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DAGCO Inc’s iShares Russell 2000 ETF IWM Stock Holding History

DAGCO Inc’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 		$2.42M Buy
8,061
+200
+3% +$56.2K 0.45% 38
2026
Q1 		$1.95M Sell
7,861
-150
-2% -$38.7K 0.42% 37
2025
Q4 		$1.97M Sell
8,011
-601
-7% -$148K 0.46% 37
2025
Q3 		$2.08M Sell
8,612
-472
-5% -$108K 0.52% 33
2025
Q2 		$1.96M Sell
9,084
-407
-4% -$81.9K 0.55% 34
2025
Q1 		$1.89M Sell
9,491
-1,071
-10% -$232K 0.61% 33
2024
Q4 		$2.33M Sell
10,562
-594
-5% -$135K 0.77% 27
2024
Q3 		$2.46M Sell
11,156
-904
-7% -$193K 1.01% 25
2024
Q2 		$2.45M Buy
12,060
+119
+1% +$24.1K 1.09% 25
2024
Q1 		$2.51M Buy
11,941
+11,257
+1,646% +$2.25M 1.14% 25
2023
Q4 		$137K Sell
684
-4,316
-86% -$773K 0.13% 78
2023
Q3 		$985K Sell
5,000
-8,068
-62% -$1.51M 0.51% 40
2023
Q2 		$2.45M Sell
13,068
-3,504
-21% -$625K 1.22% 24
2023
Q1 		$2.96M Sell
16,572
-7,826
-32% -$1.44M 1.59% 17
2022
Q4 		$4.25M Sell
24,398
-4,271
-15% -$760K 2.49% 8
2022
Q3 		$4.73M Sell
28,669
-1,039
-3% -$190K 2.97% 9
2022
Q2 		$5.03M Sell
29,708
-1,800
-6% -$332K 2.59% 11
2022
Q1 		$6.35M Buy
31,508
+1,753
+6% +$358K 2.88% 10
2021
Q4 		$6.62M Buy
29,755
+1,311
+5% +$296K 2.6% 9
2021
Q3 		$6.22M Buy
28,444
+916
+3% +$203K 2.67% 12
2021
Q2 		$6.31M Buy
27,528
+1,619
+6% +$364K 2.8% 10
2021
Q1 		$5.72M Buy
25,909
+215
+0.8% +$46.9K 2.84% 10
2020
Q4 		$5.04M Buy
25,694
+1,944
+8% +$340K 2.8% 9
2020
Q3 		$3.56M Buy
23,750
+2,944
+14% +$443K 2.4% 9
2020
Q2 		$2.98M Buy
20,806
+561
+3% +$73.6K 2.99% 4
2020
Q1 		$2.32M Sell
20,245
-890
-4% -$133K 2.52% 9
2019
Q4 		$3.5M Buy
21,135
+1,485
+8% +$235K 3.1% 5
2019
Q3 		$2.97M Buy
19,650
+1,418
+8% +$217K 2.98% 5
2019
Q2 		$2.83M Buy
18,232
+44
+0.2% +$6.78K 2.98% 4
2019
Q1 		$2.78M Sell
18,188
-190
-1% -$28.6K 3% 4
2018
Q4 		$2.46M Buy
+18,378
New +$2.74M 3.05% 3

Other funds holding IWM

SP
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
PI
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
VWM
Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return
OE
OFS Enterprise Kearney, Nebraska $392M AUM
EWM
Edge Wealth Management New York $594M AUM 24.92% 1-Year Est. Return

DAGCO Inc's IWM Position: Q2 2026 in Review

DAGCO Inc increased its iShares Russell 2000 ETF (IWM) stake by 2.5% in Q2 2026, buying an estimated $56.2K and bringing the position to 8,061 shares worth $2.42M. The position accounts for 0.45% of the portfolio, ranked #38.

DAGCO Inc first reported a position in IWM in Q4 2018 and has held it in 31 quarters since. The position peaked at $6.62M in Q4 2021. 596 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • DAGCO Inc held 8,061 shares of iShares Russell 2000 ETF worth $2.42M as of Q2 2026.
  • DAGCO Inc bought 200 iShares Russell 2000 ETF shares in Q2 2026, an estimated $56.2K.
  • iShares Russell 2000 ETF made up 0.45% of DAGCO Inc's portfolio in Q2 2026, its #38 holding.
  • DAGCO Inc first reported a position in iShares Russell 2000 ETF in Q4 2018 and has held it in 31 quarters since.
  • DAGCO Inc's iShares Russell 2000 ETF position peaked at $6.62M in Q4 2021.
  • 596 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on DAGCO Inc's 13F filing for Q2 2026, filed 10 Jul 2026.