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iShares S&P 500 Value Index shares owned by Ameliora Wealth Management

Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Ameliora Wealth Management from 13F filings

Historical chart of Ameliora Wealth Management investment in iShares S&P 500 Value Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 500 Value Index held by Ameliora Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P 500 Value Index by Ameliora Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $93k 500 186.81
2023-12-31 $87k 500 173.90
2023-09-30 $77k 500 153.84
2023-06-30 $81k 500 161.19
2023-03-31 $76k 500 151.76
2022-12-31 $73k 500 145.07
2022-09-30 $64k 500 128.00

More positions owned by Ameliora Wealth Management

Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Investment Grade (IGEB)
Spdr Ser Tr Bloomberg Invt (FLRN)
Abrdn Gold Etf Trust Physcl Gold Shs (SGOL)
Ishares Tr Ishs 5-10yr Invt (IGIB)
Metropcs Communications (TMUS)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Ishares U S Etf Tr Blackrock Sh Dur (NEAR)
Apple (AAPL)
Microsoft Corporation (MSFT)
Invesco Exchange Traded Fd T S&P500 EQL WGT (RSP)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Wal-Mart Stores (WMT)
JPMorgan Chase & Co. (JPM)

View all positions for Ameliora Wealth Management

Top funds holding iShares S&P 500 Value Index

Jpmorgan Chase & Co
Wells Fargo & Company
Bank of America Corporation
Goldman Sachs Group
UBS Group
Stifel Financial
Pnc Financial Services
Us Bancorp
CWM
Envestnet Portfolio Solutions
Royal Bank of Canada
Mariner Wealth Advisors
Commonwealth Equity Services
M^T Bank Corporation
Huntington National Bank

View all funds holding iShares S&P 500 Value Index