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Bear Mountain Capital’s iShares US Financials ETF IYF Stock Holding History

Bear Mountain Capital’s Portfolio IYF Stock Details IYF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-1,200
Closed -$151K – 217
2026
Q1 		$151K Hold
1,200
– – 0.05% 41
2025
Q4 		$156K Hold
1,200
– – 0.05% 42
2025
Q3 		$147K Hold
1,200
– – 0.05% 42
2025
Q2 		$147K Hold
1,200
– – 0.05% 41
2025
Q1 		$133K Hold
1,200
– – 0.05% 43
2024
Q4 		$140K Hold
1,200
– – 0.05% 41
2024
Q3 		$130K Hold
1,200
– – 0.05% 46
2024
Q2 		$118K Sell
1,200
-1,497
-56% -$140K 0.05% 47
2024
Q1 		$241K Hold
2,697
– – 0.1% 41
2023
Q4 		$227K Buy
+2,697
New +$210K 0.1% 41

Other funds holding IYF

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Bear Mountain Capital sold out of iShares US Financials ETF (IYF) in Q2 2026, closing a stake of 1,200 shares — an estimated $151K sold.

Bear Mountain Capital first reported a position in IYF in Q4 2023 and held it in 10 quarters. The position peaked at $241K in Q1 2024. 460 funds tracked by Wall St. Rank hold IYF as of Q2 2026.

  • Bear Mountain Capital reported no remaining iShares US Financials ETF position as of Q2 2026 after selling out during the quarter.
  • Bear Mountain Capital sold 1,200 iShares US Financials ETF shares in Q2 2026, an estimated $151K.
  • Bear Mountain Capital first reported a position in iShares US Financials ETF in Q4 2023 and held it in 10 quarters.
  • Bear Mountain Capital's iShares US Financials ETF position peaked at $241K in Q1 2024.
  • 460 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q2 2026.

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