ISHARES TR

Ticker: IVE CUSIP: 464287408 Class: S&P 500 VAL ETF

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

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

Q4 2025
Shares 37,693 Value ($000) $7,994 Avg Close — Range —
Q3 2025
Shares 22,818 Value ($000) $4,712 Avg Close — Range —
Q2 2025
Shares 20,422 Value ($000) $3,991 Avg Close — Range —
Q1 2025
Shares 16,629 Value ($000) $3,169 Avg Close — Range —
Q4 2024
Shares 11,178 Value ($000) $2,134 Avg Close — Range —
Q3 2024
Shares 10,233 Value ($000) $2,018 Avg Close — Range —
Q2 2024
Shares 9,599 Value ($000) $1,747 Avg Close — Range —
Q1 2024
Shares 8,645 Value ($000) $1,615 Avg Close — Range —