Fonville Wealth Management’s iShares Russell 3000 ETF IWV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$2.74M	Sell
2025 Q2	$2.57M	Sell
2025 Q1	$2.31M	Sell
2024 Q4	$2.54M	Sell
2024 Q3	$2.51M	Sell
2024 Q2	$2.46M	Sell
2024 Q1	$2.45M	Hold
2023 Q4	$2.23M	Buy