White Pine Capital’s iShares Core S&P US Value ETF IUSV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$1.07M Hold
10,451
0.3% 103
2025
Q4
$1.07M Sell
10,451
-323
-3% -$32.8K 0.29% 99
2025
Q3
$1.08M Sell
10,774
-84
-0.8% -$8.18K 0.31% 91
2025
Q2
$1.03M Sell
10,858
-330
-3% -$29.8K 0.33% 88
2025
Q1
$1.03M Sell
11,188
-108
-1% -$10.1K 0.36% 80
2024
Q4
$1.05M Buy
11,296
+13
+0.1% +$1.25K 0.35% 84
2024
Q3
$1.08M Buy
11,283
+1,582
+16% +$145K 0.37% 83
2024
Q2
$855K Buy
9,701
+95
+1% +$8.37K 0.32% 87
2024
Q1
$831K Sell
9,606
-647
-6% -$55.7K 0.32% 89
2023
Q4
$865K Sell
10,253
-3,550
-26% -$276K 0.33% 91
2023
Q3
$1.03M Buy
13,803
+35
+0.3% +$2.75K 0.41% 81
2023
Q2
$1.08M Sell
13,768
-66
-0.5% -$4.93K 0.4% 84
2023
Q1
$1.02M Sell
13,834
-1,009
-7% -$74.3K 0.4% 81
2022
Q4
$1.05M Buy
14,843
+428
+3% +$29.8K 0.41% 84
2022
Q3
$903K Hold
14,415
0.38% 90
2022
Q2
$964K Sell
14,415
-55
-0.4% -$3.95K 0.38% 86
2022
Q1
$1.1M Buy
14,470
+2,602
+22% +$195K 0.34% 96
2021
Q4
$906K Buy
11,868
+120
+1% +$8.9K 0.27% 114
2021
Q3
$833K Buy
11,748
+308
+3% +$22.4K 0.26% 117
2021
Q2
$829K Buy
11,440
+21
+0.2% +$1.51K 0.25% 120
2021
Q1
$787K Sell
11,419
-120
-1% -$7.87K 0.25% 120
2020
Q4
$718K Buy
11,539
+672
+6% +$39.4K 0.25% 122
2020
Q3
$590K Buy
10,867
+155
+1% +$8.47K 0.24% 115
2020
Q2
$559K Sell
10,712
-1,303
-11% -$66.5K 0.24% 120
2020
Q1
$555K Sell
12,015
-90
-0.7% -$5.18K 0.28% 100
2019
Q4
$763K Sell
12,105
-240
-2% -$14.5K 0.3% 97
2019
Q3
$714K Sell
12,345
-2,240
-15% -$127K 0.27% 117
2019
Q2
$826K Sell
14,585
-220
-1% -$12.3K 0.31% 98
2019
Q1
$812K Sell
14,805
-325
-2% -$17.4K 0.3% 104
2018
Q4
$743K Buy
15,130
+1,002
+7% +$53.3K 0.31% 103
2018
Q3
$797K Buy
14,128
+2,128
+18% +$119K 0.28% 110
2018
Q2
$644K Buy
12,000
+1,850
+18% +$99.7K 0.23% 130
2018
Q1
$539K Buy
10,150
+1,440
+17% +$79.8K 0.2% 143
2017
Q4
$483K Buy
+8,710
New +$468K 0.18% 144

Other funds holding IUSV

White Pine Capital's IUSV Position: Q1 2026 in Review

White Pine Capital held its iShares Core S&P US Value ETF (IUSV) position steady in Q1 2026 at 10,451 shares worth $1.07M. The position accounts for 0.3% of the portfolio, ranked #103.

White Pine Capital first reported a position in IUSV in Q4 2017 and has held it in 34 quarters since. The position peaked at $1.1M in Q1 2022. 786 funds tracked by Wall St. Rank hold IUSV as of Q1 2026.

  • White Pine Capital held 10,451 shares of iShares Core S&P US Value ETF worth $1.07M as of Q1 2026.
  • White Pine Capital left its iShares Core S&P US Value ETF share count unchanged in Q1 2026.
  • iShares Core S&P US Value ETF made up 0.3% of White Pine Capital's portfolio in Q1 2026, its #103 holding.
  • White Pine Capital first reported a position in iShares Core S&P US Value ETF in Q4 2017 and has held it in 34 quarters since.
  • White Pine Capital's iShares Core S&P US Value ETF position peaked at $1.1M in Q1 2022.
  • 786 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q1 2026.

Based on White Pine Capital's 13F filing for Q1 2026, filed 11 May 2026.