Carbahal Olsen Financial Services Group, LLC IWO Holdings History
Carbahal Olsen Financial Services Group, LLC's iShares Russell 2000 Growth ETF Holding Summary
As of 2025-03-31, Carbahal Olsen Financial Services Group, LLC held 14,768.00 shares of iShares Russell 2000 Growth ETF(IWO), totaling $3.77 Mil. This investment constitutes 3.58% of their stock portfolio, and Carbahal Olsen Financial Services Group, LLC now holds 0.04% of the outstanding iShares Russell 2000 Growth ETF(IWO) stock.
The initial trade took place in 2024Q4. And since then Carbahal Olsen Financial Services Group, LLC has made 1 purchases of IWO, at an average price of $296.05, for a total of 14,768.00 shares. Based on historical transaction data and IWO's current price of $295.67, Carbahal Olsen Financial Services Group, LLC's estimated gain on his IWO holdings is $-5,575.04, reflecting a -0.13% gain to date.
Carbahal Olsen Financial Services Group, LLC IWO ($295.67) Holding Chart
Carbahal Olsen Financial Services Group, LLC IWO ($295.67) 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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