Tucker Asset Management
IVV icon

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

Tucker 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 		$1.46M Buy
1,905
+471
+33% +$359K 0.36% 34
2026
Q2 		$1.07M Buy
1,434
+138
+11% +$100K 0.27% 40
2026
Q1 		$846K Sell
1,296
-238
-16% -$163K 0.25% 33
2025
Q4 		$1.05M Buy
1,534
+43
+3% +$29.2K 0.31% 24
2025
Q3 		$998K Buy
1,491
+224
+18% +$144K 0.3% 25
2025
Q2 		$787K Buy
1,267
+526
+71% +$302K 0.25% 26
2025
Q1 		$416K Sell
741
-59
-7% -$34.8K 0.13% 36
2024
Q4 		$471K Buy
800
+357
+81% +$211K 0.05% 53
2024
Q3 		$256K Sell
443
-610
-58% -$339K 0.06% 121
2024
Q2 		$576K Sell
1,053
-35
-3% -$18.4K 0.13% 48
2024
Q1 		$572K Sell
1,088
-58
-5% -$29K 0.13% 46
2023
Q4 		$547K Buy
1,146
+64
+6% +$28.6K 0.14% 54
2023
Q3 		$465K Sell
1,082
-256
-19% -$115K 0.12% 70
2023
Q2 		$596K Buy
1,338
+340
+34% +$143K 0.17% 32
2023
Q1 		$410K Buy
998
+87
+10% +$34.9K 0.12% 40
2022
Q4 		$351K Buy
911
+1
+0.1% +$386 0.11% 29
2022
Q3 		$353K Buy
910
+655
+257% +$262K 0.12% 21
2022
Q2 		$96.7K Sell
255
-183
-42% -$75.3K 0.03% 46
2022
Q1 		$199K Buy
438
+353
+415% +$158K 0.06% 23
2021
Q4 		$40.6K Hold
85
– – 0.01% 109
2021
Q3 		$39.2K Buy
85
+1
+1% +$443 0.01% 101
2021
Q2 		$36.1K Hold
84
– – 0.02% 91
2021
Q1 		$33.4K Buy
84
+18
+27% +$6.97K 0.02% 97
2020
Q4 		$24.8K Buy
+66
New +$23.5K 0.02% 112

Other funds holding IVV

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $114B AUM 35.47% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

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

Tucker Asset Management increased its iShares Core S&P 500 ETF (IVV) stake by 33% in Q3 2026, buying an estimated $359K and bringing the position to 1,905 shares worth $1.46M. The position accounts for 0.36% of the portfolio, ranked #34.

Tucker Asset Management first reported a position in IVV in Q4 2020 and has held it in 24 quarters since. 3,755 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

  • Tucker Asset Management held 1,905 shares of iShares Core S&P 500 ETF worth $1.46M as of Q3 2026.
  • Tucker Asset Management bought 471 iShares Core S&P 500 ETF shares in Q3 2026, an estimated $359K.
  • iShares Core S&P 500 ETF made up 0.36% of Tucker Asset Management's portfolio in Q3 2026, its #34 holding.
  • Tucker Asset Management first reported a position in iShares Core S&P 500 ETF in Q4 2020 and has held it in 24 quarters since.
  • 3,755 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on Tucker Asset Management's 13F filing for Q3 2026, filed 29 Oct 2026.