iShares S&P 500 Value Index shares owned by Gateway Wealth Partners
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Gateway Wealth Partners
from 13F filings
Historical chart of Gateway Wealth Partners investment in iShares S&P 500 Value Index
Tip: Access up to 7 years of quarterly data
All positions including iShares S&P 500 Value 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 500 Value Index by Gateway Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.7M | 23k | 206.51 |
| 2025-06-30 | $4.0M | 20k | 195.42 |
| 2025-03-31 | $3.2M | 17k | 190.59 |
| 2024-12-31 | $2.1M | 11k | 190.89 |
| 2024-09-30 | $2.0M | 10k | 197.16 |
| 2024-06-30 | $1.7M | 9.6k | 182.00 |
| 2024-03-31 | $1.6M | 8.6k | 186.80 |