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

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

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

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 500 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 Index by Ameliora Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $3.3M 6.3k 525.73
2023-12-31 $2.5M 5.3k 477.63
2023-09-30 $101k 234 429.43
2023-06-30 $104k 234 445.71
2023-03-31 $96k 234 411.08
2022-12-31 $90k 234 384.21
2022-09-30 $83k 234 354.70