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iShares S&P 500 Growth Index shares owned by Fonville Wealth Management

Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Fonville Wealth Management from 13F filings

Historical chart of Fonville Wealth Management investment in iShares S&P 500 Growth Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 500 Growth Index held by Fonville Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P 500 Growth Index by Fonville Wealth Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $2.8M 28k 101.53
2024-09-30 $2.9M 31k 95.75
2024-06-30 $2.6M 28k 92.54
2024-03-31 $2.4M 28k 84.44
2023-12-31 $2.1M 29k 75.10

More positions owned by Fonville Wealth Management

Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Bd Index Fds Vanguard Ultra (VUSB)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
American Centy Etf Tr Avantis Emgmkt (AVEM)
American Centy Etf Tr Us Eqt Etf (AVUS)
Vanguard Index Fds Small Cp Etf (VB)
Ishares Tr A Rate Cp Bd Etf (QLTA)
Vanguard Bd Index Fds Intermed Term (BIV)
Dimensional Etf Trust Internatnal Val (DFIV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Mid Cap Etf (VO)

View all positions for Fonville Wealth Management

Top funds holding iShares S&P 500 Growth Index

Envestnet Asset Management
Jpmorgan Chase & Co
Bank of America Corporation
LPL Financial
Wells Fargo & Company
UBS Group
Jones Financial Companies, L.L
Ameriprise Financial
Stifel Financial
Goldman Sachs Group
Envestnet Portfolio Solutions
CWM
Pnc Financial Services
BlackRock
M^T Bank Corporation

View all funds holding iShares S&P 500 Growth Index