Bear Mountain Capital’s iShares Russell 2000 Growth ETF IWO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$34.8K	Hold	91	–	–	0.01%	68
2026 Q1	$32.6K	Hold	91	–	–	0.01%	71
2025 Q4	$31.7K	Hold	91	–	–	0.01%	75
2025 Q3	$29.9K	Hold	91	–	–	0.01%	79
2025 Q2	$26.6K	Sell	91 -130	-59%	-$34.2K	0.01%	78
2025 Q1	$56.4K	Hold	221	–	–	0.02%	60
2024 Q4	$66.9K	Sell	221 -9	-4%	-$2.66K	0.03%	54
2024 Q3	$66.2K	Sell	230 -18	-7%	-$4.93K	0.03%	56
2024 Q2	$68.4K	Hold	248	–	–	0.03%	59
2024 Q1	$61.5K	Sell	248 -2	-0.8%	-$511	0.03%	59
2023 Q4	$60.3K	Buy	+250	New	+$56.4K	0.03%	65

Other funds holding IWO

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

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

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

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

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

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

CWS

Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return

SGAM

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

WoodTrust Financial Wisconsin Rapids, Wisconsin $842M AUM 28.01% 1-Year Est. Return

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

Bear Mountain Capital held its iShares Russell 2000 Growth ETF (IWO) position steady in Q2 2026 at 91 shares worth $34.8K. The position accounts for 0.01% of the portfolio, ranked #68.

Bear Mountain Capital first reported a position in IWO in Q4 2023 and has held it in 11 quarters since. The position peaked at $68.4K in Q2 2024. 452 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

Bear Mountain Capital held 91 shares of iShares Russell 2000 Growth ETF worth $34.8K as of Q2 2026.
Bear Mountain Capital left its iShares Russell 2000 Growth ETF share count unchanged in Q2 2026.
iShares Russell 2000 Growth ETF made up 0.01% of Bear Mountain Capital's portfolio in Q2 2026, its #68 holding.
Bear Mountain Capital first reported a position in iShares Russell 2000 Growth ETF in Q4 2023 and has held it in 11 quarters since.
Bear Mountain Capital's iShares Russell 2000 Growth ETF position peaked at $68.4K in Q2 2024.
452 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

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