$209 Million is the total value of Iowa State Bank's 95 reported holdings in Q2 2017. The portfolio turnover from Q1 2017 to Q2 2017 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| ING | New | ING Groep NV ADR | $2,312,000 | – | 132,925 | +100.0% | 1.11% | – |
| LOW | New | Lowes Companies Inc | $2,208,000 | – | 28,473 | +100.0% | 1.06% | – |
| SBUX | New | Starbucks Corporation | $1,416,000 | – | 24,280 | +100.0% | 0.68% | – |
| HON | New | Honeywell Intl Inc | $353,000 | – | 2,651 | +100.0% | 0.17% | – |
| ITW | New | Illinois Tool Works Inc | $287,000 | – | 2,000 | +100.0% | 0.14% | – |
| EPD | New | Enterprise Products Partners LP | $237,000 | – | 8,744 | +100.0% | 0.11% | – |
| HNI | New | HNI Corp | $230,000 | – | 5,760 | +100.0% | 0.11% | – |
| LLY | New | Eli Lilly & Co | $207,000 | – | 2,521 | +100.0% | 0.10% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2017-07-13
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| United Parcel Service | 42 | Q3 2023 | 5.7% |
| Microsoft Corp | 42 | Q3 2023 | 4.6% |
| Apple Inc | 42 | Q3 2023 | 4.7% |
| JP Morgan Chase & Co | 42 | Q3 2023 | 3.2% |
| Johnson & Johnson | 42 | Q3 2023 | 3.3% |
| Pepsico Inc | 42 | Q3 2023 | 2.9% |
| Abbvie Inc | 42 | Q3 2023 | 2.9% |
| Cisco Systems Inc | 42 | Q3 2023 | 3.1% |
| Procter & Gamble Co | 42 | Q3 2023 | 2.8% |
| Pfizer Inc | 42 | Q3 2023 | 2.8% |
View Iowa State Bank's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-23 |
| 13F-HR | 2024-01-23 |
| 13F-HR | 2023-10-24 |
| 13F-HR | 2023-08-04 |
| 13F-HR | 2023-04-25 |
| 13F-HR | 2023-01-06 |
| 13F-HR | 2022-10-14 |
| 13F-HR | 2022-08-05 |
| 13F-HR | 2022-04-27 |
| 13F-HR | 2022-02-02 |
View Iowa State Bank's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.