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Bear Mountain Capital »

iShares Russell 1000 Value Index shares owned by Bear Mountain Capital

Quarter-by-quarter ownership of iShares Russell 1000 Value Index (IWD) shares owned by Bear Mountain Capital from 13F filings

Historical chart of Bear Mountain Capital investment in iShares Russell 1000 Value Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 1000 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 Russell 1000 Value Index by Bear Mountain Capital

Quarter filed	Position value	Share count	Share price at filing
2025-09-30	$53k	257	205.08
2025-06-30	$51k	259	195.88
2025-03-31	$152k	832	182.07
2024-12-31	$161k	832	193.95
2024-09-30	$164k	852	191.89
2024-06-30	$158k	883	178.67
2024-03-31	$150k	883	169.40
2023-12-31	$144k	886	162.92

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 Russell 1000 Value Index

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View all funds holding iShares Russell 1000 Value Index

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