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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
RTXRtx Corporation
Recent Activity
Increased 0.31%
0.86%
$4.098M
35,413 shares@ $115.72 avg price
LOWLowes Companies Inc
Recent Activity
Decreased -1.27%
0.83%
$3.966M
16,068 shares@ $246.8 avg price
BACBank Of America Corp
Recent Activity
Decreased -0.18%
0.83%
$3.956M
90,016 shares@ $43.95 avg price
TFCTruist Financial Corp
Recent Activity
Decreased -1.24%
0.82%
$3.895M
89,799 shares@ $43.39 avg price
MASMasco Corp
Recent Activity
Increased 0.57%
0.77%
$3.683M
50,751 shares@ $72.57 avg price
MCDMcdonalds Corp
Recent Activity
Decreased -3.66%
0.7%
$3.334M
11,500 shares@ $289.89 avg price
EOGEog Resources Inc
Recent Activity
Decreased -1.27%
0.66%
$3.149M
25,690 shares@ $122.58 avg price
MRKMerck & Co Inc
Recent Activity
Increased 0.11%
0.66%
$3.134M
31,503 shares@ $99.48 avg price
SPYGSpdr S&p 500 Growth Etf
Recent Activity
Decreased -4.3%
0.63%
$2.982M
33,928 shares@ $87.9 avg price
AMTAmerican Tower Corp Reit
Recent Activity
Increased 2.09%
0.61%
$2.906M
15,843 shares@ $183.42 avg price