ISHARES TR

Ticker: IWM CUSIP: 464287655 Class: RUSSELL 2000 ETF

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

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

Q4 2025
Shares 6,617 Value ($000) $1,629 Avg Close — Range —
Q3 2025
Shares 6,696 Value ($000) $1,620 Avg Close — Range —
Q2 2025
Shares 6,944 Value ($000) $1,498 Avg Close — Range —
Q1 2025
Shares 7,168 Value ($000) $1,405 Avg Close — Range —
Q4 2024
Shares 7,068 Value ($000) $1,562 Avg Close — Range —
Q3 2024
Shares 7,192 Value ($000) $1,589 Avg Close — Range —
Q2 2024
Shares 6,831 Value ($000) $1,386 Avg Close — Range —
Q1 2024
Shares 6,891 Value ($000) $1,449 Avg Close — Range —
Q4 2023
Shares 6,734 Value ($000) $1,352 Avg Close — Range —