Ground Swell Capital’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Ground Swell Capital’s Portfolio IJR Stock Details IJR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-1,992	Closed	-$237K	–	130
2025 Q3	$237K	Buy	+1,992	New	+$229K	0.52%	72
2025 Q2	–	Sell	-2,764	Closed	-$289K	–	193
2025 Q1	$289K	Buy	+2,764	New	+$312K	0.62%	59
2024 Q2	–	Sell	-8,660	Closed	-$957K	–	196
2024 Q1	$957K	Buy	+8,660	New	+$920K	0.87%	7

Other funds holding IJR

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Ground Swell Capital's IJR Position: Q4 2025 in Review

Ground Swell Capital sold out of iShares Core S&P Small-Cap ETF (IJR) in Q4 2025, closing a stake of 1,992 shares — an estimated $237K sold.

Ground Swell Capital first reported a position in IJR in Q1 2024 and held it in 3 quarters. The position peaked at $957K in Q1 2024. 2,732 funds tracked by Wall St. Rank hold IJR as of Q4 2025.

Ground Swell Capital reported no remaining iShares Core S&P Small-Cap ETF position as of Q4 2025 after selling out during the quarter.
Ground Swell Capital sold 1,992 iShares Core S&P Small-Cap ETF shares in Q4 2025, an estimated $237K.
Ground Swell Capital first reported a position in iShares Core S&P Small-Cap ETF in Q1 2024 and held it in 3 quarters.
Ground Swell Capital's iShares Core S&P Small-Cap ETF position peaked at $957K in Q1 2024.
2,732 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q4 2025.

Based on Ground Swell Capital's 13F filing for Q4 2025, filed 4 Feb 2026.