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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
Q3 		$5.15M Hold
6,723
– – 1.2% 23
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

FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
BOF
Bank of Finland Helsinki, Finland $1.38B AUM 11.75% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
LFG
Leverty Financial Group Hudson, Wisconsin $549M AUM 10.43% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

BOS Asset Management's IVV Position: Q3 2026 in Review

BOS Asset Management held its iShares Core S&P 500 ETF (IVV) position steady in Q3 2026 at 6,723 shares worth $5.15M. The position accounts for 1.2% of the portfolio, ranked #23.

BOS Asset Management first reported a position in IVV in Q4 2022 and has held it in 16 quarters since. The position peaked at $9.52M in Q4 2023. 245 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

  • BOS Asset Management held 6,723 shares of iShares Core S&P 500 ETF worth $5.15M as of Q3 2026.
  • BOS Asset Management left its iShares Core S&P 500 ETF share count unchanged in Q3 2026.
  • iShares Core S&P 500 ETF made up 1.2% of BOS Asset Management's portfolio in Q3 2026, its #23 holding.
  • BOS Asset Management first reported a position in iShares Core S&P 500 ETF in Q4 2022 and has held it in 16 quarters since.
  • BOS Asset Management's iShares Core S&P 500 ETF position peaked at $9.52M in Q4 2023.
  • 245 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on BOS Asset Management's 13F filing for Q3 2026, filed 9 Oct 2026.