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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$29.8M	Buy	48,031 +1,200	+3%	+$745K	25.43%	1
2025 Q1	$26.3M	Buy	46,831 +435	+0.9%	+$244K	24.98%	1
2024 Q4	$27.3M	Buy	+46,396	New	+$27.3M	25.19%	1