White Pine Capital’s iShares S&P 500 Growth ETF IVW Stock Holding History

White Pine Capital’s Portfolio IVW Stock Details IVW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.55M	Hold	13,709	–	–	0.44%	71
2025 Q4	$1.69M	Sell	13,709 -460	-3%	-$56.3K	0.46%	66
2025 Q3	$1.71M	Sell	14,169 -1,387	-9%	-$160K	0.49%	59
2025 Q2	$1.71M	Sell	15,556 -425	-3%	-$42.1K	0.54%	57
2025 Q1	$1.48M	Sell	15,981 -48	-0.3%	-$4.84K	0.51%	60
2024 Q4	$1.63M	Sell	16,029 -145	-0.9%	-$14.5K	0.55%	55
2024 Q3	$1.55M	Buy	16,174 +144	+0.9%	+$13.3K	0.53%	57
2024 Q2	$1.48M	Sell	16,030 -318	-2%	-$27.4K	0.56%	51
2024 Q1	$1.33M	Buy	16,348 +340	+2%	+$27.3K	0.51%	61
2023 Q4	$1.2M	Buy	16,008 +295	+2%	+$21K	0.46%	68
2023 Q3	$1.08M	Sell	15,713 -1,458	-8%	-$103K	0.43%	78
2023 Q2	$1.21M	Buy	17,171 +2,457	+17%	+$162K	0.45%	75
2023 Q1	$940K	Buy	14,714 +90	+0.6%	+$5.5K	0.37%	87
2022 Q4	$856K	Buy	14,624 +125	+0.9%	+$7.51K	0.33%	95
2022 Q3	$839K	Buy	14,499 +985	+7%	+$64K	0.35%	92
2022 Q2	$816K	Buy	13,514 +505	+4%	+$33.4K	0.32%	97
2022 Q1	$994K	Sell	13,009 -1,015	-7%	-$76.3K	0.31%	102
2021 Q4	$1.17M	Buy	14,024 +568	+4%	+$45.8K	0.35%	95
2021 Q3	$995K	Hold	13,456	–	–	0.31%	102
2021 Q2	$1.02M	Buy	13,456 +7,530	+127%	+$521K	0.3%	103
2021 Q1	$386K	Buy	+5,926	New	+$383K	0.12%	170

Other funds holding IVW

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

White Pine Capital held its iShares S&P 500 Growth ETF (IVW) position steady in Q1 2026 at 13,709 shares worth $1.55M. The position accounts for 0.44% of the portfolio, ranked #71.

White Pine Capital first reported a position in IVW in Q1 2021 and has held it in 21 quarters since. The position peaked at $1.71M in Q2 2025. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

White Pine Capital held 13,709 shares of iShares S&P 500 Growth ETF worth $1.55M as of Q1 2026.
White Pine Capital left its iShares S&P 500 Growth ETF share count unchanged in Q1 2026.
iShares S&P 500 Growth ETF made up 0.44% of White Pine Capital's portfolio in Q1 2026, its #71 holding.
White Pine Capital first reported a position in iShares S&P 500 Growth ETF in Q1 2021 and has held it in 21 quarters since.
White Pine Capital's iShares S&P 500 Growth ETF position peaked at $1.71M in Q2 2025.
2,040 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

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