BMC
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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
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

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Bank of America
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UBS Group
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
Raymond James Financial
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CFB
Cullen/Frost Bankers San Antonio, Texas $8.81B AUM 22.47% 1-Year Est. Return