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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$2.65K	Buy	+16	New	+$2.68K	﹤0.01%	139

Other funds holding IWS

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return

Zions Bancorporation, National Association Salt Lake City, Utah $1.65B AUM 19.43% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return

Bear Mountain Capital's IWS Position: Q3 2026 in Review

Bear Mountain Capital opened a new position in iShares Russell Mid-Cap Value ETF (IWS) in Q3 2026: 16 shares worth $2.65K. The stake represents ﹤0.01% of the portfolio and ranks #139 among its holdings.

710 funds tracked by Wall St. Rank hold IWS as of Q3 2026.

Bear Mountain Capital held 16 shares of iShares Russell Mid-Cap Value ETF worth $2.65K as of Q3 2026.
iShares Russell Mid-Cap Value ETF was a new Bear Mountain Capital position in Q3 2026.
iShares Russell Mid-Cap Value ETF made up ﹤0.01% of Bear Mountain Capital's portfolio in Q3 2026, its #139 holding.
710 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q3 2026.

Based on Bear Mountain Capital's 13F filing for Q3 2026, filed 4 Nov 2026.