Tucker Asset Management’s iShares S&P 500 Value ETF IVE Stock Holding History
Bought
Maintained
Sold
Other funds holding IVE
Tucker Asset Management's IVE Position: Q4 2025 in Review
Tucker Asset Management increased its iShares S&P 500 Value ETF (IVE) stake by 67% in Q4 2025, buying an estimated $21K and bringing the position to 249 shares worth $52.8K. The position accounts for 0.02% of the portfolio, ranked #293.
Tucker Asset Management first reported a position in IVE in Q4 2020 and has held it in 13 quarters since. The position peaked at $85.7K in Q2 2024. 1,684 funds tracked by Wall St. Rank hold IVE as of Q4 2025.
- Tucker Asset Management held 249 shares of iShares S&P 500 Value ETF worth $52.8K as of Q4 2025.
- Tucker Asset Management bought 100 iShares S&P 500 Value ETF shares in Q4 2025, an estimated $21K.
- iShares S&P 500 Value ETF made up 0.02% of Tucker Asset Management's portfolio in Q4 2025, its #293 holding.
- Tucker Asset Management first reported a position in iShares S&P 500 Value ETF in Q4 2020 and has held it in 13 quarters since.
- Tucker Asset Management's iShares S&P 500 Value ETF position peaked at $85.7K in Q2 2024.
- 1,684 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q4 2025.
Based on Tucker Asset Management's 13F filing for Q4 2025, filed 5 Feb 2026.