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iShares S&P 1500 Index Fund shares owned by Ground Swell Capital

Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Ground Swell Capital from 13F filings

Historical chart of Ground Swell Capital investment in iShares S&P 1500 Index Fund

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 1500 Index Fund 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 1500 Index Fund by Ground Swell Capital

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.2M 8.0k 145.65
2024-12-31 $332k 2.6k 128.62

More positions owned by Ground Swell Capital

Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr Rus 1000 Etf (IWB)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p Ttl Stk (ITOT)
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)
Astera Labs (ALAB)
Vanguard Index Fds Extend Mkt Etf (VXF)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Mongodb Cl A (MDB)
NVR (NVR)
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL)
Nutanix Cl A (NTNX)
Invesco Exch Traded Fd Tr Ii China Technlgy (CQQQ)

View all positions for Ground Swell Capital

Top funds holding iShares S&P 1500 Index Fund

BlackRock
Wells Fargo & Company
Betterment
Wealthfront Advisers
Morgan Stanley
Alliancebernstein
LPL Financial
Colony
Buckingham Strategic Partners
Envestnet Asset Management
Ronald Blue Trust
SigFig Wealth Management
Ballentine Partners
Auto-Owners Insurance
AlTi Global

View all funds holding iShares S&P 1500 Index Fund