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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$829K	Buy	+3,419	New	+$796K	0.9%	10
2026 Q1	–	Sell	-1,411	Closed	-$297K	–	147
2025 Q4	$297K	Sell	1,411 -1,514	-52%	-$313K	0.61%	23
2025 Q3	$596K	Buy	+2,925	New	+$582K	1.3%	19

Other funds holding IWD

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

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

Ground Swell Capital opened a new position in iShares Russell 1000 Value ETF (IWD) in Q2 2026: 3,419 shares worth $829K. The stake represents 0.9% of the portfolio and ranks #10 among its holdings. This is a return to the name: Ground Swell Capital previously reported a position in IWD as recently as Q4 2025.

Ground Swell Capital first reported a position in IWD in Q3 2025 and has held it in 3 quarters since. 1,978 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Ground Swell Capital held 3,419 shares of iShares Russell 1000 Value ETF worth $829K as of Q2 2026.
iShares Russell 1000 Value ETF was a new Ground Swell Capital position in Q2 2026.
iShares Russell 1000 Value ETF made up 0.9% of Ground Swell Capital's portfolio in Q2 2026, its #10 holding.
Ground Swell Capital first reported a position in iShares Russell 1000 Value ETF in Q3 2025 and has held it in 3 quarters since.
1,978 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

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