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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$37.8K	Sell	333 -2	-0.6%	-$222	0.01%	66
2026 Q1	$37K	Sell	335 -12	-3%	-$1.23K	0.01%	68
2025 Q4	$36K	Sell	347 -5	-1%	-$481	0.01%	71
2025 Q3	$33.9K	Hold	352	–	–	0.01%	74
2025 Q2	$32.7K	Sell	352 -855	-71%	-$73.2K	0.01%	74
2025 Q1	$100K	Hold	1,207	–	–	0.04%	49
2024 Q4	$116K	Sell	1,207 -69	-5%	-$6.5K	0.05%	44
2024 Q3	$119K	Sell	1,276 -4	-0.3%	-$358	0.05%	48
2024 Q2	$116K	Sell	1,280 -104	-8%	-$9.19K	0.05%	48
2024 Q1	$118K	Sell	1,384 -8	-0.6%	-$667	0.05%	48
2023 Q4	$108K	Buy	+1,392	New	+$102K	0.05%	52

Other funds holding IJK

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

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

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

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

Sherman Porfolios Coeur D'alene, Idaho $1.28B AUM 32% 1-Year Est. Return

PRS

Pinkerton Retirement Specialists Coeur D Alene, Idaho $1.16B AUM 28.78% 1-Year Est. Return

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

Bear Mountain Capital reduced its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 0.6% in Q2 2026, selling an estimated $222 and leaving 333 shares worth $37.8K. The position accounts for 0.01% of the portfolio, ranked #66.

Bear Mountain Capital first reported a position in IJK in Q4 2023 and has held it in 11 quarters since. The position peaked at $119K in Q3 2024. 990 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

Bear Mountain Capital held 333 shares of iShares S&P Mid-Cap 400 Growth ETF worth $37.8K as of Q2 2026.
Bear Mountain Capital sold 2 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2026, an estimated $222.
iShares S&P Mid-Cap 400 Growth ETF made up 0.01% of Bear Mountain Capital's portfolio in Q2 2026, its #66 holding.
Bear Mountain Capital first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2023 and has held it in 11 quarters since.
Bear Mountain Capital's iShares S&P Mid-Cap 400 Growth ETF position peaked at $119K in Q3 2024.
990 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

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