Carbahal Olsen Financial Services Group »

iShares S&P 1500 Index Fund shares owned by Carbahal Olsen Financial Services Group

Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Carbahal Olsen Financial Services Group from 13F filings

Historical chart of Carbahal Olsen Financial Services Group investment in iShares S&P 1500 Index Fund

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 1500 Index Fund held by Carbahal Olsen Financial Services Group consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares S&P 1500 Index Fund by Carbahal Olsen Financial Services Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $429k 2.9k 145.65
2025-06-30 $398k 2.9k 135.04
2025-03-31 $218k 1.8k 122.01
2024-12-31 $379k 2.9k 128.62

More positions owned by Carbahal Olsen Financial Services Group

Ishares Tr Core S&p500 Etf (IVV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core Us Aggbd Et (AGG)
Fidelity Covington Trust High Divid Etf (FDVV)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Rus 2000 Grw Etf (IWO)
Apple (AAPL)
Ishares Tr Select Divid Etf (DVY)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Microsoft Corporation (MSFT)
Ishares Tr Rus 2000 Val Etf (IWN)
Eaton Corp SHS (ETN)
Oklo Com Cl A (OKLO)

View all positions for Carbahal Olsen Financial Services Group

Top funds holding iShares S&P 1500 Index Fund

BlackRock
Wells Fargo & Company
Betterment
Wealthfront Advisers
Morgan Stanley
Alliancebernstein
LPL Financial
Colony
Buckingham Strategic Partners
Envestnet Asset Management
Ronald Blue Trust
SigFig Wealth Management
Ballentine Partners
Auto-Owners Insurance
AlTi Global

View all funds holding iShares S&P 1500 Index Fund