Ground Swell Capital »

iShares Russell 1000 Value Index shares owned by Ground Swell Capital

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

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

Tip: Access up to 7 years of quarterly data

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

Quarter filed Position value Share count Share price at filing
2025-09-30 $596k 2.9k 203.59

More positions owned by Ground Swell Capital

Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
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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)
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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 Value Index

Morgan Stanley
Goldman Sachs Group
FMR
Jpmorgan Chase & Co
Financial Engines Advisors L.L.C
UBS Group
Envestnet Asset Management
Baird Financial
Raymond James Financial
Elliott Investment Management
Wells Fargo & Company
Northern Trust
LPL Financial
Prudential Financial
M^T Bank Corporation

View all funds holding iShares Russell 1000 Value Index