Ground Swell Capital »

iShares Russell 1000 Index shares owned by Ground Swell Capital

Quarter-by-quarter ownership of iShares Russell 1000 Index (IWB) shares owned by Ground Swell Capital from 13F filings

Historical chart of Ground Swell Capital investment in iShares Russell 1000 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 1000 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 Russell 1000 Index by Ground Swell Capital

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.8M 4.8k 365.48
2025-06-30 $965k 2.8k 339.57
2024-06-30 $1.6M 5.5k 297.54

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 Russell 1000 Index

Jones Financial Companies, L.L
FMR
Envestnet Asset Management
M^T Bank Corporation
Northern Trust
LPL Financial
Pnc Financial Services
Morgan Stanley
Goldman Sachs Group
Colony
BlackRock
Wells Fargo & Company
Catalyst Capital Advisors
Millburn Ridgefield
Johnson Investment Counsel

View all funds holding iShares Russell 1000 Index