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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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. 2,730 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.
2,730 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.