iShares S&P 500 Value Index shares owned by Tucker Asset Management
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Tucker Asset Management
from 13F filings
Historical chart of Tucker Asset Management investment in iShares S&P 500 Value Index
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Quarterly reported holdings in iShares S&P 500 Value Index by Tucker Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $73k | 323 | 227.16 |
| 2026-03-31 | $87k | 412 | 210.99 |
| 2025-12-31 | $53k | 249 | 212.07 |
| 2025-09-30 | $31k | 149 | 206.51 |
| 2025-06-30 | $29k | 149 | 195.42 |
| 2025-03-31 | $52k | 270 | 190.58 |
| 2024-12-31 | $78k | 408 | 190.88 |
| 2024-09-30 | $42k | 214 | 197.17 |
| 2024-06-30 | $86k | 471 | 182.01 |
| 2024-03-31 | $81k | 432 | 186.81 |
| 2022-09-30 | $3.7k | 26 | 143.35 |
| 2021-09-30 | $1.2k | 8 | 152.00 |
| 2021-06-30 | $1.2k | 8 | 147.63 |
| 2021-03-31 | $1.1k | 8 | 141.25 |
| 2020-12-31 | $68k | 529 | 128.02 |