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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$63.1K	Hold	256	–	–	0.02%	53
2026 Q1	$58.2K	Hold	256	–	–	0.02%	57
2025 Q4	$56.1K	Sell	256 -1	-0.4%	-$207	0.02%	63
2025 Q3	$52.7K	Sell	257 -2	-0.8%	-$398	0.02%	67
2025 Q2	$50.7K	Sell	259 -573	-69%	-$106K	0.02%	65
2025 Q1	$151K	Hold	832	–	–	0.06%	40
2024 Q4	$161K	Sell	832 -20	-2%	-$3.84K	0.06%	38
2024 Q3	$163K	Sell	852 -31	-4%	-$5.65K	0.06%	44
2024 Q2	$158K	Hold	883	–	–	0.06%	45
2024 Q1	$150K	Sell	883 -3	-0.3%	-$508	0.06%	46
2023 Q4	$144K	Buy	+886	New	+$137K	0.06%	47

Other funds holding IWD

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return

WPW

Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CFB

Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

SGAM

Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

MAM

Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return

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

Bear Mountain Capital held its iShares Russell 1000 Value ETF (IWD) position steady in Q2 2026 at 256 shares worth $63.1K. The position accounts for 0.02% of the portfolio, ranked #53.

Bear Mountain Capital first reported a position in IWD in Q4 2023 and has held it in 11 quarters since. The position peaked at $163K in Q3 2024. 888 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Bear Mountain Capital held 256 shares of iShares Russell 1000 Value ETF worth $63.1K as of Q2 2026.
Bear Mountain Capital left its iShares Russell 1000 Value ETF share count unchanged in Q2 2026.
iShares Russell 1000 Value ETF made up 0.02% of Bear Mountain Capital's portfolio in Q2 2026, its #53 holding.
Bear Mountain Capital first reported a position in iShares Russell 1000 Value ETF in Q4 2023 and has held it in 11 quarters since.
Bear Mountain Capital's iShares Russell 1000 Value ETF position peaked at $163K in Q3 2024.
888 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

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