Iowa State Bank
Iowa State Bank is a long-established community bank headquartered in Des Moines, Iowa, with a strong presence in the state. Founded in 1941, it operates five banking locations and serves individuals, businesses, and non-profits with banking and investment services. Its wealth management and investment division, ISB Investment Services, oversees $70 million in client assets and utilizes a relationship-driven approach to guide clients through retirement and investment planning. The broader bank oversees approximately $450 million in total assets and employs a dedicated staff to deliver financial solutions tailored to clients’ goals.
Investment Strategy
Iowa State Bank's investment strategy emphasizes personalized portfolio management, focusing primarily on large-cap domestic equities with additional exposure to small-cap, mid-cap, and international markets for diversification. Their fixed income philosophy is designed for stability and predictable returns, with portfolios tailored to reduce volatility and suit client-specific objectives. They offer comprehensive services including retirement planning, trust and agency accounts, and business retirement solutions, always working directly with clients to align investment strategies with long-term goals and values.
Latest 13F Filing Activity
Iowa State Bank filed their most recent 13F report on Sep 30, 2025 disclosing 118 equity positions with a total 13F market value of $525B. The fund increased holdings in Ishares Core Msci Eafe Etf, Ishares Core S&P Mid-cap 400 Index Etf, Microsoft Corp. among other positions. Iowa State Bank reduced exposure to Blackrock Enhanced Equity Dividend Trust, Ishares Russell Top 200 Etf, Raymond James Financial Inc. among others.
Top Holdings
Equity Positions (118)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IEFA | iShares Core MSCI EAFE ETF | 5.35% | $28.11B | 321,974 | $87.31 | $87.31 | +$28.11B |
I IJH | iShares Core S&P Mid-Cap 400 Index ETF | 4.76% | $25.00B | 383,147 | $65.26 | $65.26 | +$25.00B |
M MSFT | Microsoft Corp | 3.98% | $20.93B | 40,410 | $517.95 | $517.95 | +$20.93B |
J JPM | JP Morgan Chase & Co | 3.87% | $20.35B | 64,511 | $315.43 | $315.43 | +$20.35B |
A AAPL | Apple Inc | 3.81% | $19.99B | 78,511 | $254.63 | $254.63 | +$19.99B |