ISHARES TR

Ticker: IVW CUSIP: 464287309 Class: S&P 500 GRWT ETF

Gateway Wealth Partners, LLC's Holding History (CIK: 0001966037)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 57,305 Value ($000) $7,063 Avg Close — Range —
Q3 2025
Shares 54,026 Value ($000) $6,522 Avg Close — Range —
Q2 2025
Shares 51,917 Value ($000) $5,716 Avg Close — Range —
Q1 2025
Shares 50,214 Value ($000) $4,661 Avg Close — Range —
Q4 2024
Shares 47,977 Value ($000) $4,871 Avg Close — Range —
Q3 2024
Shares 48,032 Value ($000) $4,599 Avg Close — Range —
Q2 2024
Shares 46,718 Value ($000) $4,323 Avg Close — Range —
Q1 2024
Shares 29,251 Value ($000) $2,470 Avg Close — Range —
Q4 2023
Shares 13,413 Value ($000) $1,007 Avg Close — Range —
Q3 2023
Shares 11,604 Value ($000) $794 Avg Close — Range —