Bear Mountain Capital’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$77.5K	Hold	533	–	–	0.02%	47
2026 Q1	$72.6K	Hold	533	–	–	0.02%	50
2025 Q4	$68.8K	Hold	533	–	–	0.02%	53
2025 Q3	$63.8K	Hold	533	–	–	0.02%	55
2025 Q2	$59.6K	Hold	533	–	–	0.02%	57
2025 Q1	$53.7K	Sell	533 -211	-28%	-$23.8K	0.02%	63
2024 Q4	$88.8K	Hold	744	–	–	0.03%	47
2024 Q3	$87.2K	Hold	744	–	–	0.03%	52
2024 Q2	$82.8K	Hold	744	–	–	0.03%	56
2024 Q1	$76K	Sell	744 -65	-8%	-$6.9K	0.03%	56
2023 Q4	$83.6K	Buy	+809	New	+$78K	0.04%	59

Other funds holding IJR

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

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

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

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

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Bear Mountain Capital held its iShares Core S&P Small-Cap ETF (IJR) position steady in Q2 2026 at 533 shares worth $77.5K. The position accounts for 0.02% of the portfolio, ranked #47.

Bear Mountain Capital first reported a position in IJR in Q4 2023 and has held it in 11 quarters since. The position peaked at $88.8K in Q4 2024. 2,845 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Bear Mountain Capital held 533 shares of iShares Core S&P Small-Cap ETF worth $77.5K as of Q2 2026.
Bear Mountain Capital left its iShares Core S&P Small-Cap ETF share count unchanged in Q2 2026.
iShares Core S&P Small-Cap ETF made up 0.02% of Bear Mountain Capital's portfolio in Q2 2026, its #47 holding.
Bear Mountain Capital first reported a position in iShares Core S&P Small-Cap ETF in Q4 2023 and has held it in 11 quarters since.
Bear Mountain Capital's iShares Core S&P Small-Cap ETF position peaked at $88.8K in Q4 2024.
2,845 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

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