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
2026 Q2	$12M	Buy	+39,841	New	+$11.2M	12.93%	3
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 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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Ground Swell Capital opened a new position in iShares Russell 2000 ETF (IWM) in Q2 2026: 39,841 shares worth $12M. The stake represents 12.93% of the portfolio and ranks #3 among its holdings. This is a return to the name: Ground Swell Capital previously reported a position in IWM as recently as Q2 2025.

Ground Swell Capital first reported a position in IWM in Q2 2014 and has held it in 7 quarters since. The position peaked at $24.9M in Q2 2024. 2,730 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Ground Swell Capital held 39,841 shares of iShares Russell 2000 ETF worth $12M as of Q2 2026.
iShares Russell 2000 ETF was a new Ground Swell Capital position in Q2 2026.
iShares Russell 2000 ETF made up 12.93% of Ground Swell Capital's portfolio in Q2 2026, its #3 holding.
Ground Swell Capital first reported a position in iShares Russell 2000 ETF in Q2 2014 and has held it in 7 quarters since.
Ground Swell Capital's iShares Russell 2000 ETF position peaked at $24.9M in Q2 2024.
2,730 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

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