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Home > Institutional Investor > Iowa State Bank > Profile

Instuitional Investor - Iowa State Bank

Fund Profile
Filing Period:
Fund Name: Iowa State Bank
Portfolio Value $480,648,944
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Core Msci Eafe Etf
 331,241 $23,279,617 4.84%
2.
Ishares Trust
 IEF 360,288 $22,449,545 4.67%
3.
Apple Inc.
 AAPL 78,022 $19,538,269 4.06%
4.
Jpmorgan Chase & Co
 JPM 72,877 $17,469,346 3.63%
5.
Microsoft Corp
 MSFT 40,628 $17,124,702 3.56%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)