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

Ground Swell Capital’s Portfolio IWF Stock Details IWF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-11,180
Closed -$1.02M – 214
2024
Q2 		$1.02M Buy
+11,180
New +$955K 0.79% 12

Other funds holding IWF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Ground Swell Capital's IWF Position: Q3 2024 in Review

Ground Swell Capital sold out of iShares Russell 1000 Growth ETF (IWF) in Q3 2024, closing a stake of 11,180 shares — an estimated $1.02M sold.

Ground Swell Capital first reported a position in IWF in Q2 2024 and held it in 1 quarter. The position peaked at $1.02M in Q2 2024. 2,071 funds tracked by Wall St. Rank hold IWF as of Q3 2024.

  • Ground Swell Capital reported no remaining iShares Russell 1000 Growth ETF position as of Q3 2024 after selling out during the quarter.
  • Ground Swell Capital sold 11,180 iShares Russell 1000 Growth ETF shares in Q3 2024, an estimated $1.02M.
  • Ground Swell Capital first reported a position in iShares Russell 1000 Growth ETF in Q2 2024 and held it in 1 quarter.
  • Ground Swell Capital's iShares Russell 1000 Growth ETF position peaked at $1.02M in Q2 2024.
  • 2,071 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2024.

Based on Ground Swell Capital's 13F filing for Q3 2024, filed 29 Oct 2024.