iShares S&P 500 Index shares owned by Gateway Wealth Partners
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Gateway Wealth Partners
from 13F filings
Historical chart of Gateway Wealth Partners investment in iShares S&P 500 Index
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All positions including iShares S&P 500 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 Index by Gateway Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $17M | 30k | 576.82 |
| 2024-06-30 | $16M | 28k | 547.22 |
| 2024-03-31 | $14M | 27k | 525.74 |
| 2023-12-31 | $14M | 29k | 477.63 |
| 2023-09-30 | $9.3M | 22k | 429.43 |
| 2023-06-30 | $6.9M | 16k | 445.70 |
| 2023-03-31 | $6.3M | 15k | 411.07 |
| 2022-12-31 | $5.4M | 14k | 384.20 |