IBDX — ISHARES TR

Ownership history in Gateway Advisory, LLC  ·  4 quarters on record

This page tracks every 13F SEC filing in which Gateway Advisory, LLC reported a position in ISHARES TR (IBDX). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
5.61% (2023 Q4)
Avg. % of fund
5.45%
First filed
2023 Q4
Last filed
2024 Q3
Quarters held
4
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2024 Q3 ADDED 1,334,174 +44,909 +3.5% 5.53% $34.3M $23.90
2024 Q2 ADDED 1,289,265 +72,041 +5.9% 5.38% $31.7M $22.55
2024 Q1 ADDED 1,217,224 +58,445 +5.0% 5.30% $30.2M $22.50
2023 Q4 INITIATED 1,158,779 — — 5.61% $29.2M —
% of Fund (quarterly)    IBDX price (monthly, adj. close)

Other funds also holding IBDX

As of 2025 Q4 — sorted by position size

Seven Springs Wealth Group, LLC 3Y 7.51% PFG Private Wealth Management, LLC 3Y 5.55% COWA, LLC 3Y 4.31% Marathon Mission, Inc. 3.04% Seneca House Advisors 3Y 7Y 2.79% 4Thought Financial Group Inc. 3Y 2.6% Paradigm, Strategies in Wealth Management, LLC 3Y 2.15% MV CAPITAL MANAGEMENT, INC. 3Y 7Y 2.04% SIGMA INVESTMENT COUNSELORS INC 3Y 7Y 1.88% Guidance Point Advisors, LLC 3Y 7Y 1.8%
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