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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
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

Ground Swell Capital's IVV Position: Q2 2026 in Review

Ground Swell Capital opened a new position in iShares Core S&P 500 ETF (IVV) in Q2 2026: 45,595 shares worth $34.1M. The stake represents 36.88% of the portfolio and ranks #1 among its holdings. This is a return to the name: Ground Swell Capital previously reported a position in IVV as recently as Q4 2020.

Ground Swell Capital first reported a position in IVV in Q4 2020 and has held it in 2 quarters since. 4,112 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Ground Swell Capital held 45,595 shares of iShares Core S&P 500 ETF worth $34.1M as of Q2 2026.
  • iShares Core S&P 500 ETF was a new Ground Swell Capital position in Q2 2026.
  • iShares Core S&P 500 ETF made up 36.88% of Ground Swell Capital's portfolio in Q2 2026, its #1 holding.
  • Ground Swell Capital first reported a position in iShares Core S&P 500 ETF in Q4 2020 and has held it in 2 quarters since.
  • 4,112 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Ground Swell Capital's 13F filing for Q2 2026, filed 5 Aug 2026.