Gateway Wealth Partners
ILCV icon

Gateway Wealth Partners’s iShares Morningstar Value ETF ILCV Stock Holding History

Gateway Wealth Partners’s Portfolio ILCV Stock Details ILCV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-3,148
Closed -$293K – 845
2026
Q1 		$293K Buy
+3,148
New +$301K 0.01% 765

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Gateway Wealth Partners's ILCV Position: Q2 2026 in Review

Gateway Wealth Partners sold out of iShares Morningstar Value ETF (ILCV) in Q2 2026, closing a stake of 3,148 shares — an estimated $293K sold.

Gateway Wealth Partners first reported a position in ILCV in Q1 2026 and held it in 1 quarter. The position peaked at $293K in Q1 2026. 203 funds tracked by Wall St. Rank hold ILCV as of Q2 2026.

  • Gateway Wealth Partners reported no remaining iShares Morningstar Value ETF position as of Q2 2026 after selling out during the quarter.
  • Gateway Wealth Partners sold 3,148 iShares Morningstar Value ETF shares in Q2 2026, an estimated $293K.
  • Gateway Wealth Partners first reported a position in iShares Morningstar Value ETF in Q1 2026 and held it in 1 quarter.
  • Gateway Wealth Partners's iShares Morningstar Value ETF position peaked at $293K in Q1 2026.
  • 203 funds tracked by Wall St. Rank held iShares Morningstar Value ETF as of Q2 2026.

Based on Gateway Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.