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Ishares High Dividend Equity F shares owned by Bear Mountain Capital

Quarter-by-quarter ownership of Ishares High Dividend Equity F (HDV) shares owned by Bear Mountain Capital from 13F filings

Historical chart of Bear Mountain Capital investment in Ishares High Dividend Equity F

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All positions including Ishares High Dividend Equity F held by Bear Mountain Capital consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares High Dividend Equity F by Bear Mountain Capital

Quarter filed Position value Share count Share price at filing
2025-09-30 $19k 153 122.68
2025-06-30 $18k 152 119.03
2025-03-31 $17k 151 115.18

More positions owned by Bear Mountain Capital

Vanguard Mid Cap Etf (VO)
Vanguard S&p 500 Etf Etf (VOO)
Ishares Amt-free Muni Bond Etf Etf (MUB)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Ishares Msci Eafe Small Cap Etf Etf (SCZ)
Vanguard Short-term Corporate Bond Etf Etf (VCSH)
Vanguard Total Bond Market Etf Etf (BND)
Vanguard Ftse Emerging Markets Etf Etf (VWO)
Vanguard Small Cap Etf Etf (VB)
Vanguard Real Estate Etf Etf (VNQ)
Vanguard Total International Bond Etf Etf (BNDX)
Ishares Core S&p 500 Etf Etf (IVV)
Ishares Esg Optimized Msci Usa Etf Etf (SUSA)
Vanguard Total Stock Market Etf Etf (VTI)
Ishares Esg Aware 1-5 Year Usd Corporate Bond Etf Etf (SUSB)

View all positions for Bear Mountain Capital

Top funds holding Ishares High Dividend Equity F

Morgan Stanley
LPL Financial
UBS Group
Wells Fargo & Company
Jpmorgan Chase & Co
Royal Bank of Canada
Raymond James Financial
Janney Montgomery Scott
Advantus Capital Management
Jones Financial Companies, L.L
Envestnet Asset Management
Ameriprise Financial
Citadel Advisors
M^T Bank Corporation
BlackRock

View all funds holding Ishares High Dividend Equity F