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iShares S&P 1500 Index Fund shares owned by Gateway Wealth Partners

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

Historical chart of Gateway Wealth Partners 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 Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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

Quarter filed Position value Share count Share price at filing
2025-09-30 $488k 3.3k 145.67
2025-06-30 $438k 3.2k 135.04
2025-03-31 $365k 3.0k 122.01
2024-12-31 $357k 2.8k 128.62
2024-09-30 $240k 1.9k 125.62