IVV — ISHARES S&P 500 INDEX COM

Ownership history in WHITE PINE CAPITAL LLC  ·  58 quarters on record

This page tracks every 13F SEC filing in which WHITE PINE CAPITAL LLC reported a position in ISHARES S&P 500 INDEX COM (IVV). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
3.05% (2025 Q2)
Avg. % of fund
0.92%
First filed
2010 Q3
Last filed
2025 Q4
Quarters held
58
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 15,072 -137 -0.9% 2.84% $10.3M $683.12
2025 Q3 REDUCED 15,209 -276 -1.8% 2.92% $10.2M $665.17
2025 Q2 ADDED 15,485 +627 +4.2% 3.05% $9.6M $615.21
2025 Q1 ADDED 14,858 +1,273 +9.4% 2.89% $8.3M $555.02
54 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    IVV price (monthly, adj. close)

Other funds also holding IVV

As of 2025 Q4 — sorted by position size

Conrad N. Hilton Foundation 3Y 7Y 100.0% 26North Partners LP 3Y 100.0% SWISS RE LTD 3Y 7Y 99.26% GENWORTH FINANCIAL INC 3Y 7Y 92.41% UNC Management Company, Inc. 3Y 80.71% Michael & Susan Dell Foundation 3Y 7Y 75.69% FINANCIAL COUNSELORS INC 3Y 7Y 74.09% GR FINANCIAL GROUP, LLC 70.89% MKP Capital Management, L.L.C. 3Y 7Y 68.04% UNIVERSITY OF CHICAGO 3Y 7Y 64.86%
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