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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
PYPLPaypal Holdings Inc
Recent Activity
Increased 3.78%
0.53%
$2.527M
29,612 shares@ $85.35 avg price
PFEPfizer Inc
Recent Activity
Decreased -0.46%
0.53%
$2.52M
94,977 shares@ $26.54 avg price
WMTWal-mart Stores Inc
Recent Activity
Increased 213.76%
0.51%
$2.422M
26,807 shares@ $90.35 avg price
NKENike Inc Class B
Recent Activity
Increased 5.87%
0.5%
$2.372M
31,349 shares@ $75.68 avg price
GILDGilead Sciences Inc
Recent Activity
Decreased -1.84%
0.49%
$2.333M
25,258 shares@ $92.37 avg price
COPConocophillips
Recent Activity
Increased 0.99%
0.48%
$2.3M
23,196 shares@ $99.17 avg price
PLTRPalantir Technologies Inc
Recent Activity
New Position
0.47%
$2.222M
29,382 shares@ $75.64 avg price
SCHWCharles Schwab Corp
Recent Activity
Increased 4.87%
0.46%
$2.21M
29,860 shares@ $74.02 avg price
MDLZMondelez International Inc
Recent Activity
Decreased -1.02%
0.45%
$2.132M
35,697 shares@ $59.74 avg price
OMCOmnicom Group
Recent Activity
Decreased -0.47%
0.44%
$2.093M
24,331 shares@ $86.04 avg price