iShares S&P 1500 Index Fund shares owned by Fonville Wealth Management
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Fonville Wealth Management
from 13F filings
Historical chart of Fonville Wealth Management investment in iShares S&P 1500 Index Fund
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Quarterly reported holdings in iShares S&P 1500 Index Fund by Fonville Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $5.1M | 34k | 148.69 |
| 2025-09-30 | $5.2M | 36k | 145.65 |
| 2025-06-30 | $4.8M | 36k | 135.04 |
| 2025-03-31 | $4.3M | 36k | 122.01 |
| 2024-12-31 | $4.8M | 37k | 128.62 |
| 2024-09-30 | $4.8M | 38k | 125.62 |
| 2024-06-30 | $4.5M | 38k | 118.78 |
| 2024-03-31 | $4.4M | 38k | 115.30 |
| 2023-12-31 | $4.1M | 39k | 105.23 |
More positions owned by Fonville Wealth Management
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