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

Carbahal Olsen Financial Services Group’s Portfolio IVW Stock Details IVW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$18.4M	Sell	133,884 -4,055	-3%	-$535K	12.78%	3
2026 Q1	$15.6M	Sell	137,939 -2,428	-2%	-$292K	12.47%	3
2025 Q4	$17.3M	Sell	140,367 -1,836	-1%	-$225K	13.28%	2
2025 Q3	$17.2M	Sell	142,203 -5,909	-4%	-$680K	13.78%	3
2025 Q2	$16.3M	Sell	148,112 -964	-0.6%	-$95.4K	13.9%	3
2025 Q1	$13.8M	Sell	149,076 -1,615	-1%	-$163K	13.14%	3
2024 Q4	$15.3M	Buy	+150,691	New	+$15M	14.11%	3

Other funds holding IVW

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Carbahal Olsen Financial Services Group's IVW Position: Q2 2026 in Review

Carbahal Olsen Financial Services Group reduced its iShares S&P 500 Growth ETF (IVW) stake by 2.9% in Q2 2026, selling an estimated $535K and leaving 133,884 shares worth $18.4M. The position accounts for 12.78% of the portfolio, ranked #3.

Carbahal Olsen Financial Services Group first reported a position in IVW in Q4 2024 and has held it in 7 quarters since. 2,122 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Carbahal Olsen Financial Services Group held 133,884 shares of iShares S&P 500 Growth ETF worth $18.4M as of Q2 2026.
Carbahal Olsen Financial Services Group sold 4,055 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $535K.
iShares S&P 500 Growth ETF made up 12.78% of Carbahal Olsen Financial Services Group's portfolio in Q2 2026, its #3 holding.
Carbahal Olsen Financial Services Group first reported a position in iShares S&P 500 Growth ETF in Q4 2024 and has held it in 7 quarters since.
2,122 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Carbahal Olsen Financial Services Group's 13F filing for Q2 2026, filed 14 Aug 2026.