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Ground Swell Capital’s iShares Russell 2000 ETF IWM Stock Holding History

Ground Swell Capital’s Portfolio IWM Stock Details IWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-30,823
Closed -$6.65M – 187
2025
Q2 		$6.65M Buy
+30,823
New +$6.2M 10.56% 2
2024
Q4 		– Sell
-5,354
Closed -$1.18M – 204
2024
Q3 		$1.18M Sell
5,354
-117,511
-96% -$25.1M 1.04% 14
2024
Q2 		$24.9M Buy
122,865
+77,207
+169% +$15.6M 19.29% 1
2024
Q1 		$9.6M Buy
+45,658
New +$9.11M 8.71% 4
2023
Q2 		– Sell
-106,489
Closed -$19M – 75
2023
Q1 		$19M Buy
+106,489
New +$19.6M 31.86% 1
2014
Q3 		– Sell
-118,848
Closed -$14.1M – 2581
2014
Q2 		$14.1M Buy
+118,848
New +$13.5M 27.4% 1

Other funds holding IWM

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return

Ground Swell Capital's IWM Position: Q3 2025 in Review

Ground Swell Capital sold out of iShares Russell 2000 ETF (IWM) in Q3 2025, closing a stake of 30,823 shares — an estimated $6.65M sold.

Ground Swell Capital first reported a position in IWM in Q2 2014 and held it in 6 quarters. The position peaked at $24.9M in Q2 2024. 2,429 funds tracked by Wall St. Rank hold IWM as of Q3 2025.

  • Ground Swell Capital reported no remaining iShares Russell 2000 ETF position as of Q3 2025 after selling out during the quarter.
  • Ground Swell Capital sold 30,823 iShares Russell 2000 ETF shares in Q3 2025, an estimated $6.65M.
  • Ground Swell Capital first reported a position in iShares Russell 2000 ETF in Q2 2014 and held it in 6 quarters.
  • Ground Swell Capital's iShares Russell 2000 ETF position peaked at $24.9M in Q2 2024.
  • 2,429 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2025.

Based on Ground Swell Capital's 13F filing for Q3 2025, filed 6 Nov 2025.