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Ground Swell Capital’s iShares Russell 1000 ETF IWB Stock Holding History

Ground Swell Capital’s Portfolio IWB Stock Details IWB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-4,840
Closed -$1.77M – 135
2025
Q3 		$1.77M Buy
4,840
+1,998
+70% +$704K 3.87% 2
2025
Q2 		$965K Buy
+2,842
New +$892K 1.53% 4
2024
Q3 		– Sell
-5,457
Closed -$1.62M – 213
2024
Q2 		$1.62M Buy
+5,457
New +$1.57M 1.26% 8

Other funds holding IWB

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Ground Swell Capital sold out of iShares Russell 1000 ETF (IWB) in Q4 2025, closing a stake of 4,840 shares — an estimated $1.77M sold.

Ground Swell Capital first reported a position in IWB in Q2 2024 and held it in 3 quarters. The position peaked at $1.77M in Q3 2025. 1,493 funds tracked by Wall St. Rank hold IWB as of Q4 2025.

  • Ground Swell Capital reported no remaining iShares Russell 1000 ETF position as of Q4 2025 after selling out during the quarter.
  • Ground Swell Capital sold 4,840 iShares Russell 1000 ETF shares in Q4 2025, an estimated $1.77M.
  • Ground Swell Capital first reported a position in iShares Russell 1000 ETF in Q2 2024 and held it in 3 quarters.
  • Ground Swell Capital's iShares Russell 1000 ETF position peaked at $1.77M in Q3 2025.
  • 1,493 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q4 2025.

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