Bear Mountain Capital’s iShares Russell Mid-Cap ETF IWR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$656K	Sell	5,978 -657	-10%	-$69.1K	0.19%	32
2026 Q1	$694K	Sell	6,635 -121	-2%	-$12.1K	0.21%	32
2025 Q4	$683K	Sell	6,756 -28	-0.4%	-$2.69K	0.22%	33
2025 Q3	$657K	Hold	6,784	–	–	0.22%	34
2025 Q2	$637K	Hold	6,784	–	–	0.23%	34
2025 Q1	$571K	Sell	6,784 -11	-0.2%	-$981	0.22%	34
2024 Q4	$630K	Hold	6,795	–	–	0.25%	31
2024 Q3	$606K	Sell	6,795 -62	-0.9%	-$5.22K	0.24%	32
2024 Q2	$572K	Buy	6,857 +11	+0.2%	+$895	0.23%	33
2024 Q1	$540K	Sell	6,846 -317	-4%	-$25.1K	0.23%	34
2023 Q4	$544K	Buy	+7,163	New	+$509K	0.23%	35

Other funds holding IWR

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

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

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

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

FWTB

First Western Trust Bank Denver, Colorado $2.05B AUM 0.32% 1-Year Est. Return

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

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

RSWM

Robertson Stephens Wealth Management San Francisco, California $4.06B AUM 32.22% 1-Year Est. Return

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

Bear Mountain Capital reduced its iShares Russell Mid-Cap ETF (IWR) stake by 9.9% in Q2 2026, selling an estimated $69.1K and leaving 5,978 shares worth $656K. The position accounts for 0.19% of the portfolio, ranked #32.

Bear Mountain Capital first reported a position in IWR in Q4 2023 and has held it in 11 quarters since. The position peaked at $694K in Q1 2026. 728 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Bear Mountain Capital held 5,978 shares of iShares Russell Mid-Cap ETF worth $656K as of Q2 2026.
Bear Mountain Capital sold 657 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $69.1K.
iShares Russell Mid-Cap ETF made up 0.19% of Bear Mountain Capital's portfolio in Q2 2026, its #32 holding.
Bear Mountain Capital first reported a position in iShares Russell Mid-Cap ETF in Q4 2023 and has held it in 11 quarters since.
Bear Mountain Capital's iShares Russell Mid-Cap ETF position peaked at $694K in Q1 2026.
728 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

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