iShares S&P 500 Index shares owned by BOS Asset Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by BOS Asset Management
from 13F filings
Historical chart of BOS Asset Management investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by BOS Asset Management consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in iShares S&P 500 Index by BOS Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.3M | 7.9k | 669.30 |
| 2025-06-30 | $4.8M | 7.8k | 620.90 |
| 2025-03-31 | $4.4M | 7.8k | 561.90 |
| 2024-12-31 | $5.1M | 8.7k | 588.68 |
| 2024-09-30 | $5.0M | 8.7k | 576.82 |
| 2024-06-30 | $4.8M | 8.7k | 547.23 |
| 2024-03-31 | $5.0M | 9.5k | 525.73 |
| 2023-12-31 | $9.5M | 20k | 477.63 |
| 2023-09-30 | $7.6M | 18k | 429.43 |
| 2023-06-30 | $3.5M | 7.9k | 445.71 |
| 2023-03-31 | $3.3M | 8.0k | 411.08 |
| 2022-12-31 | $3.1M | 8.1k | 384.21 |