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iShares S&P MidCap 400 Value Index shares owned by Bear Mountain Capital

Quarter-by-quarter ownership of iShares S&P MidCap 400 Value Index (IJJ) shares owned by Bear Mountain Capital from 13F filings

Historical chart of Bear Mountain Capital investment in iShares S&P MidCap 400 Value Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P MidCap 400 Value Index 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 S&P MidCap 400 Value Index by Bear Mountain Capital

Quarter filed Position value Share count Share price at filing
2024-09-30 $123k 982 125.45
2024-06-30 $116k 986 117.30
2024-03-31 $108k 986 109.44
2023-12-31 $109k 990 110.26

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 Short-term Corporate Bond Etf Etf (VCSH)
Ishares Msci Eafe Small Cap Etf Etf (SCZ)
Vanguard Ftse Developed Markets Etf Etf (VEA)
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 Msci Usa Esg Select 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 S&P MidCap 400 Value Index

Wells Fargo & Company
FMR
Bank of America Corporation
UBS Group
Envestnet Asset Management
Pnc Financial Services
Ameriprise Financial
D.A. Davidson & Co.
Financial Engines Advisors L.L.C
Cullen Frost Bankers
Northern Trust
Raymond James & Associates
Evensky & Katz
LPL Financial
Northwestern Mutual Wealth Management Company

View all funds holding iShares S&P MidCap 400 Value Index