Carbahal Olsen Financial Services Group, LLC IVW Holdings History
Carbahal Olsen Financial Services Group, LLC's iShares S&P 500 Growth ETF Holding Summary
As of 2025-03-31, Carbahal Olsen Financial Services Group, LLC held 149,076.00 shares of iShares S&P 500 Growth ETF(IVW), totaling $13.84 Mil. This investment constitutes 13.14% of their stock portfolio, and Carbahal Olsen Financial Services Group, LLC now holds 0.03% of the outstanding iShares S&P 500 Growth ETF(IVW) stock.
The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $100.81 for 1,615.00 shares. Based on historical transaction data and IVW's current price of $112.91, Carbahal Olsen Financial Services Group, LLC's estimated gain on his IVW holdings is $1.95 Mil, reflecting a 12.94% gain to date.
Carbahal Olsen Financial Services Group, LLC IVW ($112.91) Holding Chart
Carbahal Olsen Financial Services Group, LLC IVW ($112.91) 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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