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Iowa State Bank’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Iowa State Bank’s Portfolio XLV Stock Details XLV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$317K Hold
2,000
– – 0.05% 104
2026
Q1 		$293K Hold
2,000
– – 0.05% 103
2025
Q4 		$310K Hold
2,000
– – 0.06% 105
2025
Q3 		$278K Hold
2,000
– – 0.05% 111
2025
Q2 		$270K Hold
2,000
– – 0.05% 113
2025
Q1 		$292K Hold
2,000
– – 0.06% 109
2024
Q4 		$275K Hold
2,000
– – 0.06% 97
2024
Q3 		$308K Hold
2,000
– – 0.06% 98
2024
Q2 		$292K Hold
2,000
– – 0.06% 97
2024
Q1 		$295K Hold
2,000
– – 0.07% 96
2023
Q4 		$273K Hold
2,000
– – 0.07% 96
2023
Q3 		$257K Sell
2,000
-750
-27% -$99.6K 0.07% 98
2023
Q2 		$365K Buy
2,750
+750
+38% +$98.9K 0.09% 94
2023
Q1 		$259K Sell
2,000
-400
-17% -$52.3K 0.06% 106
2022
Q4 		$326K Buy
2,400
+400
+20% +$53K 0.08% 100
2022
Q3 		$242K Hold
2,000
– – 0.07% 105
2022
Q2 		$256K Hold
2,000
– – 0.07% 101
2022
Q1 		$274K Sell
2,000
-6,432
-76% -$852K 0.06% 104
2021
Q4 		$1.19M Sell
8,432
-60
-0.7% -$7.97K 0.28% 78
2021
Q3 		$1.08M Sell
8,492
-265
-3% -$35K 0.3% 78
2021
Q2 		$1.1M Hold
8,757
– – 0.31% 79
2021
Q1 		$1.02M Sell
8,757
-1,446
-14% -$167K 0.31% 75
2020
Q4 		$1.16M Sell
10,203
-161
-2% -$17.6K 0.38% 67
2020
Q3 		$1.09M Hold
10,364
– – 0.42% 63
2020
Q2 		$1.04M Sell
10,364
-150
-1% -$14.8K 0.45% 62
2020
Q1 		$931K Sell
10,514
-1,718
-14% -$167K 0.44% 63
2019
Q4 		$1.25M Sell
12,232
-256
-2% -$24.6K 0.44% 63
2019
Q3 		$1.13M Sell
12,488
-320
-2% -$29.2K 0.43% 61
2019
Q2 		$1.19M Sell
12,808
-785
-6% -$70.6K 0.53% 53
2019
Q1 		$1.25M Sell
13,593
-1,698
-11% -$153K 0.57% 50
2018
Q4 		$1.32M Sell
15,291
-92
-0.6% -$8.33K 0.67% 49
2018
Q3 		$1.46M Hold
15,383
– – 0.65% 49
2018
Q2 		$1.28M Sell
15,383
-30
-0.2% -$2.49K 0.61% 51
2018
Q1 		$1.25M Hold
15,413
– – 0.61% 48
2017
Q4 		$1.27M Buy
15,413
+1,343
+10% +$111K 0.57% 50
2017
Q3 		$1.15M Hold
14,070
– – 0.54% 50
2017
Q2 		$1.11M Hold
14,070
– – 0.53% 52
2017
Q1 		$1.05M Buy
14,070
+1,065
+8% +$77.6K 0.51% 53
2016
Q4 		$897K Buy
13,005
+3,000
+30% +$208K 0.46% 51
2016
Q3 		$721K Hold
10,005
– – 0.39% 52
2016
Q2 		$717K Hold
10,005
– – 0.39% 53
2016
Q1 		$678K Buy
10,005
+845
+9% +$56.6K 0.38% 52
2015
Q4 		$660K Buy
9,160
+2,000
+28% +$141K 0.39% 51
2015
Q3 		$474K Buy
+7,160
New +$523K 0.32% 55

Other funds holding XLV

HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
GG
Greenwood Gearhart Fayetteville, Arkansas $2.15B AUM 25.78% 1-Year Est. Return
CCA
Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

Iowa State Bank's XLV Position: Q2 2026 in Review

Iowa State Bank held its State Street Health Care Select Sector SPDR ETF (XLV) position steady in Q2 2026 at 2,000 shares worth $317K. The position accounts for 0.05% of the portfolio, ranked #104.

Iowa State Bank first reported a position in XLV in Q3 2015 and has held it in 44 quarters since. The position peaked at $1.46M in Q3 2018. 882 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

  • Iowa State Bank held 2,000 shares of State Street Health Care Select Sector SPDR ETF worth $317K as of Q2 2026.
  • Iowa State Bank left its State Street Health Care Select Sector SPDR ETF share count unchanged in Q2 2026.
  • State Street Health Care Select Sector SPDR ETF made up 0.05% of Iowa State Bank's portfolio in Q2 2026, its #104 holding.
  • Iowa State Bank first reported a position in State Street Health Care Select Sector SPDR ETF in Q3 2015 and has held it in 44 quarters since.
  • Iowa State Bank's State Street Health Care Select Sector SPDR ETF position peaked at $1.46M in Q3 2018.
  • 882 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Iowa State Bank's 13F filing for Q2 2026, filed 28 Jul 2026.