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: Q2 2026 in Review
Tucker Asset Management reduced its iShares S&P 500 Value ETF (IVE) stake by 22% in Q2 2026, selling an estimated $19.9K and leaving 323 shares worth $73.4K. The position accounts for 0.02% of the portfolio, ranked #239.
Tucker Asset Management first reported a position in IVE in Q4 2020 and has held it in 15 quarters since. The position peaked at $86.9K in Q1 2026. 1,766 funds tracked by Wall St. Rank hold IVE as of Q2 2026.
- Tucker Asset Management held 323 shares of iShares S&P 500 Value ETF worth $73.4K as of Q2 2026.
- Tucker Asset Management sold 89 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $19.9K.
- iShares S&P 500 Value ETF made up 0.02% of Tucker Asset Management's portfolio in Q2 2026, its #239 holding.
- Tucker Asset Management first reported a position in iShares S&P 500 Value ETF in Q4 2020 and has held it in 15 quarters since.
- Tucker Asset Management's iShares S&P 500 Value ETF position peaked at $86.9K in Q1 2026.
- 1,766 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.
Based on Tucker Asset Management's 13F filing for Q2 2026, filed 27 Aug 2026.