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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

Tip: Access up to 7 years of quarterly data

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
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