GWP
OEF icon

Gateway Wealth Partners’s iShares S&P 100 ETF OEF Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$2.06M Buy
6,784
+2,442
+56% +$743K 0.39% 72
2025
Q1
$1.18M Buy
+4,342
New +$1.18M 0.26% 97
2024
Q1
Sell
-3,564
Closed -$796K 245
2023
Q4
$796K Buy
+3,564
New +$796K 0.32% 74