iShares S&P 500 Index shares owned by Tucker Asset Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Tucker Asset Management
from 13F filings
Historical chart of Tucker Asset Management investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Tucker Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $471k | 800 | 588.68 |
| 2024-09-30 | $256k | 443 | 576.82 |
| 2024-06-30 | $576k | 1.1k | 547.23 |
| 2024-03-31 | $572k | 1.1k | 525.73 |
| 2023-12-31 | $547k | 1.1k | 477.63 |
| 2023-09-30 | $465k | 1.1k | 429.43 |
| 2023-06-30 | $596k | 1.3k | 445.71 |
| 2023-03-31 | $410k | 998 | 411.08 |
| 2022-12-31 | $351k | 911 | 385.01 |
| 2022-09-30 | $353k | 910 | 387.79 |
| 2022-06-30 | $97k | 255 | 379.15 |
| 2022-03-31 | $199k | 438 | 453.69 |
| 2021-12-31 | $41k | 85 | 478.18 |
| 2021-09-30 | $39k | 85 | 460.99 |
| 2021-06-30 | $36k | 84 | 429.92 |
| 2021-03-31 | $33k | 84 | 397.82 |
| 2020-12-31 | $25k | 66 | 375.39 |