Fonville Wealth Management’s iShares S&P 500 Growth ETF IVW Stock Holding History

Fonville Wealth Management’s Portfolio IVW Stock Details IVW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$3.02M	Sell
2025 Q2	$2.78M	Sell
2025 Q1	$2.36M	Sell
2024 Q4	$2.85M	Sell
2024 Q3	$2.92M	Buy
2024 Q2	$2.58M	Sell
2024 Q1	$2.37M	Sell
2023 Q4	$2.14M	Buy