Bill Few Associates’s iShares Russell Mid-Cap ETF IWR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.55M	Hold	14,013	–	–	0.33%	71
2026 Q1	$1.36M	Sell	14,013 -180	-1%	-$18K	0.33%	66
2025 Q4	$1.37M	Hold	14,193	–	–	0.34%	66
2025 Q3	$1.37M	Sell	14,193 -85	-0.6%	-$8.06K	0.35%	62
2025 Q2	$1.31M	Hold	14,278	–	–	0.37%	62
2025 Q1	$1.21M	Hold	14,278	–	–	0.43%	57
2024 Q4	$1.26M	Hold	14,278	–	–	0.44%	58
2024 Q3	$1.26M	Buy	14,278 +712	+5%	+$60K	0.45%	56
2024 Q2	$1.1M	Hold	13,566	–	–	0.42%	58
2024 Q1	$1.14M	Sell	13,566 -172	-1%	-$13.6K	0.46%	55
2023 Q4	$1.07M	Buy	13,738 +4,752	+53%	+$338K	0.49%	55
2023 Q3	$622K	Hold	8,986	–	–	0.33%	62
2023 Q2	$656K	Hold	8,986	–	–	0.34%	60
2023 Q1	$628K	Hold	8,986	–	–	0.35%	59
2022 Q4	$606K	Hold	8,986	–	–	0.36%	59
2022 Q3	$558K	Hold	8,986	–	–	0.38%	58
2022 Q2	$581K	Hold	8,986	–	–	0.37%	55
2022 Q1	$701K	Hold	8,986	–	–	0.38%	54
2021 Q4	$746K	Buy	+8,986	New	+$738K	0.39%	50

Other funds holding IWR

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

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

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Bill Few Associates held its iShares Russell Mid-Cap ETF (IWR) position steady in Q2 2026 at 14,013 shares worth $1.55M. The position accounts for 0.33% of the portfolio, ranked #71.

Bill Few Associates first reported a position in IWR in Q4 2021 and has held it in 19 quarters since. 1,591 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Bill Few Associates held 14,013 shares of iShares Russell Mid-Cap ETF worth $1.55M as of Q2 2026.
Bill Few Associates left its iShares Russell Mid-Cap ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap ETF made up 0.33% of Bill Few Associates's portfolio in Q2 2026, its #71 holding.
Bill Few Associates first reported a position in iShares Russell Mid-Cap ETF in Q4 2021 and has held it in 19 quarters since.
1,591 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

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