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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-4,560	Closed	-$688K	–	198
2025 Q1	$688K	Sell	4,560 -7,281	-61%	-$1.18M	1.48%	11
2024 Q4	$1.94M	Buy	+11,841	New	+$2.02M	2.92%	6
2022 Q2	–	Sell	-2,052	Closed	-$331K	–	162
2022 Q1	$331K	Buy	+2,052	New	+$327K	0.85%	15
2021 Q1	–	Sell	-3,980	Closed	-$524K	–	116
2020 Q4	$524K	Buy	+3,980	New	+$470K	2.01%	11

Other funds holding IWN

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Ground Swell Capital's IWN Position: Q2 2025 in Review

Ground Swell Capital sold out of iShares Russell 2000 Value ETF (IWN) in Q2 2025, closing a stake of 4,560 shares — an estimated $688K sold.

Ground Swell Capital first reported a position in IWN in Q4 2020 and held it in 4 quarters. The position peaked at $1.94M in Q4 2024. 963 funds tracked by Wall St. Rank hold IWN as of Q2 2025.

Ground Swell Capital reported no remaining iShares Russell 2000 Value ETF position as of Q2 2025 after selling out during the quarter.
Ground Swell Capital sold 4,560 iShares Russell 2000 Value ETF shares in Q2 2025, an estimated $688K.
Ground Swell Capital first reported a position in iShares Russell 2000 Value ETF in Q4 2020 and held it in 4 quarters.
Ground Swell Capital's iShares Russell 2000 Value ETF position peaked at $1.94M in Q4 2024.
963 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2025.

Based on Ground Swell Capital's 13F filing for Q2 2025, filed 31 Jul 2025.