Bear Mountain Capital’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

Bear Mountain Capital’s Portfolio IJJ Stock Details IJJ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$36.5K	Hold	249	–	–	0.01%	67
2026 Q1	$35.4K	Sell	249 -7	-3%	-$959	0.01%	70
2025 Q4	$35.7K	Sell	256 -2	-0.8%	-$260	0.01%	72
2025 Q3	$33.6K	Hold	258	–	–	0.01%	75
2025 Q2	$32.7K	Sell	258 -625	-71%	-$73.5K	0.01%	75
2025 Q1	$101K	Hold	883	–	–	0.04%	48
2024 Q4	$115K	Sell	883 -99	-10%	-$12.6K	0.04%	45
2024 Q3	$123K	Sell	982 -4	-0.4%	-$476	0.05%	47
2024 Q2	$116K	Hold	986	–	–	0.05%	50
2024 Q1	$108K	Sell	986 -4	-0.4%	-$450	0.05%	51
2023 Q4	$109K	Buy	+990	New	+$102K	0.05%	51

Other funds holding IJJ

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bear Mountain Capital's IJJ Position: Q2 2026 in Review

Bear Mountain Capital held its iShares S&P Mid-Cap 400 Value ETF (IJJ) position steady in Q2 2026 at 249 shares worth $36.5K. The position accounts for 0.01% of the portfolio, ranked #67.

Bear Mountain Capital first reported a position in IJJ in Q4 2023 and has held it in 11 quarters since. The position peaked at $123K in Q3 2024. 877 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.

Bear Mountain Capital held 249 shares of iShares S&P Mid-Cap 400 Value ETF worth $36.5K as of Q2 2026.
Bear Mountain Capital left its iShares S&P Mid-Cap 400 Value ETF share count unchanged in Q2 2026.
iShares S&P Mid-Cap 400 Value ETF made up 0.01% of Bear Mountain Capital's portfolio in Q2 2026, its #67 holding.
Bear Mountain Capital first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2023 and has held it in 11 quarters since.
Bear Mountain Capital's iShares S&P Mid-Cap 400 Value ETF position peaked at $123K in Q3 2024.
877 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on Bear Mountain Capital's 13F filing for Q2 2026, filed 20 Jul 2026.