Iowa State Bank’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-2,662	Closed	-$383K	–	123
2025 Q4	$383K	Buy	+2,662	New	+$384K	0.07%	101
2023 Q1	–	Sell	-3,450	Closed	-$215K	–	117
2022 Q4	$215K	Buy	+3,450	New	+$219K	0.05%	110
2022 Q1	–	Sell	-4,440	Closed	-$386K	–	127
2021 Q4	$386K	Buy	4,440 +1,280	+41%	+$105K	0.09%	102
2021 Q3	$236K	Sell	3,160 -150	-5%	-$11.6K	0.07%	113
2021 Q2	$244K	Hold	3,310	–	–	0.07%	112
2021 Q1	$220K	Sell	3,310 -906	-21%	-$59.8K	0.07%	117
2020 Q4	$274K	Hold	4,216	–	–	0.09%	108
2020 Q3	$246K	Hold	4,216	–	–	0.1%	106
2020 Q2	$220K	Buy	+4,216	New	+$198K	0.1%	102
2020 Q1	–	Sell	-11,216	Closed	-$514K	–	137
2019 Q4	$514K	Hold	11,216	–	–	0.18%	93
2019 Q3	$452K	Hold	11,216	–	–	0.17%	93
2019 Q2	$438K	Sell	11,216 -1,116	-9%	-$42.5K	0.19%	80
2019 Q1	$456K	Hold	12,332	–	–	0.21%	76
2018 Q4	$382K	Buy	12,332 +870	+8%	+$29.4K	0.19%	77
2018 Q3	$432K	Sell	11,462 -400	-3%	-$14.7K	0.19%	76
2018 Q2	$412K	Hold	11,862	–	–	0.2%	78
2018 Q1	$388K	Buy	+11,862	New	+$398K	0.19%	75

Other funds holding XLK

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Iowa State Bank sold out of State Street Technology Select Sector SPDR ETF (XLK) in Q1 2026, closing a stake of 2,662 shares — an estimated $383K sold.

Iowa State Bank first reported a position in XLK in Q1 2018 and held it in 17 quarters. The position peaked at $514K in Q4 2019. 2,415 funds tracked by Wall St. Rank hold XLK as of Q1 2026.

Iowa State Bank reported no remaining State Street Technology Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
Iowa State Bank sold 2,662 State Street Technology Select Sector SPDR ETF shares in Q1 2026, an estimated $383K.
Iowa State Bank first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2018 and held it in 17 quarters.
Iowa State Bank's State Street Technology Select Sector SPDR ETF position peaked at $514K in Q4 2019.
2,415 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2026.

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