B.O.S.S. Retirement Advisors »

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

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

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

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

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.9M 24k 120.72
2025-06-30 $1.3M 12k 110.10
2025-03-31 $339k 3.6k 92.82
2024-12-31 $373k 3.7k 101.54
2023-12-31 $274k 3.7k 75.10

More positions owned by B.O.S.S. Retirement Advisors

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr Series Trust Portfoli S&p1500 (SPTM)
Spdr Series Trust Portfolio S&p500 (SPLG)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Aim Etf Products Trust Allianzim Us Lrg (SIXP)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Aim Etf Products Trust Us Lrgcp B20 Dec (DECW)
Aim Etf Products Trust Allianzim Us Lrg (SEPW)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Elevation Series Trust Trueshares Quart (QBER)
Simplify Exchange Traded Fun Short Term Trea (TUA)
Ishares Tr Rus Tp200 Vl Etf (IWX)
Aim Etf Products Trust Us Lrgcp B20 Jul (JULW)

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

Top funds holding iShares S&P 500 Growth Index

Envestnet Asset Management
Jpmorgan Chase & Co
Morgan Stanley
LPL Financial
Wells Fargo & Company
UBS Group
Ameriprise Financial
Stifel Financial
Pnc Financial Services
CWM
Goldman Sachs Group
BlackRock
Cetera Investment Advisers
Raymond James Financial
M^T Bank Corporation

View all funds holding iShares S&P 500 Growth Index