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TABITHA GRANZOW

@Iowa State Bank

Latest period2024 - Q4ReportedManaged Assets$480.649MTotal holdings106
Assets growth rate-1.17%Assets growth rate (2-Q avg)3.16%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Iowa State Bank's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 106 positions.

Assets under management

The assets under management (AUM) of Iowa State Bank over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 480.649M in assets, with a quarterly growth rate of -1.17% and a 2-quarter average growth rate of 3.16%. The portfolio is managed by TABITHA GRANZOW, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
IJHIshares Core S&p Mid-cap 400 Index Etf
Recent Activity
Decreased -0.31%
4.68%
$22.45M
360,288 shares@ $62.31 avg price
AAPLApple Inc
Recent Activity
Decreased -0.19%
4.07%
$19.538M
78,022 shares@ $250.42 avg price
JPMJp Morgan Chase & Co
Recent Activity
Decreased -0.64%
3.64%
$17.469M
72,877 shares@ $239.72 avg price
PGXInvesco Preferred Etf
Recent Activity
Decreased -0.55%
2.68%
$12.834M
1.113M shares@ $11.54 avg price
METAMeta Platforms Inc
Recent Activity
Decreased -1.17%
2.03%
$9.753M
16,658 shares@ $585.52 avg price
EMREmerson Electric Co
Recent Activity
Decreased -0.24%
1.93%
$9.267M
74,773 shares@ $123.94 avg price
CSCOCisco Systems Inc
Recent Activity
Decreased -0.32%
1.83%
$8.782M
148,353 shares@ $59.21 avg price
PGProcter & Gamble Co
Recent Activity
Decreased -0.31%
1.72%
$8.223M
49,051 shares@ $167.65 avg price
MSMorgan Stanley
Recent Activity
Decreased -4.04%
1.67%
$7.992M
63,572 shares@ $125.73 avg price
ETNEaton Corp Plc
Recent Activity
Decreased -0.68%
1.62%
$7.752M
23,358 shares@ $331.87 avg price