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iShares S&P 500 Growth Index shares owned by Gateway Wealth Partners

Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Gateway Wealth Partners from 13F filings

Historical chart of Gateway Wealth Partners investment in iShares S&P 500 Growth Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 500 Growth 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 Growth Index by Gateway Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-06-30 $4.3M 47k 92.54
2024-03-31 $2.5M 29k 84.44
2023-12-31 $1.0M 13k 75.10
2023-09-30 $794k 12k 68.42

More positions owned by Gateway Wealth Partners

Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
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)
Microsoft Corporation (MSFT)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Dbx Etf Tr Xtrackers S&p (SNPE)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Ishares Tr Core Total Usd (IUSB)
J P Morgan Exchange Traded F Diversfed Rtrn (JPME)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr S&p 500 Grwt Etf (IVW)

View all positions for Gateway Wealth Partners

Top funds holding iShares S&P 500 Growth Index

Envestnet Asset Management
Jpmorgan Chase & Co
Morgan Stanley
Bank of America Corporation
Wells Fargo & Company
LPL Financial
Jones Financial Companies, L.L
Goldman Sachs Group
UBS Group
Stifel Financial
Ameriprise Financial
Envestnet Portfolio Solutions
CWM
BlackRock
Pnc Financial Services

View all funds holding iShares S&P 500 Growth Index