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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 $471,016,761
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 376,359 $21,960,548 4.66%
2.
Ishares Core Msci Eafe Etf
 283,324 $21,433,461 4.55%
3.
Ishares Trust
 IEF 175,496 $18,351,617 3.9%
4.
Apple Inc.
 AAPL 80,367 $17,851,922 3.79%
5.
Jpmorgan Chase & Co
 JPM 67,783 $16,627,170 3.53%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% 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 February 19th, 2025)