Number of Shares
1,789.00
Current Holdings Value*
$218,280.00
% of Portfolio
0.21%
Total Estimate Gain
$15,422.86
% of Total Estimate Gain
4.04%

Carbahal Olsen Financial Services Group, LLC's iShares Core S&P Total U.S. Stock Market ETF Holding Summary

As of 2025-03-31, Carbahal Olsen Financial Services Group, LLC held 1,789.00 shares of iShares Core S&P Total U.S. Stock Market ETF(ITOT), totaling $218,280.00. This investment constitutes 0.21% of their stock portfolio, and Carbahal Olsen Financial Services Group, LLC now holds 0% of the outstanding iShares Core S&P Total U.S. Stock Market ETF(ITOT) stock.

The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $128.89 for 1,159.00 shares. Based on historical transaction data and ITOT's current price of $138.62, Carbahal Olsen Financial Services Group, LLC's estimated gain on his ITOT holdings is $15,422.86, reflecting a 4.04% gain to date.

Carbahal Olsen Financial Services Group, LLC ITOT ($138.62) Holding Chart

Carbahal Olsen Financial Services Group, LLC ITOT ($138.62) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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