SEC 13F Intelligence

Bear Mountain Capital, Inc. / IVV

Bear Mountain Capital, Inc.’s Ishares Tr Position

Does Bear Mountain Capital, Inc. own Ishares Tr (IVV)? Yes8.1K shares worth $6M (+1.74% of its 13F portfolio) as of Q1 2026.

Position Value
$6M
Q1 2026
Shares
8.1K
% of Portfolio
+1.74%
Quarters Held
10
currently held

Position History IVV

Reported value by quarter
Q4 ’23: $4MQ4 ’23Q1 ’24: $4MQ2 ’24: $5MQ2 ’24Q3 ’24: $5MQ4 ’24: $5MQ4 ’24Q1 ’25: $5MQ2 ’25: $5MQ2 ’25Q3 ’25: $5MQ4 ’25: $6MQ4 ’25Q1 ’26: $6Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 20268.1K$6M+1.74%
Q4 20258.1K$6M+1.82%
Q3 20258.1K$5M+1.84%
Q2 20258.1K$5M+1.84%
Q1 20258.1K$5M+1.75%
Q4 20248.1K$5M+1.94%
Q3 20248.1K$5M+1.87%
Q2 20248.1K$5M+1.86%
Q1 20248.1K$4M+1.76%
Q4 20238.2K$4M+1.64%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Bear Mountain Capital, Inc.’s full portfolio or all institutional holders of IVV.