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

Ground Swell Capital’s Portfolio IWV Stock Details IWV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-1,676
Closed -$560K – 203
2024
Q4 		$560K Buy
+1,676
New +$564K 0.84% 22
2024
Q3 		– Sell
-3,632
Closed -$1.12M – 216
2024
Q2 		$1.12M Buy
+3,632
New +$1.08M 0.87% 11

Other funds holding IWV

SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UMC
UNC Management Company Chapel Hill, North Carolina $1.64B AUM 17.65% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
P
Pitcairn Conshohocken, Pennsylvania $1.27B AUM 23.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Ground Swell Capital sold out of iShares Russell 3000 ETF (IWV) in Q1 2025, closing a stake of 1,676 shares — an estimated $560K sold.

Ground Swell Capital first reported a position in IWV in Q2 2024 and held it in 2 quarters. The position peaked at $1.12M in Q2 2024. 804 funds tracked by Wall St. Rank hold IWV as of Q1 2025.

  • Ground Swell Capital reported no remaining iShares Russell 3000 ETF position as of Q1 2025 after selling out during the quarter.
  • Ground Swell Capital sold 1,676 iShares Russell 3000 ETF shares in Q1 2025, an estimated $560K.
  • Ground Swell Capital first reported a position in iShares Russell 3000 ETF in Q2 2024 and held it in 2 quarters.
  • Ground Swell Capital's iShares Russell 3000 ETF position peaked at $1.12M in Q2 2024.
  • 804 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q1 2025.

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