iShares S&P 500 Index shares owned by Fonville Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Fonville Wealth Management
from 13F filings
Historical chart of Fonville Wealth Management investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Fonville Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.9M | 5.9k | 669.30 |
| 2025-06-30 | $1.7M | 2.7k | 620.99 |
| 2025-03-31 | $1.5M | 2.7k | 561.86 |
| 2024-12-31 | $1.7M | 2.9k | 588.72 |
| 2024-09-30 | $1.6M | 2.8k | 576.72 |
| 2024-06-30 | $1.5M | 2.8k | 547.19 |
| 2024-03-31 | $1.4M | 2.6k | 525.77 |
| 2023-12-31 | $1.2M | 2.5k | 477.67 |
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