DAGCO Inc’s iShares Russell 2000 ETF IWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q3 | $2.24M | Hold |
8,061
| – | – | 0.39% | 42 |
|
|
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% | +$24K | 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 | $2.84M | 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
DAGCO Inc's IWM Position: Q3 2026 in Review
DAGCO Inc held its iShares Russell 2000 ETF (IWM) position steady in Q3 2026 at 8,061 shares worth $2.24M. The position accounts for 0.39% of the portfolio, ranked #42.
DAGCO Inc first reported a position in IWM in Q4 2018 and has held it in 32 quarters since. The position peaked at $6.62M in Q4 2021. 839 funds tracked by Wall St. Rank hold IWM as of Q3 2026.
- DAGCO Inc held 8,061 shares of iShares Russell 2000 ETF worth $2.24M as of Q3 2026.
- DAGCO Inc left its iShares Russell 2000 ETF share count unchanged in Q3 2026.
- iShares Russell 2000 ETF made up 0.39% of DAGCO Inc's portfolio in Q3 2026, its #42 holding.
- DAGCO Inc first reported a position in iShares Russell 2000 ETF in Q4 2018 and has held it in 32 quarters since.
- DAGCO Inc's iShares Russell 2000 ETF position peaked at $6.62M in Q4 2021.
- 839 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2026.
Based on DAGCO Inc's 13F filing for Q3 2026, filed 20 Oct 2026.