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

Ground Swell Capital’s Portfolio IWO Stock Details IWO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-3,155
Closed -$908K – 201
2024
Q4 		$908K Buy
+3,155
New +$933K 1.37% 13
2024
Q1 		– Sell
-3,521
Closed -$888K – 97
2023
Q4 		$888K Buy
+3,521
New +$794K 3.27% 5
2022
Q1 		– Sell
-1,129
Closed -$331K – 90
2021
Q4 		$331K Sell
1,129
-11,562
-91% -$3.48M 1.92% 14
2021
Q3 		$3.73M Buy
+12,691
New +$3.81M 16.05% 1

Other funds holding IWO

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
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ground Swell Capital's IWO Position: Q1 2025 in Review

Ground Swell Capital sold out of iShares Russell 2000 Growth ETF (IWO) in Q1 2025, closing a stake of 3,155 shares — an estimated $908K sold.

Ground Swell Capital first reported a position in IWO in Q3 2021 and held it in 4 quarters. The position peaked at $3.73M in Q3 2021. 957 funds tracked by Wall St. Rank hold IWO as of Q1 2025.

  • Ground Swell Capital reported no remaining iShares Russell 2000 Growth ETF position as of Q1 2025 after selling out during the quarter.
  • Ground Swell Capital sold 3,155 iShares Russell 2000 Growth ETF shares in Q1 2025, an estimated $908K.
  • Ground Swell Capital first reported a position in iShares Russell 2000 Growth ETF in Q3 2021 and held it in 4 quarters.
  • Ground Swell Capital's iShares Russell 2000 Growth ETF position peaked at $3.73M in Q3 2021.
  • 957 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2025.

Based on Ground Swell Capital's 13F filing for Q1 2025, filed 13 May 2025.