SEC 13F Intelligence

Ground Swell Capital, LLC / IWO

Ground Swell Capital, LLC’s Ishares Tr Position

Does Ground Swell Capital, LLC own Ishares Tr (IWO)? Not currently — the last reported position was 3.2K shares worth $908,072 in Q4 2024; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$908,072
Q4 2024
Shares
3.2K
% of Portfolio
+1.37%
Quarters Held
4
position exited

Position History IWO

Reported value by quarter
Q3 ’21: $4MQ3 ’21Q4 ’21: $331,000Q4 ’21Q4 ’23: $888,067Q4 ’23Q4 ’24: $908,072Q4 ’24filingsflow.com
QuarterSharesValue% of Portfolio
Q4 20243.2K$908,072+1.37%
Q4 20233.5K$888,067+3.27%
Q4 20211.1K$331,000+1.92%
Q3 202112.7K$4M+16.05%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Ground Swell Capital, LLC’s full portfolio or all institutional holders of IWO.