GWP
Gateway Wealth Partners’s iShares Core S&P 500 ETF IVV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.73M | Sell |
15,668
-8,477
| -35% | -$5.26M | 1.85% | 5 |
|
|
2025
Q1 | $13.6M | Buy |
24,145
+67
| +0.3% | +$37.6K | 3.05% | 2 |
|
|
2024
Q4 | $14.2M | Sell |
24,078
-5,837
| -20% | -$3.44M | 3.67% | 2 |
|
|
2024
Q3 | $17.3M | Buy |
29,915
+1,551
| +5% | +$895K | 4.76% | 2 |
|
|
2024
Q2 | $15.5M | Buy |
28,364
+1,608
| +6% | +$880K | 4.69% | 1 |
|
|
2024
Q1 | $14.1M | Sell |
26,756
-2,566
| -9% | -$1.35M | 5.05% | 2 |
|
|
2023
Q4 | $14M | Buy |
29,322
+7,628
| +35% | +$3.64M | 5.64% | 2 |
|
|
2023
Q3 | $9.32M | Buy |
21,694
+6,185
| +40% | +$2.66M | 1.68% | 11 |
|
|
2023
Q2 | $6.91M | Buy |
15,509
+175
| +1% | +$78K | 1.24% | 16 |
|
|
2023
Q1 | $6.3M | Buy |
15,334
+1,184
| +8% | +$487K | 0.97% | 22 |
|
|
2022
Q4 | $5.44M | Buy |
+14,150
| New | +$5.44M | 0.93% | 23 |
|