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 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

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Iowa State Bank's SPYV Position: Q1 2026 in Review

Iowa State Bank held its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) position steady in Q1 2026 at 7,100 shares worth $402K. The position accounts for 0.07% of the portfolio, ranked #99.

Iowa State Bank first reported a position in SPYV in Q4 2022 and has held it in 14 quarters since. The position peaked at $403K in Q4 2025. 1,175 funds tracked by Wall St. Rank hold SPYV as of Q1 2026.

Iowa State Bank held 7,100 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $402K as of Q1 2026.
Iowa State Bank left its State Street SPDR Portfolio S&P 500 Value ETF share count unchanged in Q1 2026.
State Street SPDR Portfolio S&P 500 Value ETF made up 0.07% of Iowa State Bank's portfolio in Q1 2026, its #99 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 14 quarters since.
Iowa State Bank's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $403K in Q4 2025.
1,175 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q1 2026.

Based on Iowa State Bank's 13F filing for Q1 2026, filed 15 Apr 2026.