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
Download as csv
Download as Excel
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 |
|---|---|---|---|
| 2025-09-30 | $5.4M | 8.0k | 669.29 |
| 2025-06-30 | $5.3M | 8.6k | 620.89 |
| 2025-03-31 | $5.1M | 9.0k | 561.92 |
| 2024-12-31 | $5.4M | 9.2k | 588.68 |
| 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 |
More positions owned by B.O.S.S. Retirement Advisors
View all positions for B.O.S.S. Retirement Advisors