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Ground Swell Capital’s iShares Micro-Cap ETF IWC Stock Holding History

Ground Swell Capital’s Portfolio IWC Stock Details IWC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-1,635
Closed -$244K – 136
2025
Q3 		$244K Buy
+1,635
New +$227K 0.53% 70

Other funds holding IWC

1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return
TCM
TABR Capital Management Orange, California $117M AUM 33.23% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return

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

Ground Swell Capital sold out of iShares Micro-Cap ETF (IWC) in Q4 2025, closing a stake of 1,635 shares — an estimated $244K sold.

Ground Swell Capital first reported a position in IWC in Q3 2025 and held it in 1 quarter. The position peaked at $244K in Q3 2025. 259 funds tracked by Wall St. Rank hold IWC as of Q4 2025.

  • Ground Swell Capital reported no remaining iShares Micro-Cap ETF position as of Q4 2025 after selling out during the quarter.
  • Ground Swell Capital sold 1,635 iShares Micro-Cap ETF shares in Q4 2025, an estimated $244K.
  • Ground Swell Capital first reported a position in iShares Micro-Cap ETF in Q3 2025 and held it in 1 quarter.
  • Ground Swell Capital's iShares Micro-Cap ETF position peaked at $244K in Q3 2025.
  • 259 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q4 2025.

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