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
Download as csv
Download as Excel
Quarterly reported holdings in iShares S&P 500 Index by Ameliora Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $20M | 30k | 669.30 |
| 2025-06-30 | $15M | 25k | 620.90 |
| 2025-03-31 | $10M | 18k | 561.90 |
| 2024-12-31 | $11M | 18k | 588.68 |
| 2024-09-30 | $12M | 21k | 576.82 |
| 2024-06-30 | $9.9M | 18k | 547.26 |
| 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 |
More positions owned by Ameliora Wealth Management
View all positions for Ameliora Wealth Management