Ameliora Wealth Management
IVV icon

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
Q3 		$35.1M Buy
45,890
+13,208
+40% +$10.1M 10.03% 1
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 		$9.9M 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

Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Barings
Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return
Japan Science & Technology Agency
Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return
Alaska Permanent Fund
Alaska Permanent Fund Juneau, Alaska $1.27B AUM 16.38% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
Aspiriant LLC
Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Matson Money Inc
Matson Money Inc Mason, Ohio $3.57B AUM 10.63% 1-Year Est. Return

Ameliora Wealth Management's IVV Position: Q3 2026 in Review

Ameliora Wealth Management increased its iShares Core S&P 500 ETF (IVV) stake by 40% in Q3 2026, buying an estimated $10.1M and bringing the position to 45,890 shares worth $35.1M. The position accounts for 10.03% of the portfolio, ranked #1.

Ameliora Wealth Management first reported a position in IVV in Q3 2022 and has held it in 17 quarters since. 1,526 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

  • Ameliora Wealth Management held 45,890 shares of iShares Core S&P 500 ETF worth $35.1M as of Q3 2026.
  • Ameliora Wealth Management bought 13,208 iShares Core S&P 500 ETF shares in Q3 2026, an estimated $10.1M.
  • iShares Core S&P 500 ETF made up 10.03% of Ameliora Wealth Management's portfolio in Q3 2026, its #1 holding.
  • Ameliora Wealth Management first reported a position in iShares Core S&P 500 ETF in Q3 2022 and has held it in 17 quarters since.
  • 1,526 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on Ameliora Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.