Ground Swell Capital’s iShares Russell 3000 ETF IWV Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-1,676	Closed	-$560K	–	202
2024 Q4	$560K	Buy	+1,676	New	+$560K	0.84%	17
2024 Q3	–	Sell	-3,632	Closed	-$1.12M	–	211
2024 Q2	$1.12M	Buy	+3,632	New	+$1.12M	0.87%	9