Iowa State Bank

13F Portfolio Filings

Latest 13F report
Q2 2024 - Jul 23, 2024
Value $
$453M
Signature - Title
Tabitha Granzow - AVP TRUST OPERATIONS OFFICER
Location
2301 128 Th Street, Urbandale, IA
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q2 2024 105 $453M +$26.8M -$15.6M +$11.2M IEFA, IJH, MSFT, AAPL, JPM 13F-HR 7/23/2024, 10:18 AM
Q1 2024 106 $452M +$38M -$20.6M +$17.5M IEFA, IJH, MSFT, JPM, PGX 13F-HR 4/23/2024, 11:04 AM
Q4 2023 109 $417M +$6.39M -$6.3M +$84K IEFA, IJH, MSFT, AAPL, PGX 13F-HR 1/23/2024, 10:46 AM
Q3 2023 107 $385M +$5.92M -$6.48M -$567K IEFA, IJH, PGX, AAPL, MSFT 13F-HR 10/24/2023, 12:03 PM
Q2 2023 110 $398M +$5.11M -$19.3M -$14.2M IEFA, IJH, AAPL, PGX, MSFT 13F-HR 8/4/2023, 02:24 PM
Q1 2023 112 $399M +$19.2M -$29M -$9.78M IEFA, IJH, PGX, UPS, AAPL 13F-HR 4/25/2023, 04:47 PM
Q4 2022 112 $398M +$31.9M -$21.6M +$10.2M IJH, PGX, UPS, IEFA, MSFT 13F-HR 1/6/2023, 01:25 PM
Q3 2022 115 $351M +$14.2M -$8.84M +$5.33M IJH, PGX, UPS, AAPL, MSFT 13F-HR 10/14/2022, 09:25 AM
Q2 2022 108 $374M +$12.7M -$7.84M +$4.86M UPS, PGX, IJH, MSFT, AAPL 13F-HR 8/5/2022, 11:54 AM
Q1 2022 121 $431M +$40.3M -$18.9M +$21.4M UPS, IJH, PGX, AAPL, MSFT 13F-HR 4/27/2022, 02:53 PM
Q4 2021 124 $425M +$43.3M -$7.53M +$35.8M UPS, MSFT, PGX, AAPL, CWI 13F-HR 2/2/2022, 11:43 AM
Q3 2021 117 $358M +$11.8M -$6.23M +$5.52M UPS, PGX, MSFT, AAPL, CWI 13F-HR 10/12/2021, 12:38 PM
Q2 2021 118 $356M +$9.45M -$3.26M +$6.19M UPS, PGX, MSFT, AAPL, CWI 13F-HR 8/3/2021, 11:28 AM
Q1 2021 122 $332M +$28M -$18.2M +$9.8M UPS, PGX, MSFT, AAPL, JPM 13F-HR 4/15/2021, 03:19 PM
Q4 2020 124 $302M +$20.7M -$4.07M +$16.7M AAPL, UPS, MSFT, PGX, CWI 13F-HR 2/4/2021, 02:54 PM
Q3 2020 115 $244M +$26.6M -$7.4M +$19.2M UPS, AAPL, MSFT, PGX, CWI 13F-HR 10/19/2020, 04:53 PM
Q2 2020 110 $230M +$12.2M -$28.2M -$16.1M MSFT, AAPL, UPS, PGX, ABBV 13F-HR 7/16/2020, 02:07 PM
Q1 2020 121 $213M +$6.64M -$17M -$10.4M MSFT, UPS, AAPL, JNJ, PG 13F-HR 4/29/2020, 12:30 PM
Q4 2019 134 $281M +$5.97M -$5.71M +$262K MSFT, AAPL, UPS, JPM, JNJ 13F-HR 1/21/2020, 10:13 AM
Q3 2019 130 $263M +$39.9M -$6.47M +$33.4M MSFT, UPS, AAPL, PG, JPM 13F-HR 10/18/2019, 04:43 PM
Q2 2019 106 $225M +$3.93M -$2.34M +$1.58M MSFT, UPS, AAPL, CSCO, CRM 13F-HR 7/10/2019, 12:42 PM
Q1 2019 103 $218M +$3.72M -$4.25M -$530K UPS, MSFT, AAPL, CSCO, CRM 13F-HR 4/4/2019, 11:27 AM
Q4 2018 101 $198M +$3.88M -$7.01M -$3.13M UPS, MSFT, CRM, BRKB, AAPL 13F-HR 2/13/2019, 12:39 PM
Q3 2018 101 $224M +$3.93M -$5.34M -$1.41M UPS, AAPL, MSFT, CRM, JPM 13F-HR 10/17/2018, 09:52 AM
Q2 2018 102 $209M +$13.1M -$11.4M +$1.66M UPS, MSFT, AAPL, CRM, JPM 13F-HR 7/20/2018, 01:38 PM
Q1 2018 98 $206M +$1.59M -$8.83M -$7.24M UPS, MSFT, AAPL, JPM, BRKB 13F-HR 5/3/2018, 11:27 AM
Q4 2017 96 $222M +$5.63M -$6.7M -$1.08M UPS, MSFT, AAPL, JPM, PFG 13F-HR 2/7/2018, 03:05 PM
Q3 2017 94 $212M +$3.76M -$7.13M -$3.36M UPS, AAPL, MSFT, JPM, PFG 13F-HR 10/16/2017, 01:54 PM
Q2 2017 95 $209M +$10.1M -$7.28M +$2.78M UPS, AAPL, PFG, MSFT, JPM 13F-HR 7/13/2017, 03:26 PM
Q1 2017 90 $204M +$7.34M -$2.89M +$4.45M UPS, AAPL, PFG, WFC, MSFT 13F-HR 4/17/2017, 01:41 PM
Q4 2016 85 $195M +$6.93M -$4.04M +$2.89M UPS, JPM, WFC, MSFT, PFG 13F-HR 2/1/2017, 03:16 PM
Q3 2016 89 $187M +$7.51M -$6.36M +$1.15M UPS, MSFT, JNJ, GE, VZ 13F-HR 10/24/2016, 01:20 PM
Q2 2016 92 $185M +$7.04M -$4.21M +$2.83M UPS, GE, JNJ, VZ, XOM Restatement 10/24/2016, 01:29 PM
Q1 2016 94 $177M +$8.96M -$4.29M +$4.66M UPS, GE, MSFT, JNJ, VZ 13F-HR 4/8/2016, 09:40 AM
Q4 2015 85 $169M +$17.5M -$3.31M +$14.2M UPS, WFC, GE, MSFT, JNJ 13F-HR 1/13/2016, 03:29 PM
Q3 2015 82 $146M +$3.24M -$5.56M -$2.31M UPS, WFC, AAPL, PEP, JNJ 13F-HR 10/29/2015, 05:09 PM
Q2 2015 79 $159M +$2.88M -$334K +$2.54M UPS, WFC, AAPL, XOM, ABBV 13F-HR 7/15/2015, 11:44 AM
Q1 2015 78 $157M +$6.56M -$4.05M +$2.51M UPS, WFC, AAPL, XOM, JNJ 13F-HR 4/28/2015, 08:56 AM
Q4 2014 76 $158M +$4.32M -$1.04M +$3.28M UPS, WFC, XOM, JNJ, D 13F-HR 2/11/2015, 11:42 AM
Q3 2014 73 $150M +$2.99M -$1.04M +$1.96M UPS, WFC, XOM, JNJ, PEP 13F-HR 10/29/2014, 05:12 PM
Q2 2014 73 $148M +$6.16M -$778K +$5.39M UPS, XOM, WFC, JNJ, PEP 13F-HR 8/7/2014, 10:26 AM
Q1 2014 73 $140M +$4.66M -$1.25M +$3.42M UPS, XOM, WFC, JNJ, GE 13F-HR 4/9/2014, 02:43 PM
Q4 2013 70 $136M $0 $0 UPS, XOM, WFC, JNJ, GE 13F-HR 2/12/2014, 10:36 AM