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

Bear Mountain Capital’s Portfolio IWF Stock Details IWF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$62.1K Hold
504
– – 0.02% 54
2026
Q1 		$59.8K Hold
504
– – 0.02% 56
2025
Q4 		$59.3K Hold
504
– – 0.02% 60
2025
Q3 		$59.5K Sell
504
-4
-0.8% -$445 0.02% 60
2025
Q2 		$55.2K Sell
508
-1,092
-68% -$104K 0.02% 64
2025
Q1 		$147K Hold
1,600
– – 0.06% 42
2024
Q4 		$167K Sell
1,600
-148
-8% -$14.6K 0.07% 37
2024
Q3 		$166K Sell
1,748
-20
-1% -$1.81K 0.07% 43
2024
Q2 		$167K Sell
1,768
-136
-7% -$11.6K 0.07% 43
2024
Q1 		$154K Sell
1,904
-8
-0.4% -$645 0.07% 45
2023
Q4 		$146K Buy
+1,912
New +$135K 0.06% 46

Other funds holding IWF

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
OC
Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
VWM
Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return

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

Bear Mountain Capital held its iShares Russell 1000 Growth ETF (IWF) position steady in Q2 2026 at 504 shares worth $62.1K. The position accounts for 0.02% of the portfolio, ranked #54.

Bear Mountain Capital first reported a position in IWF in Q4 2023 and has held it in 11 quarters since. The position peaked at $167K in Q4 2024. 1,167 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • Bear Mountain Capital held 504 shares of iShares Russell 1000 Growth ETF worth $62.1K as of Q2 2026.
  • Bear Mountain Capital left its iShares Russell 1000 Growth ETF share count unchanged in Q2 2026.
  • iShares Russell 1000 Growth ETF made up 0.02% of Bear Mountain Capital's portfolio in Q2 2026, its #54 holding.
  • Bear Mountain Capital first reported a position in iShares Russell 1000 Growth ETF in Q4 2023 and has held it in 11 quarters since.
  • Bear Mountain Capital's iShares Russell 1000 Growth ETF position peaked at $167K in Q4 2024.
  • 1,167 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

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