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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
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

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 500 Value Index

Jpmorgan Chase & Co
Envestnet Asset Management
Morgan Stanley
Bank of America Corporation
Wells Fargo & Company
Goldman Sachs Group
LPL Financial
Stifel Financial
Pnc Financial Services
Envestnet Portfolio Solutions
Us Bancorp
CWM
Cetera Investment Advisers
International Assets Investment Management
Royal Bank of Canada

View all funds holding iShares S&P 500 Value Index