IBMR — 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 (IBMR). 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
1.21% (2023 Q4)
Avg. % of fund
1.09%
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 240,357 +1,778 +0.7% 0.99% $6.1M $24.54
2024 Q2 REDUCED 238,579 -20,970 -8.1% 1.01% $5.9M $23.78
2024 Q1 ADDED 259,549 +13,391 +5.4% 1.15% $6.6M $24.00
2023 Q4 INITIATED 246,158 — — 1.21% $6.3M —
% of Fund (quarterly)    IBMR price (monthly, adj. close)

Other funds also holding IBMR

As of 2025 Q4 — sorted by position size

Praetorian Wealth Management, Inc. 3Y 1.04% Covington Investment Advisors Inc. 3Y 7Y 0.83% Cypress Point Wealth Management, LLC 3Y 0.66% LBMC INVESTMENT ADVISORS, LLC 3Y 7Y 0.66% Granite Harbor Advisors, Inc. 0.66% FF Advisors,LLC 0.64% Kathmere Capital Management, LLC 3Y 0.48% Godshalk Welsh Capital Management, Inc. 3Y 7Y 0.45% Envision Financial Planning, LLC 0.44% BLUE SQUARE ASSET MANAGEMENT, LLC 3Y 0.34%
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