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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$16.3M	Sell	148,112 -964	-0.6%	-$106K	13.9%	3
2025 Q1	$13.8M	Sell	149,076 -1,615	-1%	-$150K	13.14%	3
2024 Q4	$15.3M	Buy	+150,691	New	+$15.3M	14.11%	3