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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
CMCSAComcast Corp New Cl A
Recent Activity
Decreased -3.24%
0.44%
$2.079M
55,397 shares@ $37.53 avg price
TJXTjx Companies Inc
Recent Activity
Increased 1.73%
0.42%
$1.986M
16,440 shares@ $120.81 avg price
COSTCostco Wholesale Corp
Recent Activity
Increased 0.91%
0.41%
$1.951M
2,129 shares@ $916.28 avg price
DDDu Pont De Nemours Inc
Recent Activity
Decreased -0.32%
0.41%
$1.931M
25,331 shares@ $76.26 avg price
IVVIshares Core S&p 500 Etf
Recent Activity
0.4%
$1.903M
3,232 shares@ $588.69 avg price
FCXFreeport-mcmoran, Inc
Recent Activity
Increased 0.45%
0.39%
$1.845M
48,447 shares@ $38.09 avg price
HONHoneywell Intl Inc
Recent Activity
Increased 1.36%
0.38%
$1.793M
7,937 shares@ $225.9 avg price
WMWaste Management Inc
Recent Activity
Increased 2.7%
0.37%
$1.751M
8,675 shares@ $201.79 avg price
SYYSysco Corp
Recent Activity
Decreased -1.37%
0.34%
$1.588M
20,766 shares@ $76.46 avg price
EXCExelon Corp
Recent Activity
Decreased -3.79%
0.31%
$1.461M
38,818 shares@ $37.65 avg price