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BOS Asset Management’s iShares Core S&P 500 ETF IVV Stock Holding History

BOS Asset Management’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 		$5.03M Buy
6,723
+19
+0.3% +$13.8K 1.17% 25
2026
Q1 		$4.38M Sell
6,704
-1,229
-15% -$839K 1.12% 23
2025
Q4 		$5.43M Buy
7,933
+17
+0.2% +$11.5K 1.45% 16
2025
Q3 		$5.3M Buy
7,916
+158
+2% +$102K 1.49% 14
2025
Q2 		$4.82M Sell
7,758
-57
-0.7% -$32.7K 1.54% 16
2025
Q1 		$4.39M Sell
7,815
-882
-10% -$521K 1.51% 18
2024
Q4 		$5.12M Sell
8,697
-51
-0.6% -$30.2K 1.83% 12
2024
Q3 		$5.05M Hold
8,748
– – 1.86% 13
2024
Q2 		$4.79M Sell
8,748
-772
-8% -$406K 2.21% 13
2024
Q1 		$5M Sell
9,520
-10,412
-52% -$5.21M 2.63% 10
2023
Q4 		$9.52M Buy
19,932
+2,207
+12% +$988K 6.53% 2
2023
Q3 		$7.61M Buy
17,725
+9,843
+125% +$4.4M 5.59% 2
2023
Q2 		$3.51M Sell
7,882
-92
-1% -$38.8K 2.73% 5
2023
Q1 		$3.28M Sell
7,974
-170
-2% -$68.2K 2.73% 7
2022
Q4 		$3.13M Buy
+8,144
New +$3.14M 2.79% 9

Other funds holding IVV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Walleye Capital
Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AG
AIA Group Hong Kong $7.95B AUM 28.94% 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

BOS Asset Management's IVV Position: Q2 2026 in Review

BOS Asset Management increased its iShares Core S&P 500 ETF (IVV) stake by 0.28% in Q2 2026, buying an estimated $13.8K and bringing the position to 6,723 shares worth $5.03M. The position accounts for 1.17% of the portfolio, ranked #25.

BOS Asset Management first reported a position in IVV in Q4 2022 and has held it in 15 quarters since. The position peaked at $9.52M in Q4 2023. 2,282 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • BOS Asset Management held 6,723 shares of iShares Core S&P 500 ETF worth $5.03M as of Q2 2026.
  • BOS Asset Management bought 19 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $13.8K.
  • iShares Core S&P 500 ETF made up 1.17% of BOS Asset Management's portfolio in Q2 2026, its #25 holding.
  • BOS Asset Management first reported a position in iShares Core S&P 500 ETF in Q4 2022 and has held it in 15 quarters since.
  • BOS Asset Management's iShares Core S&P 500 ETF position peaked at $9.52M in Q4 2023.
  • 2,282 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on BOS Asset Management's 13F filing for Q2 2026, filed 13 Jul 2026.