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Bear Mountain Capital’s iShares Core S&P 500 ETF IVV Stock Holding History

Bear Mountain Capital’s Portfolio IVV Stock Details IVV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$6.15M Buy
8,143
+15
+0.2% +$10.9K 1.78% 12
2026
Q1 		$5.79M Hold
8,128
– – 1.74% 12
2025
Q4 		$5.65M Hold
8,128
– – 1.82% 12
2025
Q3 		$5.48M Hold
8,128
– – 1.84% 12
2025
Q2 		$5.13M Hold
8,128
– – 1.84% 12
2025
Q1 		$4.53M Hold
8,128
– – 1.75% 12
2024
Q4 		$4.98M Sell
8,128
-4
-0% -$2.37K 1.94% 12
2024
Q3 		$4.74M Hold
8,132
– – 1.87% 12
2024
Q2 		$4.58M Hold
8,132
– – 1.86% 12
2024
Q1 		$4.09M Sell
8,132
-21
-0.3% -$10.5K 1.76% 12
2023
Q4 		$3.89M Buy
+8,153
New +$3.65M 1.64% 13

Other funds holding IVV

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
NFA
Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

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

Bear Mountain Capital increased its iShares Core S&P 500 ETF (IVV) stake by 0.18% in Q2 2026, buying an estimated $10.9K and bringing the position to 8,143 shares worth $6.15M. The position accounts for 1.78% of the portfolio, ranked #12.

Bear Mountain Capital first reported a position in IVV in Q4 2023 and has held it in 11 quarters since. 1,947 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Bear Mountain Capital held 8,143 shares of iShares Core S&P 500 ETF worth $6.15M as of Q2 2026.
  • Bear Mountain Capital bought 15 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $10.9K.
  • iShares Core S&P 500 ETF made up 1.78% of Bear Mountain Capital's portfolio in Q2 2026, its #12 holding.
  • Bear Mountain Capital first reported a position in iShares Core S&P 500 ETF in Q4 2023 and has held it in 11 quarters since.
  • 1,947 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

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