Bear Mountain Capital, Inc. Ishares Russell 1000 Val ETF Transaction History

Bear Mountain Capital, Inc.

$297 Million
Q3 2025

A detailed history of Bear Mountain Capital, Inc. transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Bear Mountain Capital, Inc. holds 257 shares of IWD stock, worth $52,631. This represents 0.02% of its overall portfolio holdings.

Number of Shares

257

Previous 259 0.77%

Holding current value

$52,631

Previous $50,000 4.0%

% of portfolio

0.02%

Previous 0.02%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 10, 2025	SELL	$192.76 - $203.86 $385 - $407	-2 Reduced 0.77%	257 $52,000
Q2 2025 Jul 23, 2025	SELL	$166.82 - $194.23 $95,587 - $111,293	-573 Reduced 68.87%	259 $50,000
Q4 2024 Feb 03, 2025	SELL	$183.23 - $199.79 $3,664 - $3,995	-20 Reduced 2.35%	832 $161 Million
Q3 2024 Oct 29, 2024	SELL	$173.36 - $189.8 $5,374 - $5,883	-31 Reduced 3.51%	852 $163 Million
Q1 2024 Apr 25, 2024	SELL	$161.84 - $179.11 $485 - $537	-3 Reduced 0.34%	883 $150 Million

Q4 2023 Jan 30, 2024	BUY	$143.69 - $165.7 $127,309 - $146,810	886 New	886 $144 Million

Others Institutions Holding IWD

# of Institutions

1,993

Shares Held

265M

Call Options Held

342K

Put Options Held

5.28M

View Full List

About ISHARES RUSSELL 1000 VAL ETF

Ticker IWD
Sector ETFs
Industry ETFs

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Bear Mountain Capital, Inc. Ishares Russell 1000 Val ETF Transaction History