Bill Few Associates
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Bill Few Associates’s iShares Russell 2500 ETF SMMD Stock Holding History

Bill Few Associates’s Portfolio SMMD Stock Details SMMD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$719K Buy
8,413
+1,710
+26% +$154K 0.15% 111
2026
Q2 		$614K Buy
6,703
+1,887
+39% +$162K 0.13% 117
2026
Q1 		$368K Buy
4,816
+2,147
+80% +$169K 0.09% 148
2025
Q4 		$200K Buy
+2,669
New +$199K 0.05% 197

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Truist Financial
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Diesslin Group
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LPL Financial
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Wealthcare Advisory Partners
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CWA Asset Management Group
CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return

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

Bill Few Associates increased its iShares Russell 2500 ETF (SMMD) stake by 26% in Q3 2026, buying an estimated $154K and bringing the position to 8,413 shares worth $719K. The position accounts for 0.15% of the portfolio, ranked #111.

Bill Few Associates first reported a position in SMMD in Q4 2025 and has held it in 4 quarters since. 143 funds tracked by Wall St. Rank hold SMMD as of Q3 2026.

  • Bill Few Associates held 8,413 shares of iShares Russell 2500 ETF worth $719K as of Q3 2026.
  • Bill Few Associates bought 1,710 iShares Russell 2500 ETF shares in Q3 2026, an estimated $154K.
  • iShares Russell 2500 ETF made up 0.15% of Bill Few Associates's portfolio in Q3 2026, its #111 holding.
  • Bill Few Associates first reported a position in iShares Russell 2500 ETF in Q4 2025 and has held it in 4 quarters since.
  • 143 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q3 2026.

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