Iowa State Bank’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

Iowa State Bank’s Portfolio SPYV Stock Details SPYV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$427K	Sell	6,990 -110	-2%	-$6.88K	0.07%	100
2026 Q2	$432K	Hold	7,100	–	–	0.07%	100
2026 Q1	$402K	Hold	7,100	–	–	0.07%	99
2025 Q4	$403K	Hold	7,100	–	–	0.08%	100
2025 Q3	$393K	Hold	7,100	–	–	0.07%	102
2025 Q2	$372K	Hold	7,100	–	–	0.07%	105
2025 Q1	$363K	Hold	7,100	–	–	0.08%	106
2024 Q4	$363K	Hold	7,100	–	–	0.08%	95
2024 Q3	$375K	Hold	7,100	–	–	0.08%	96
2024 Q2	$346K	Sell	7,100 -300	-4%	-$14.7K	0.08%	94
2024 Q1	$371K	Hold	7,400	–	–	0.08%	94
2023 Q4	$345K	Hold	7,400	–	–	0.08%	93
2023 Q3	$305K	Hold	7,400	–	–	0.08%	94
2023 Q2	$320K	Hold	7,400	–	–	0.08%	97
2023 Q1	$301K	Hold	7,400	–	–	0.08%	100
2022 Q4	$288K	Buy	+7,400	New	+$283K	0.07%	106

Other funds holding SPYV

CIM

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Whitcomb & Hess Ashland, Ohio $467M AUM 13.43% 1-Year Est. Return

WFPG

Waller Financial Planning Group Columbus, Ohio $493M AUM 11.61% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 1-Year Est. Return

MSRI

Michael S. Ryan Inc Latham, New York $198M AUM 15.97% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

CCAL

City Center Advisors LLC Troy, Michigan $131M AUM 24.02% 1-Year Est. Return

JWS

Juncture Wealth Strategies Scottsdale, Arizona $390M AUM 19.15% 1-Year Est. Return

Iowa State Bank's SPYV Position: Q3 2026 in Review

Iowa State Bank reduced its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 1.5% in Q3 2026, selling an estimated $6.88K and leaving 6,990 shares worth $427K. The position accounts for 0.07% of the portfolio, ranked #100.

Iowa State Bank first reported a position in SPYV in Q4 2022 and has held it in 16 quarters since. The position peaked at $432K in Q2 2026. 43 funds tracked by Wall St. Rank hold SPYV as of Q3 2026.

Iowa State Bank held 6,990 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $427K as of Q3 2026.
Iowa State Bank sold 110 State Street SPDR Portfolio S&P 500 Value ETF shares in Q3 2026, an estimated $6.88K.
State Street SPDR Portfolio S&P 500 Value ETF made up 0.07% of Iowa State Bank's portfolio in Q3 2026, its #100 holding.
Iowa State Bank first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q4 2022 and has held it in 16 quarters since.
Iowa State Bank's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $432K in Q2 2026.
43 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q3 2026.

Based on Iowa State Bank's 13F filing for Q3 2026, filed 6 Oct 2026.