Ameliora Wealth Management’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.3M | Buy |
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|
2025
Q1 | $10.1M | Buy |
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|
2024
Q4 | $10.5M | Sell |
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|
2024
Q3 | $12.3M | Buy |
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|
2024
Q2 | $9.91M | Buy |
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|
2024
Q1 | $3.3M | Buy |
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|
2023
Q4 | $2.54M | Buy |
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|
2023
Q3 | $100K | Hold |
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|
2023
Q2 | $104K | Hold |
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|
2023
Q1 | $96.2K | Hold |
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|
2022
Q4 | $89.9K | Hold |
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|
2022
Q3 | $83K | Buy |
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