Carbahal Olsen Financial Services Group »

iShares Russell 2000 Value Index shares owned by Carbahal Olsen Financial Services Group

Quarter-by-quarter ownership of iShares Russell 2000 Value Index (IWN) shares owned by Carbahal Olsen Financial Services Group from 13F filings

Historical chart of Carbahal Olsen Financial Services Group investment in iShares Russell 2000 Value Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 2000 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 Russell 2000 Value Index by Carbahal Olsen Financial Services Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $884k 5.0k 176.80
2025-06-30 $814k 5.2k 157.77
2025-03-31 $780k 5.2k 150.98
2024-12-31 $845k 5.1k 164.18

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 Russell 2000 Value Index

Morgan Stanley
Tiaa Trust, National Association
Envestnet Asset Management
D.A. Davidson & Co.
Vaughan Nelson Investment Management
Pnc Financial Services
LPL Financial
M^T Bank Corporation
Wells Fargo & Company
UBS Group
Commonwealth Equity Services
Goldman Sachs Group
Betterment
Charles Schwab Investment Management
Bnp Paribas Arbitrage, Snc

View all funds holding iShares Russell 2000 Value Index