Gateway Advisory »

iShares S&P 1500 Index Fund shares owned by Gateway Advisory

Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Gateway Advisory from 13F filings

Historical chart of Gateway Advisory investment in iShares S&P 1500 Index Fund

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 1500 Index Fund held by Gateway Advisory consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares S&P 1500 Index Fund by Gateway Advisory

Quarter filed Position value Share count Share price at filing
2024-09-30 $6.0M 47k 125.62
2024-06-30 $5.7M 48k 118.78
2024-03-31 $5.2M 45k 115.30

More positions owned by Gateway Advisory

Ishares Tr Short Treas Bd (SHV)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Ibonds Dec 2033 (IBDY)
Ishares Tr Ibonds Dec 2031 (IBDW)
Ishares Tr Ibonds Dec 2032 (IBDX)
Ishares Tr Ibonds Dec 2030 (IBDV)
Ishares Tr Ibonds Dec 29 (IBDU)
Ishares Tr Ibds Dec28 Etf (IBDT)
Invesco Exchange Traded Fd T Dorsey Wright Mo (PDP)
Select Sector Spdr Tr Sbi Int-utils (XLU)
Ishares Tr Ibonds 27 Etf (IBDS)
Ishares Msci Jpn Etf New (EWJ)
Apple (AAPL)
Ishares Jp Mrgn Em Hi Bd (EMHY)
Ishares Tr Ibonds Dec2026 (IBDR)

View all positions for Gateway Advisory

Top funds holding iShares S&P 1500 Index Fund

BlackRock
Wells Fargo & Company
Betterment
Wealthfront Advisers
Morgan Stanley
Alliancebernstein
LPL Financial
Colony
Buckingham Strategic Partners
Envestnet Asset Management
Ronald Blue Trust
SigFig Wealth Management
Ballentine Partners
Auto-Owners Insurance
AlTi Global

View all funds holding iShares S&P 1500 Index Fund