Bill Few Associates’s iShares Russell 2000 ETF IWM Stock Holding History

Bill Few Associates’s Portfolio IWM Stock Details IWM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.03M	Sell	3,413 -136	-4%	-$38.2K	0.22%	91
2026 Q1	$880K	Hold	3,549	–	–	0.21%	89
2025 Q4	$874K	Hold	3,549	–	–	0.21%	87
2025 Q3	$859K	Sell	3,549 -21	-0.6%	-$4.82K	0.22%	87
2025 Q2	$770K	Hold	3,570	–	–	0.22%	85
2025 Q1	$712K	Sell	3,570 -45	-1%	-$9.76K	0.25%	79
2024 Q4	$799K	Hold	3,615	–	–	0.28%	73
2024 Q3	$799K	Hold	3,615	–	–	0.28%	71
2024 Q2	$733K	Hold	3,615	–	–	0.28%	71
2024 Q1	$760K	Sell	3,615 -144	-4%	-$28.7K	0.31%	66
2023 Q4	$754K	Buy	3,759 +1,004	+36%	+$180K	0.34%	63
2023 Q3	$487K	Sell	2,755 -373	-12%	-$70K	0.25%	75
2023 Q2	$586K	Buy	3,128 +444	+17%	+$79.2K	0.3%	68
2023 Q1	$479K	Hold	2,684	–	–	0.27%	73
2022 Q4	$468K	Hold	2,684	–	–	0.28%	72
2022 Q3	$442K	Sell	2,684 -12	-0.4%	-$2.19K	0.3%	64
2022 Q2	$457K	Buy	2,696 +44	+2%	+$8.11K	0.29%	67
2022 Q1	$544K	Sell	2,652 -245	-8%	-$50K	0.3%	64
2021 Q4	$644K	Buy	+2,897	New	+$655K	0.33%	56

Other funds holding IWM

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return

FFBTD

First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 1-Year Est. Return

AHC

Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

OFS Enterprise Kearney, Nebraska $392M AUM

EWM

Edge Wealth Management New York $594M AUM 24.92% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

HCM

Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

Bill Few Associates's IWM Position: Q2 2026 in Review

Bill Few Associates reduced its iShares Russell 2000 ETF (IWM) stake by 3.8% in Q2 2026, selling an estimated $38.2K and leaving 3,413 shares worth $1.03M. The position accounts for 0.22% of the portfolio, ranked #91.

Bill Few Associates first reported a position in IWM in Q4 2021 and has held it in 19 quarters since. 526 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Bill Few Associates held 3,413 shares of iShares Russell 2000 ETF worth $1.03M as of Q2 2026.
Bill Few Associates sold 136 iShares Russell 2000 ETF shares in Q2 2026, an estimated $38.2K.
iShares Russell 2000 ETF made up 0.22% of Bill Few Associates's portfolio in Q2 2026, its #91 holding.
Bill Few Associates first reported a position in iShares Russell 2000 ETF in Q4 2021 and has held it in 19 quarters since.
526 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Bill Few Associates's 13F filing for Q2 2026, filed 7 Jul 2026.