ISHARES TR

Ticker: IVW CUSIP: 464287309 Class: S&P 500 GRWT ETF

Fonville Wealth Management LLC's Holding History (CIK: 0002008703)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 25,058 Value ($000) $3,089 Avg Close — Range —
Q3 2025
Shares 25,058 Value ($000) $3,025 Avg Close — Range —
Q2 2025
Shares 25,266 Value ($000) $2,782 Avg Close — Range —
Q1 2025
Shares 25,455 Value ($000) $2,364 Avg Close — Range —
Q4 2024
Shares 28,027 Value ($000) $2,846 Avg Close — Range —
Q3 2024
Shares 30,522 Value ($000) $2,922 Avg Close — Range —
Q2 2024
Shares 27,882 Value ($000) $2,580 Avg Close — Range —
Q1 2024
Shares 28,063 Value ($000) $2,370 Avg Close — Range —
Q4 2023
Shares 28,541 Value ($000) $2,143 Avg Close — Range —