INDY — ISHARES

Ownership history in Gateway Advisory, LLC  ·  9 quarters on record

This page tracks every 13F SEC filing in which Gateway Advisory, LLC reported a position in ISHARES (INDY). 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
1.19% (2024 Q2)
Avg. % of fund
0.88%
First filed
2017 Q2
Last filed
2024 Q3
Quarters held
9
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2024 Q3 REDUCED 128,165 -2,063 -1.6% 1.16% $7.2M $51.92
2024 Q2 ADDED 130,228 +2,529 +2.0% 1.19% $7.0M $49.49
2024 Q1 ADDED 127,699 +3,520 +2.8% 1.13% $6.4M $46.48
2023 Q4 ADDED 124,179 +9,076 +7.9% 1.17% $6.1M $45.38
5 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    INDY price (monthly, adj. close)

Other funds also holding INDY

As of 2025 Q4 — sorted by position size

Cypress Capital Group 3Y 7Y 0.36% PURSUE WEALTH PARTNERS LLC 3Y 0.33% Viewpoint Capital Management LLC 3Y 0.13% Summit Financial, LLC 3Y 7Y 0.1% KFA Private Wealth Group, LLC 3Y 0.1% OLD MISSION CAPITAL LLC 3Y 7Y 0.07% CARRET ASSET MANAGEMENT, LLC 3Y 7Y 0.06% Activest Wealth Management 3Y 0.05% PITCAIRN CO 3Y 7Y 0.05% Boreal Capital Management LLC 0.04%
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