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iShares S&P 500 Value Index shares owned by B.O.S.S. Retirement Advisors

Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by B.O.S.S. Retirement Advisors from 13F filings

Historical chart of B.O.S.S. Retirement Advisors investment in iShares S&P 500 Value Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 500 Value Index held by B.O.S.S. Retirement Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P 500 Value Index by B.O.S.S. Retirement Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.2M 11k 206.51
2025-06-30 $924k 4.7k 195.43

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View all positions for B.O.S.S. Retirement Advisors

Top funds holding iShares S&P 500 Value Index

Envestnet Asset Management
Jpmorgan Chase & Co
Morgan Stanley
LPL Financial
Wells Fargo & Company
UBS Group
Ameriprise Financial
Stifel Financial
Cetera Investment Advisers
Pnc Financial Services
BlackRock
CWM
Lido Advisors
Park Avenue Securities
Envestnet Portfolio Solutions

View all funds holding iShares S&P 500 Value Index