ISB
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Iowa State Bank’s Workiva WK Stock Holding History

Iowa State Bank’s Portfolio WK Stock Details WK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-7,890
Closed -$400K – 108
2019
Q1 		$400K Sell
7,890
-3,000
-28% -$132K 0.18% 79
2018
Q4 		$391K Hold
10,890
– – 0.2% 76
2018
Q3 		$430K Sell
10,890
-200
-2% -$6.22K 0.19% 77
2018
Q2 		$271K Hold
11,090
– – 0.13% 93
2018
Q1 		$263K Hold
11,090
– – 0.13% 88
2017
Q4 		$237K Sell
11,090
-5,070
-31% -$112K 0.11% 90
2017
Q3 		$337K Buy
+16,160
New +$320K 0.16% 78

Other funds holding WK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return