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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
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

Tucker Asset Management's IVV Position: Q4 2025 in Review

Tucker Asset Management increased its iShares Core S&P 500 ETF (IVV) stake by 2.9% in Q4 2025, buying an estimated $29.2K and bringing the position to 1,534 shares worth $1.05M. The position accounts for 0.31% of the portfolio, ranked #24.

Tucker Asset Management first reported a position in IVV in Q4 2020 and has held it in 21 quarters since. 3,999 funds tracked by Wall St. Rank hold IVV as of Q4 2025.

  • Tucker Asset Management held 1,534 shares of iShares Core S&P 500 ETF worth $1.05M as of Q4 2025.
  • Tucker Asset Management bought 43 iShares Core S&P 500 ETF shares in Q4 2025, an estimated $29.2K.
  • iShares Core S&P 500 ETF made up 0.31% of Tucker Asset Management's portfolio in Q4 2025, its #24 holding.
  • Tucker Asset Management first reported a position in iShares Core S&P 500 ETF in Q4 2020 and has held it in 21 quarters since.
  • 3,999 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q4 2025.

Based on Tucker Asset Management's 13F filing for Q4 2025, filed 5 Feb 2026.