Bill Few Associates
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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
Q3 		$948K Hold
3,413
– – 0.2% 94
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% -$9.8K 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

Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $483B AUM 41.26% 1-Year Est. Return
Catalyst Capital Advisors
Catalyst Capital Advisors Huntington, New York $6.21B AUM 15.35% 1-Year Est. Return
Millburn Ridgefield Corp
Millburn Ridgefield Corp New York $5.45B AUM 11.92% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Bill Few Associates's IWM Position: Q3 2026 in Review

Bill Few Associates held its iShares Russell 2000 ETF (IWM) position steady in Q3 2026 at 3,413 shares worth $948K. The position accounts for 0.2% of the portfolio, ranked #94.

Bill Few Associates first reported a position in IWM in Q4 2021 and has held it in 20 quarters since. The position peaked at $1.03M in Q2 2026. 1,670 funds tracked by Wall St. Rank hold IWM as of Q3 2026.

  • Bill Few Associates held 3,413 shares of iShares Russell 2000 ETF worth $948K as of Q3 2026.
  • Bill Few Associates left its iShares Russell 2000 ETF share count unchanged in Q3 2026.
  • iShares Russell 2000 ETF made up 0.2% of Bill Few Associates's portfolio in Q3 2026, its #94 holding.
  • Bill Few Associates first reported a position in iShares Russell 2000 ETF in Q4 2021 and has held it in 20 quarters since.
  • Bill Few Associates's iShares Russell 2000 ETF position peaked at $1.03M in Q2 2026.
  • 1,670 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2026.

Based on Bill Few Associates's 13F filing for Q3 2026, filed 9 Oct 2026.