ISHARES TR

Ticker: IWV CUSIP: 464287689 Class: RUSSELL 3000 ETF

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

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

Q4 2025
Shares 6,986 Value ($000) $2,703 Avg Close Range
Q3 2025
Shares 7,228 Value ($000) $2,739 Avg Close Range
Q2 2025
Shares 7,309 Value ($000) $2,565 Avg Close Range
Q1 2025
Shares 7,381 Value ($000) $2,312 Avg Close Range
Q4 2024
Shares 7,600 Value ($000) $2,540 Avg Close Range
Q3 2024
Shares 7,682 Value ($000) $2,510 Avg Close Range
Q2 2024
Shares 7,968 Value ($000) $2,459 Avg Close Range
Q1 2024
Shares 8,151 Value ($000) $2,446 Avg Close Range
Q4 2023
Shares 8,151 Value ($000) $2,231 Avg Close Range