ISHARES TR

Ticker: USMV CUSIP: 46429B697 Class: MSCI USA MIN VOL

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

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

Q4 2025
Shares 50,068 Value ($000) $4,714 Avg Close Range
Q3 2025
Shares 61,932 Value ($000) $5,892 Avg Close Range
Q2 2025
Shares 50,930 Value ($000) $4,781 Avg Close Range
Q1 2025
Shares 48,969 Value ($000) $4,586 Avg Close Range
Q4 2024
Shares 49,087 Value ($000) $4,358 Avg Close Range
Q3 2024
Shares 48,812 Value ($000) $4,457 Avg Close Range
Q2 2024
Shares 50,033 Value ($000) $4,201 Avg Close Range
Q1 2024
Shares 47,729 Value ($000) $3,989 Avg Close Range
Q4 2023
Shares 49,601 Value ($000) $3,870 Avg Close Range
Q3 2023
Shares 56,096 Value ($000) $4,060 Avg Close Range
Q2 2023
Shares 56,328 Value ($000) $4,187 Avg Close Range
Q1 2023
Shares 314,512 Value ($000) $22,878 Avg Close Range
Q4 2022
Shares 316,291 Value ($000) $22,805 Avg Close Range