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
2025 Q2	$50.7K	Sell
2025 Q1	$151K	Hold
2024 Q4	$161K	Sell
2024 Q3	$163K	Sell
2024 Q2	$158K	Hold
2024 Q1	$150K	Sell
2023 Q4	$144K	Buy