,161 |
| CAT | 14,085 | -858 | $5,161 |
| CVS Health Corporation |
60,998 | +3,301 | $4,865 |
| CVS | 60,998 | +3,301 | $4,865 |
| Intercontinental Exchange Inc (ICE) |
32,994 | +1,315 | $4,534 |
| ICE | 32,994 | +1,315 | $4,534 |
| Masco Corp |
57,256 | -10,351 | $4,516 |
| MAS | 57,256 | -10,351 | $4,516 |
| Oracle Corp |
35,702 | +1,051 | $4,485 |
| ORCL | 35,702 | +1,051 | $4,485 |
| Merck & Co Inc |
33,013 | -83 | $4,356 |
| MRK | 33,013 | -83 | $4,356 |
| Lowes Companies Inc |
15,788 | +867 | $4,022 |
| LOW | 15,788 | +867 | $4,022 |
| MetLife Inc |
52,920 | -741 | $3,922 |
| MET | 52,920 | -741 | $3,922 |
| Eli Lilly & Co |
4,944 | +301 | $3,846 |
| LLY | 4,944 | +301 | $3,846 |
| Truist Financial Corp |
91,739 | +34,129 | $3,576 |
| TFC | 91,739 | +34,129 | $3,576 |
| McDonalds Corp |
12,222 | -819 | $3,446 |
| MCD | 12,222 | -819 | $3,446 |
| EOG Resources Inc |
26,652 | +3,508 | $3,407 |
| EOG | 26,652 | +3,508 | $3,407 |
| iShares Core U.S. Agg Bond ETF (AGG) |
34,300 | +3,589 | $3,359 |
| AGG | 34,300 | +3,589 | $3,359 |
| BlackRock Inc |
3,790 | +327 | $3,160 |
| BLK | 3,790 | +327 | $3,160 |
| Amgen Inc |
11,022 | -2,028 | $3,134 |
| AMGN | 11,022 | -2,028 | $3,134 |
| American Tower Corp REIT |
15,714 | +423 | $3,105 |
| AMT | 15,714 | +423 | $3,105 |
| QUALCOMM Inc |
18,243 | -337 | $3,089 |
| QCOM | 18,243 | -337 | $3,089 |
| Comcast Corp New Cl A |
70,775 | -11,469 | $3,068 |
| CMCSA | 70,775 | -11,469 | $3,068 |
| Sysco Corp |
37,608 | -2,601 | $3,053 |
| SYY | 37,608 | -2,601 | $3,053 |
See Full List: All Stocks Held By Iowa State Bank
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Iowa State Bank
|
Size ($ in 1000's)
At 03/31/2024: $451,868 At 12/31/2023: $417,000 Iowa State Bank holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Iowa State Bank 13F filings. Link to 13F filings: SEC filings |
