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