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
Investment | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
EXCExelon Corp
| 0.31% | $1.461M 38,818 shares@ $37.65 avg price | Decreased -3.79% |
MDTMedtronic Plc
| 0.22% | $1.042M 13,047 shares@ $79.88 avg price | Decreased 0% |
QQQInvesco Qqq Trust
| 0.18% | $828,193 1,620 shares@ $511.24 avg price | Decreased -8.73% |
CVSCvs Health Corporation
| 0.18% | $822,519 18,323 shares@ $44.89 avg price | Decreased -3.82% |
CWISpdr Msci Acwi Ex-us Etf
| 0.17% | $808,137 28,924 shares@ $27.95 avg price | Decreased -0.48% |
LGLVSpdr Ssga Us Low Volatility Index Etf
| 0.11% | $507,856 3,074 shares@ $165.22 avg price | Decreased -28.09% |
INGIng Groep Nv Adr
| 0.11% | $494,984 31,588 shares@ $15.68 avg price | Decreased -11.23% |
CHEChemed Corp
| 0.08% | $370,860 700 shares@ $529.8 avg price | Decreased -6.66% |
USMVIshares Tr Msci Usa Minimum Volatility Etf
| 0.08% | $364,128 4,101 shares@ $88.8 avg price | Decreased -24.9% |
HSYThe Hershey Company
| 0.07% | $299,241 1,767 shares@ $169.35 avg price | Decreased -5.2% |