AWM
Ameliora Wealth Management’s iShares Core S&P 500 ETF IVV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.3M | Buy |
24,581
+6,543
| +36% | +$4.06M | 5.46% | 6 |
|
|
2025
Q1 | $10.1M | Buy |
18,038
+222
| +1% | +$125K | 3.81% | 7 |
|
|
2024
Q4 | $10.5M | Sell |
17,816
-3,585
| -17% | -$2.11M | 3.94% | 7 |
|
|
2024
Q3 | $12.3M | Buy |
21,401
+3,301
| +18% | +$1.9M | 5.15% | 6 |
|
|
2024
Q2 | $9.91M | Buy |
18,100
+11,817
| +188% | +$6.47M | 4.5% | 7 |
|
|
2024
Q1 | $3.3M | Buy |
6,283
+957
| +18% | +$503K | 1.5% | 22 |
|
|
2023
Q4 | $2.54M | Buy |
5,326
+5,092
| +2,176% | +$2.43M | 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 | +$83K | 0.05% | 108 |
|