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B.O.S.S. Retirement Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

B.O.S.S. Retirement Advisors’s Portfolio IVV Stock Details IVV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.93M Sell
2,574
-1,957
-43% -$1.43M 0.52% 43
2026
Q1 		$2.96M Sell
4,531
-1,140
-20% -$778K 0.9% 26
2025
Q4 		$3.88M Sell
5,671
-2,346
-29% -$1.59M 1.22% 23
2025
Q3 		$5.37M Sell
8,017
-590
-7% -$380K 1.28% 16
2025
Q2 		$5.34M Sell
8,607
-431
-5% -$247K 1.34% 17
2025
Q1 		$5.08M Sell
9,038
-137
-1% -$80.9K 1.47% 15
2024
Q4 		$5.4M Buy
9,175
+7,226
+371% +$4.28M 1.51% 15
2024
Q3 		$1.12M Buy
1,949
+24
+1% +$13.3K 0.23% 116
2024
Q2 		$1.05M Buy
+1,925
New +$1.01M 0.27% 99
2024
Q1 		– Sell
-27,593
Closed -$13.2M – 180
2023
Q4 		$13.2M Sell
27,593
-797
-3% -$357K 2.55% 6
2023
Q3 		$12.2M Buy
28,390
+322
+1% +$144K 2.62% 5
2023
Q2 		$12.5M Buy
28,068
+176
+0.6% +$74.2K 2.66% 4
2023
Q1 		$11.5M Buy
27,892
+456
+2% +$183K 2.69% 4
2022
Q4 		$10.5M Buy
+27,436
New +$10.6M 2.7% 4

Other funds holding IVV

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
NFA
Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

B.O.S.S. Retirement Advisors's IVV Position: Q2 2026 in Review

B.O.S.S. Retirement Advisors reduced its iShares Core S&P 500 ETF (IVV) stake by 43% in Q2 2026, selling an estimated $1.43M and leaving 2,574 shares worth $1.93M. The position accounts for 0.52% of the portfolio, ranked #43.

B.O.S.S. Retirement Advisors first reported a position in IVV in Q4 2022 and has held it in 14 quarters since. The position peaked at $13.2M in Q4 2023. 1,526 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • B.O.S.S. Retirement Advisors held 2,574 shares of iShares Core S&P 500 ETF worth $1.93M as of Q2 2026.
  • B.O.S.S. Retirement Advisors sold 1,957 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $1.43M.
  • iShares Core S&P 500 ETF made up 0.52% of B.O.S.S. Retirement Advisors's portfolio in Q2 2026, its #43 holding.
  • B.O.S.S. Retirement Advisors first reported a position in iShares Core S&P 500 ETF in Q4 2022 and has held it in 14 quarters since.
  • B.O.S.S. Retirement Advisors's iShares Core S&P 500 ETF position peaked at $13.2M in Q4 2023.
  • 1,526 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on B.O.S.S. Retirement Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.