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Bear Mountain Capital’s iShares Russell 1000 ETF IWB Stock Holding History

Bear Mountain Capital’s Portfolio IWB Stock Details IWB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.41M Hold
8,296
– – 0.99% 19
2026
Q1 		$3.22M Hold
8,296
– – 0.97% 19
2025
Q4 		$3.15M Hold
8,296
– – 1.02% 21
2025
Q3 		$3.06M Hold
8,296
– – 1.02% 19
2025
Q2 		$2.86M Hold
8,296
– – 1.03% 19
2025
Q1 		$2.52M Hold
8,296
– – 0.98% 20
2024
Q4 		$2.79M Hold
8,296
– – 1.09% 18
2024
Q3 		$2.64M Hold
8,296
– – 1.04% 17
2024
Q2 		$2.54M Hold
8,296
– – 1.03% 17
2024
Q1 		$2.28M Hold
8,296
– – 0.98% 18
2023
Q4 		$2.17M Buy
+8,296
New +$2.03M 0.91% 19

Other funds holding IWB

CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WAG
Winthrop Advisory Group Boston, Massachusetts $1.48B AUM 22.62% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
MAC
Mason & Associates (California) Los Angeles, California $619M AUM 29.44% 1-Year Est. Return
EA
Enclave Advisors Austin, Texas $790M AUM 21.99% 1-Year Est. Return

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

Bear Mountain Capital held its iShares Russell 1000 ETF (IWB) position steady in Q2 2026 at 8,296 shares worth $3.41M. The position accounts for 0.99% of the portfolio, ranked #19.

Bear Mountain Capital first reported a position in IWB in Q4 2023 and has held it in 11 quarters since. 471 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • Bear Mountain Capital held 8,296 shares of iShares Russell 1000 ETF worth $3.41M as of Q2 2026.
  • Bear Mountain Capital left its iShares Russell 1000 ETF share count unchanged in Q2 2026.
  • iShares Russell 1000 ETF made up 0.99% of Bear Mountain Capital's portfolio in Q2 2026, its #19 holding.
  • Bear Mountain Capital first reported a position in iShares Russell 1000 ETF in Q4 2023 and has held it in 11 quarters since.
  • 471 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

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