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iShares S&P SmallCap 600 Index shares owned by Ground Swell Capital

Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Ground Swell Capital from 13F filings

Historical chart of Ground Swell Capital investment in iShares S&P SmallCap 600 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P SmallCap 600 Index held by Ground Swell Capital consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P SmallCap 600 Index by Ground Swell Capital

Quarter filed Position value Share count Share price at filing
2024-03-31 $957k 8.7k 110.52

More positions owned by Ground Swell Capital

Ishares Tr 20 Yr Tr Bd Etf (TLT)
Ishares Tr Russell 2000 Etf (IWM)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Tesla Motors Call Option (TSLA)
Costco Wholesale Corporation (COST)
Icon SHS (ICLR)
Ishares Tr Rus 1000 Etf (IWB)
Pepsi (PEP)
Crowdstrike Hldgs Cl A (CRWD)
Ishares Tr Russell 3000 Etf (IWV)
Ishares Tr Rus 1000 Grw Etf (IWF)
Marriott Intl Cl A (MAR)
Chipotle Mexican Grill Put Option (CMG)
Ge Healthcare Technologies I Common Stock (GEHC)
Spdr Ser Tr S&p Oilgas Exp (XOP)

View all positions for Ground Swell Capital

Top funds holding iShares S&P SmallCap 600 Index

Northwestern Mutual Wealth Management Company
Bank of America Corporation
FMR
Morgan Stanley
Envestnet Asset Management
Wells Fargo & Company
Bank of New York Mellon
LPL Financial
Goldman Sachs Group
UBS Group
Raymond James & Associates
First Command Advisory Services
Pnc Financial Services
Northern Trust
Financial Engines Advisors L.L.C

View all funds holding iShares S&P SmallCap 600 Index