Carbahal Olsen Financial Services Group’s iShares S&P 500 Value ETF IVE Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$6.02M	Sell	30,803 -119	-0.4%	-$23.3K	5.13%	7
2025 Q1	$5.89M	Sell	30,922 -49	-0.2%	-$9.34K	5.59%	7
2024 Q4	$5.91M	Buy	+30,971	New	+$5.91M	5.45%	7