GWP
Gateway Wealth Partners’s iShares S&P 500 Growth ETF IVW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.72M | Buy |
51,917
+1,703
| +3% | +$187K | 1.08% | 22 |
|
|
2025
Q1 | $4.66M | Buy |
50,214
+2,237
| +5% | +$208K | 1.05% | 23 |
|
|
2024
Q4 | $4.87M | Sell |
47,977
-55
| -0.1% | -$5.58K | 1.26% | 15 |
|
|
2024
Q3 | $4.6M | Buy |
48,032
+1,314
| +3% | +$126K | 1.27% | 16 |
|
|
2024
Q2 | $4.32M | Buy |
46,718
+17,467
| +60% | +$1.62M | 1.31% | 15 |
|
|
2024
Q1 | $2.47M | Buy |
29,251
+15,838
| +118% | +$1.34M | 0.89% | 31 |
|
|
2023
Q4 | $1.01M | Buy |
13,413
+1,809
| +16% | +$136K | 0.41% | 66 |
|
|
2023
Q3 | $794K | Buy |
+11,604
| New | +$794K | 0.14% | 95 |
|