Tucker Asset Management’s iShares S&P 500 Growth ETF IVW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$647K Buy
4,703
+1,882
+67% +$249K 0.16% 64
2026
Q1
$319K Buy
2,821
+116
+4% +$14K 0.1% 82
2025
Q4
$333K Buy
2,705
+238
+10% +$29.1K 0.1% 56
2025
Q3
$298K Buy
2,467
+2,017
+448% +$232K 0.09% 72
2025
Q2
$49.5K Sell
450
-485
-52% -$48K 0.02% 163
2025
Q1
$86.8K Sell
935
-118
-11% -$11.9K 0.03% 145
2024
Q4
$107K Buy
1,053
+302
+40% +$30.1K 0.01% 228
2024
Q3
$71.9K Sell
751
-215
-22% -$19.9K 0.02% 276
2024
Q2
$89.4K Sell
966
-111
-10% -$9.57K 0.02% 284
2024
Q1
$90.9K Buy
+1,077
New +$86.5K 0.02% 310
2022
Q4
Sell
-91
Closed -$5.5K 876
2022
Q3
$5.5K Buy
+91
New +$5.91K ﹤0.01% 412

Other funds holding IVW

Tucker Asset Management's IVW Position: Q2 2026 in Review

Tucker Asset Management increased its iShares S&P 500 Growth ETF (IVW) stake by 67% in Q2 2026, buying an estimated $249K and bringing the position to 4,703 shares worth $647K. The position accounts for 0.16% of the portfolio, ranked #64.

Tucker Asset Management first reported a position in IVW in Q3 2022 and has held it in 11 quarters since. 2,131 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • Tucker Asset Management held 4,703 shares of iShares S&P 500 Growth ETF worth $647K as of Q2 2026.
  • Tucker Asset Management bought 1,882 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $249K.
  • iShares S&P 500 Growth ETF made up 0.16% of Tucker Asset Management's portfolio in Q2 2026, its #64 holding.
  • Tucker Asset Management first reported a position in iShares S&P 500 Growth ETF in Q3 2022 and has held it in 11 quarters since.
  • 2,131 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Tucker Asset Management's 13F filing for Q2 2026, filed 27 Aug 2026.