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

Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) 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 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 500 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 Index by B.O.S.S. Retirement Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.1M 1.9k 576.91
2024-06-30 $1.1M 1.9k 547.29
2023-12-31 $13M 28k 477.64
2023-09-30 $12M 28k 429.43
2023-06-30 $13M 28k 445.71
2023-03-31 $12M 28k 411.08
2022-12-31 $11M 27k 384.23