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Bear Mountain Capital’s iShares Russell 2000 Value ETF IWN Stock Holding History

Bear Mountain Capital’s Portfolio IWN Stock Details IWN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$34.5K Hold
157
– – 0.01% 69
2026
Q1 		$32.6K Hold
157
– – 0.01% 72
2025
Q4 		$30.7K Hold
157
– – 0.01% 78
2025
Q3 		$28.2K Hold
157
– – 0.01% 81
2025
Q2 		$25.6K Sell
157
-226
-59% -$33.7K 0.01% 80
2025
Q1 		$55.9K Hold
383
– – 0.02% 61
2024
Q4 		$64.4K Hold
383
– – 0.03% 55
2024
Q3 		$64.2K Sell
383
-2
-0.5% -$325 0.03% 59
2024
Q2 		$61.6K Sell
385
-34
-8% -$5.2K 0.03% 61
2024
Q1 		$61.2K Sell
419
-2
-0.5% -$303 0.03% 60
2023
Q4 		$61.8K Buy
+421
New +$58.3K 0.03% 64

Other funds holding IWN

DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
WF
WoodTrust Financial Wisconsin Rapids, Wisconsin $842M AUM 28.01% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
WTC
WhitTier Trust Company Reno, Nevada $5.35B AUM 29.91% 1-Year Est. Return

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

Bear Mountain Capital held its iShares Russell 2000 Value ETF (IWN) position steady in Q2 2026 at 157 shares worth $34.5K. The position accounts for 0.01% of the portfolio, ranked #69.

Bear Mountain Capital first reported a position in IWN in Q4 2023 and has held it in 11 quarters since. The position peaked at $64.4K in Q4 2024. 432 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

  • Bear Mountain Capital held 157 shares of iShares Russell 2000 Value ETF worth $34.5K as of Q2 2026.
  • Bear Mountain Capital left its iShares Russell 2000 Value ETF share count unchanged in Q2 2026.
  • iShares Russell 2000 Value ETF made up 0.01% of Bear Mountain Capital's portfolio in Q2 2026, its #69 holding.
  • Bear Mountain Capital first reported a position in iShares Russell 2000 Value ETF in Q4 2023 and has held it in 11 quarters since.
  • Bear Mountain Capital's iShares Russell 2000 Value ETF position peaked at $64.4K in Q4 2024.
  • 432 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

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