Ameliora Wealth Management’s iShares S&P 500 Value ETF IVE Stock Holding History

Ameliora Wealth Management’s Portfolio IVE Stock Details IVE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-500	Closed	-$91K	–	178
2024 Q2	$91K	Hold	500	–	–	0.04%	108
2024 Q1	$93.4K	Hold	500	–	–	0.04%	113
2023 Q4	$87K	Hold	500	–	–	0.04%	99
2023 Q3	$76.9K	Hold	500	–	–	0.05%	109
2023 Q2	$80.6K	Hold	500	–	–	0.05%	108
2023 Q1	$75.9K	Hold	500	–	–	0.04%	116
2022 Q4	$72.5K	Hold	500	–	–	0.04%	124
2022 Q3	$64K	Buy	+500	New	+$70.8K	0.03%	128

Other funds holding IVE

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Ameliora Wealth Management's IVE Position: Q3 2024 in Review

Ameliora Wealth Management sold out of iShares S&P 500 Value ETF (IVE) in Q3 2024, closing a stake of 500 shares — an estimated $91K sold.

Ameliora Wealth Management first reported a position in IVE in Q3 2022 and held it in 8 quarters. The position peaked at $93.4K in Q1 2024. 1,444 funds tracked by Wall St. Rank hold IVE as of Q3 2024.

Ameliora Wealth Management reported no remaining iShares S&P 500 Value ETF position as of Q3 2024 after selling out during the quarter.
Ameliora Wealth Management sold 500 iShares S&P 500 Value ETF shares in Q3 2024, an estimated $91K.
Ameliora Wealth Management first reported a position in iShares S&P 500 Value ETF in Q3 2022 and held it in 8 quarters.
Ameliora Wealth Management's iShares S&P 500 Value ETF position peaked at $93.4K in Q1 2024.
1,444 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q3 2024.

Based on Ameliora Wealth Management's 13F filing for Q3 2024, filed 11 Oct 2024.