AWM
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Ameliora Wealth Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Ameliora Wealth Management’s Portfolio IVV Stock Details IVV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$24.5M Sell
32,682
-860
-3% -$626K 7.27% 2
2026
Q1 		$21.9M Sell
33,542
-901
-3% -$615K 6.98% 4
2025
Q4 		$23.6M Buy
34,443
+4,449
+15% +$3.02M 7.19% 3
2025
Q3 		$20.1M Buy
29,994
+5,413
+22% +$3.49M 6.68% 2
2025
Q2 		$15.3M Buy
24,581
+6,543
+36% +$3.76M 5.46% 6
2025
Q1 		$10.1M Buy
18,038
+222
+1% +$131K 3.81% 7
2024
Q4 		$10.5M Sell
17,816
-3,585
-17% -$2.12M 3.94% 7
2024
Q3 		$12.3M Buy
21,401
+3,301
+18% +$1.84M 5.15% 6
2024
Q2 		$9.91M Buy
18,100
+11,817
+188% +$6.21M 4.5% 7
2024
Q1 		$3.3M Buy
6,283
+957
+18% +$479K 1.5% 22
2023
Q4 		$2.54M Buy
5,326
+5,092
+2,176% +$2.28M 1.26% 28
2023
Q3 		$100K Hold
234
– – 0.06% 100
2023
Q2 		$104K Hold
234
– – 0.06% 99
2023
Q1 		$96.2K Hold
234
– – 0.06% 106
2022
Q4 		$89.9K Hold
234
– – 0.05% 111
2022
Q3 		$83K Buy
+234
New +$93.4K 0.05% 108

Other funds holding IVV

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
NFA
Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

Ameliora Wealth Management's IVV Position: Q2 2026 in Review

Ameliora Wealth Management reduced its iShares Core S&P 500 ETF (IVV) stake by 2.6% in Q2 2026, selling an estimated $626K and leaving 32,682 shares worth $24.5M. The position accounts for 7.27% of the portfolio, ranked #2.

Ameliora Wealth Management first reported a position in IVV in Q3 2022 and has held it in 16 quarters since. 1,526 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Ameliora Wealth Management held 32,682 shares of iShares Core S&P 500 ETF worth $24.5M as of Q2 2026.
  • Ameliora Wealth Management sold 860 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $626K.
  • iShares Core S&P 500 ETF made up 7.27% of Ameliora Wealth Management's portfolio in Q2 2026, its #2 holding.
  • Ameliora Wealth Management first reported a position in iShares Core S&P 500 ETF in Q3 2022 and has held it in 16 quarters since.
  • 1,526 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Ameliora Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.