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 -$5.43M +$490K IEFA, IJH, PGX, AAPL, MSFT 13F-HR 10/24/2023, 12:03 PM
Q2 2023 110 $398M +$5.11M -$11.3M -$6.24M IEFA, IJH, AAPL, PGX, MSFT 13F-HR 8/4/2023, 02:24 PM
Q1 2023 112 $399M +$19.2M -$22M -$2.82M IEFA, IJH, PGX, UPS, AAPL 13F-HR 4/25/2023, 04:47 PM
Q4 2022 111 $397M +$31.9M -$13.2M +$18.7M IJH, PGX, UPS, IEFA, MSFT 13F-HR 1/6/2023, 12:25 PM
Q3 2022 113 $348M +$14.1M -$5.93M +$8.13M IJH, PGX, UPS, AAPL, MSFT 13F-HR 10/14/2022, 09:25 AM
Q2 2022 107 $371M +$12.5M -$4.8M +$7.67M UPS, PGX, IJH, MSFT, AAPL 13F-HR 8/5/2022, 11:54 AM
Q1 2022 121 $431M +$40.3M -$16.4M +$23.9M UPS, IJH, PGX, AAPL, MSFT 13F-HR 4/27/2022, 02:53 PM
Q4 2021 124 $423M +$43.2M -$6.96M +$36.2M UPS, MSFT, PGX, AAPL, CWI 13F-HR 2/2/2022, 10:43 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 +$27.4M -$18.2M +$9.19M UPS, PGX, MSFT, AAPL, JPM 13F-HR 4/15/2021, 03:19 PM
Q4 2020 122 $299M +$21M -$3.25M +$17.7M AAPL, UPS, MSFT, PGX, CWI 13F-HR 2/4/2021, 01:54 PM
Q3 2020 102 $174M +$15.3M -$6.9M +$8.39M MSFT, PGX, CWI, ABBV, CRM 13F-HR 10/19/2020, 04:53 PM
Q2 2020 110 $230M +$12.2M -$21.5M -$9.31M MSFT, AAPL, UPS, PGX, ABBV 13F-HR 7/16/2020, 02:07 PM
Q1 2020 121 $213M +$6.64M -$10.3M -$3.68M MSFT, UPS, AAPL, JNJ, PG 13F-HR 4/29/2020, 12:30 PM
Q4 2019 134 $281M +$5.97M -$5.2M +$770K MSFT, AAPL, UPS, JPM, JNJ 13F-HR 1/21/2020, 09:13 AM
Q3 2019 130 $263M +$39.9M -$6.09M +$33.8M MSFT, UPS, AAPL, PG, JPM 13F-HR 10/18/2019, 04:43 PM
Q2 2019 106 $225M +$3.93M -$1.74M +$2.19M MSFT, UPS, AAPL, CSCO, CRM 13F-HR 7/10/2019, 12:42 PM
Q1 2019 103 $218M +$3.72M -$3.28M +$439K UPS, MSFT, AAPL, CSCO, CRM 13F-HR 4/4/2019, 11:27 AM
Q4 2018 101 $198M +$3.88M -$5.06M -$1.18M UPS, MSFT, CRM, BRKB, AAPL 13F-HR 2/13/2019, 11:39 AM
Q3 2018 101 $224M +$3.93M -$2.37M +$1.55M UPS, AAPL, MSFT, CRM, JPM 13F-HR 10/17/2018, 09:52 AM
Q2 2018 102 $209M +$13.1M -$3.61M +$9.46M 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 -$5.99M -$360K UPS, MSFT, AAPL, JPM, PFG 13F-HR 2/7/2018, 02:05 PM
Q3 2017 94 $212M +$3.76M -$2.38M +$1.39M UPS, AAPL, MSFT, JPM, PFG 13F-HR 10/16/2017, 01:54 PM
Q2 2017 95 $209M +$10.1M -$3.95M +$6.11M UPS, AAPL, PFG, MSFT, JPM 13F-HR 7/13/2017, 03:26 PM
Q1 2017 90 $204M +$7.34M -$2.35M +$4.99M UPS, AAPL, PFG, WFC, MSFT 13F-HR 4/17/2017, 01:41 PM
Q4 2016 85 $195M +$6.93M -$1.87M +$5.06M UPS, JPM, WFC, MSFT, PFG 13F-HR 2/1/2017, 02:16 PM
Q3 2016 89 $187M +$7.51M -$1.13M +$6.38M UPS, MSFT, JNJ, GEXXXX, VZ 13F-HR 10/24/2016, 01:20 PM
Q2 2016 92 $185M +$7.04M -$631K +$6.41M UPS, GEXXXX, JNJ, VZ, XOM Restatement 10/24/2016, 01:29 PM
Q1 2016 94 $177M +$8.96M -$541K +$8.42M UPS, GEXXXX, MSFT, JNJ, VZ 13F-HR 4/8/2016, 09:40 AM
Q4 2015 85 $169M +$17.5M -$500K +$17M UPS, WFC, GEXXXX, MSFT, JNJ 13F-HR 1/13/2016, 02:29 PM
Q3 2015 81 $146M +$3.24M -$1.67M +$1.57M UPS, WFC, AAPL, PEP, JNJ 13F-HR 10/29/2015, 05:09 PM
Q2 2015 79 $159M +$2.88M -$162K +$2.71M UPS, WFC, AAPL, XOM, ABBV 13F-HR 7/15/2015, 11:44 AM
Q1 2015 78 $157M +$6.56M -$685K +$5.88M 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, 10:42 AM
Q3 2014 73 $150M +$2.99M -$573K +$2.42M UPS, WFC, XOM, JNJ, PEP 13F-HR 10/29/2014, 05:12 PM
Q2 2014 73 $148M +$6.16M -$474K +$5.69M UPS, XOM, WFC, JNJ, PEP 13F-HR 8/7/2014, 10:26 AM
Q1 2014 73 $140M +$4.66M -$692K +$3.97M UPS, XOM, WFC, JNJ, GEXXXX 13F-HR 4/9/2014, 02:43 PM
Q4 2013 70 $136M UPS, XOM, WFC, JNJ, GEXXXX 13F-HR 2/12/2014, 09:36 AM