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
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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 |
|---|---|---|---|
| 2025-09-30 | $3.0M | 25k | 120.72 |
| 2025-06-30 | $2.8M | 25k | 110.10 |
| 2025-03-31 | $2.4M | 26k | 92.86 |
| 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 |
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