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
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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 |
|---|---|---|---|
| 2025-09-30 | $34k | 258 | 130.13 |
| 2025-06-30 | $33k | 258 | 126.61 |
| 2025-03-31 | $101k | 883 | 114.73 |
| 2024-12-31 | $115k | 883 | 130.10 |
| 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 |
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