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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
IEFAIshares Core Msci Eafe Etf
Recent Activity
Increased 4.25%
4.85%
$23.28M
331,241 shares@ $70.28 avg price
IJHIshares Core S&p Mid-cap 400 Index Etf
Recent Activity
Decreased -0.31%
4.68%
$22.45M
360,288 shares@ $62.31 avg price
AAPLApple Inc
Recent Activity
Decreased -0.19%
4.07%
$19.538M
78,022 shares@ $250.42 avg price
JPMJp Morgan Chase & Co
Recent Activity
Decreased -0.64%
3.64%
$17.469M
72,877 shares@ $239.72 avg price
MSFTMicrosoft Corp
Recent Activity
Increased 0.22%
3.57%
$17.125M
40,628 shares@ $421.5 avg price
IJRIshares Core S&p Small-cap 600 Etf
Recent Activity
Increased 1.36%
2.97%
$14.257M
123,739 shares@ $115.23 avg price
PGXInvesco Preferred Etf
Recent Activity
Decreased -0.55%
2.68%
$12.834M
1.113M shares@ $11.54 avg price
NVDANvidia Corp
Recent Activity
Increased 1.32%
2.47%
$11.871M
88,401 shares@ $134.29 avg price
IEMGIshares Core Msci Emerging Mkts Etf
Recent Activity
Increased 3.48%
2.25%
$10.806M
206,941 shares@ $52.22 avg price
AMZNAmazon Inc
Recent Activity
Increased 1.3%
2.15%
$10.323M
47,054 shares@ $219.39 avg price