Carbahal Olsen Financial Services Group »

iShares S&P 500 Value Index shares owned by Carbahal Olsen Financial Services Group

Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Carbahal Olsen Financial Services Group from 13F filings

Historical chart of Carbahal Olsen Financial Services Group investment in iShares S&P 500 Value Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 500 Value Index held by Carbahal Olsen Financial Services Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P 500 Value Index by Carbahal Olsen Financial Services Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $6.3M 31k 206.51
2025-06-30 $6.0M 31k 195.42
2025-03-31 $5.9M 31k 190.58
2024-12-31 $5.9M 31k 190.88

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

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