Ground Swell Capital’s iShares Core S&P 500 ETF IVV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1.46M	Sell	1,903 -43,692	-96%	-$33.3M	3.35%	5
2026 Q2	$34.1M	Buy	+45,595	New	+$33.2M	36.88%	1
2021 Q1	–	Sell	-1,744	Closed	-$655K	–	115
2020 Q4	$655K	Buy	+1,744	New	+$621K	2.51%	8

Other funds holding IVV

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Marshall Wace London, United Kingdom $114B AUM 35.47% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Ground Swell Capital's IVV Position: Q3 2026 in Review

Ground Swell Capital reduced its iShares Core S&P 500 ETF (IVV) stake by 96% in Q3 2026, selling an estimated $33.3M and leaving 1,903 shares worth $1.46M. The position accounts for 3.35% of the portfolio, ranked #5.

Ground Swell Capital first reported a position in IVV in Q4 2020 and has held it in 3 quarters since. The position peaked at $34.1M in Q2 2026. 3,755 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

Ground Swell Capital held 1,903 shares of iShares Core S&P 500 ETF worth $1.46M as of Q3 2026.
Ground Swell Capital sold 43,692 iShares Core S&P 500 ETF shares in Q3 2026, an estimated $33.3M.
iShares Core S&P 500 ETF made up 3.35% of Ground Swell Capital's portfolio in Q3 2026, its #5 holding.
Ground Swell Capital first reported a position in iShares Core S&P 500 ETF in Q4 2020 and has held it in 3 quarters since.
Ground Swell Capital's iShares Core S&P 500 ETF position peaked at $34.1M in Q2 2026.
3,755 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on Ground Swell Capital's 13F filing for Q3 2026, filed 9 Nov 2026.