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iShares S&P SmallCap 600 Index shares owned by Gateway Wealth Partners

Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Gateway Wealth Partners from 13F filings

Historical chart of Gateway Wealth Partners investment in iShares S&P SmallCap 600 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P SmallCap 600 Index held by Gateway Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P SmallCap 600 Index by Gateway Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $4.4M 37k 116.96
2024-06-30 $4.3M 40k 106.66
2024-03-31 $4.4M 39k 110.52
2023-12-31 $4.2M 39k 108.25
2023-09-30 $3.3M 36k 94.33
2023-06-30 $3.7M 37k 99.65
2023-03-31 $3.5M 36k 96.70
2022-12-31 $3.7M 39k 94.64

More positions owned by Gateway Wealth Partners

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
American Centy Etf Tr Us Eqt Etf (AVUS)
First Tr Exchange-traded Cap Strength Etf (FTCS)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Apple (AAPL)
First Tr Value Line Divid In SHS (FVD)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Microsoft Corporation (MSFT)
Ishares Tr Core Total Usd (IUSB)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Dbx Etf Tr Xtrackers S&p (SNPE)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
J P Morgan Exchange Traded F Diversfed Rtrn (JPME)
Vanguard Index Fds Value Etf (VTV)

View all positions for Gateway Wealth Partners

Top funds holding iShares S&P SmallCap 600 Index

Northwestern Mutual Wealth Management Company
Bank of America Corporation
Morgan Stanley
Envestnet Asset Management
Wells Fargo & Company
LPL Financial
Bank of New York Mellon
Goldman Sachs Group
Raymond James & Associates
First Command Advisory Services
Northern Trust
Financial Engines Advisors L.L.C
Pnc Financial Services
BlackRock
Royal Bank of Canada

View all funds holding iShares S&P SmallCap 600 Index