Gateway Wealth Partners’s iShares S&P 500 Growth ETF IVW Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$19.8M	Buy	174,730 +117,425	+205%	+$14.1M	0.77%	25
2025 Q4	$7.06M	Buy	57,305 +3,279	+6%	+$401K	0.79%	35
2025 Q3	$6.52M	Buy	54,026 +2,109	+4%	+$243K	0.88%	31
2025 Q2	$5.72M	Buy	51,917 +1,703	+3%	+$169K	1.08%	22
2025 Q1	$4.66M	Buy	50,214 +2,237	+5%	+$226K	1.05%	23
2024 Q4	$4.87M	Sell	47,977 -55	-0.1%	-$5.49K	1.26%	15
2024 Q3	$4.6M	Buy	48,032 +1,314	+3%	+$121K	1.27%	16
2024 Q2	$4.32M	Buy	46,718 +17,467	+60%	+$1.51M	1.31%	15
2024 Q1	$2.47M	Buy	29,251 +15,838	+118%	+$1.27M	0.89%	31
2023 Q4	$1.01M	Buy	13,413 +1,809	+16%	+$129K	0.41%	66
2023 Q3	$794K	Buy	+11,604	New	+$821K	0.14%	95