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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
SPYSpdr S&p 500 Etf
Recent Activity
Decreased -7.26%
1.61%
$7.708M
13,152 shares@ $586.08 avg price
UPSUnited Parcel Service
Recent Activity
Decreased -1.17%
1.55%
$7.433M
58,949 shares@ $126.11 avg price
CRMSalesforce Inc
Recent Activity
Decreased -1.71%
1.47%
$7.044M
21,069 shares@ $334.34 avg price
JNJJohnson & Johnson
Recent Activity
Decreased -0.56%
1.37%
$6.577M
45,478 shares@ $144.62 avg price
CVXChevron Corp
Recent Activity
Decreased -1.81%
1.33%
$6.39M
44,118 shares@ $144.84 avg price
DIASpdr Dow Jones Industrial Average
Recent Activity
1.32%
$6.327M
14,870 shares@ $425.5 avg price
CAHCardinal Health Inc
Recent Activity
Increased 0.15%
1.3%
$6.241M
52,770 shares@ $118.28 avg price
PEPPepsico Inc
Recent Activity
Decreased -2.15%
1.3%
$6.24M
41,035 shares@ $152.06 avg price
XOMExxon Mobil Corp
Recent Activity
Decreased -2.02%
1.28%
$6.148M
57,149 shares@ $107.58 avg price
IBMIbm Corp
Recent Activity
Decreased -2.06%
1.24%
$5.956M
27,095 shares@ $219.84 avg price