TABITHA GRANZOW

@Iowa State Bank

Latest period2024 - Q4

Reported12d ago

Managed Assets$480.649M

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
BLKBlackrock Inc Recent Activity Exited	0%	$3.611M 3,803 shares@ $949.52 avg price	Exited
MCHPMicrochip Technology Inc Recent Activity Exited	0%	$2.541M 31,650 shares@ $80.3 avg price	Exited
DLTRDollar Tree Inc Recent Activity Exited	0%	$1.452M 20,644 shares@ $70.32 avg price	Exited
DOWDow Inc Recent Activity Exited	0%	$306,638 5,613 shares@ $54.63 avg price	Exited
VTIVanguard Total Stock Market Recent Activity Exited	0%	$232,474 821 shares@ $283.16 avg price	Exited
NSITInsight Enterprises Inc. Recent Activity Exited	0%	$215,390 1,000 shares@ $215.39 avg price	Exited