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iShares S&P SmallCap 600 Index shares owned by Bear Mountain Capital

Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Bear Mountain Capital from 13F filings

Historical chart of Bear Mountain Capital investment in iShares S&P SmallCap 600 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P SmallCap 600 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 SmallCap 600 Index by Bear Mountain Capital

Quarter filed Position value Share count Share price at filing
2025-09-30 $64k 533 119.79
2025-06-30 $60k 533 111.87
2025-03-31 $54k 533 100.84
2024-12-31 $89k 744 119.32
2024-09-30 $87k 744 117.14
2024-06-30 $83k 744 111.29
2024-03-31 $76k 744 102.13
2023-12-31 $84k 809 103.33

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 S&P SmallCap 600 Index

Northwestern Mutual Wealth Management Company
FMR
Morgan Stanley
LPL Financial
Wells Fargo & Company
Jones Financial Companies, L.L
Envestnet Asset Management
Raymond James Financial
Bank of New York Mellon
UBS Group
Northern Trust
BlackRock
Pnc Financial Services
Financial Engines Advisors L.L.C
Royal Bank of Canada

View all funds holding iShares S&P SmallCap 600 Index