GWP
Gateway Wealth Partners’s iShares S&P 500 Value ETF IVE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.99M | Buy |
20,422
+3,793
| +23% | +$741K | 0.76% | 39 |
|
|
2025
Q1 | $3.17M | Buy |
16,629
+5,451
| +49% | +$1.04M | 0.71% | 41 |
|
|
2024
Q4 | $2.13M | Buy |
11,178
+945
| +9% | +$180K | 0.55% | 49 |
|
|
2024
Q3 | $2.02M | Buy |
10,233
+634
| +7% | +$125K | 0.56% | 46 |
|
|
2024
Q2 | $1.75M | Buy |
9,599
+954
| +11% | +$174K | 0.53% | 48 |
|
|
2024
Q1 | $1.61M | Buy |
+8,645
| New | +$1.61M | 0.58% | 47 |
|