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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
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

Microsoft Corporation (MSFT)
Vanguard Index Fds Total Stk Mkt (VTI)
Apple (AAPL)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p500 Etf (IVV)
Amazon (AMZN)
Ishares Tr Rus Tp200 Gr Etf (IWY)
NVIDIA Corporation (NVDA)
Pimco Etf Tr Ultra Short Govt (BILZ)
Northern Lts Fd Tr Iv Sterling Capital (LCG)
Alphabet Cap Stk Cl A (GOOGL)
S&p Global (SPGI)
Broadcom (AVGO)
Berkshire Hathaway Inc Del Cl B New (BRK.B)

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

Top funds holding iShares S&P 500 Index

Creative Planning
Goldman Sachs Group
Marshall Wace
Wells Fargo & Company
Bank of America Corporation
Pnc Financial Services
Bank of New York Mellon
Jpmorgan Chase & Co
Millennium Management
First Command Advisory Services
Royal Bank of Canada
Wolverine Trading
Us Bancorp
Branch Banking & Trust Company
Envestnet Portfolio Solutions

View all funds holding iShares S&P 500 Index