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DAGCO Inc’s iShares Russell Mid-Cap ETF IWR Stock Holding History

DAGCO Inc’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 		$2.63M Sell
23,862
-171
-0.7% -$18K 0.49% 35
2026
Q1 		$2.34M Sell
24,033
-929
-4% -$92.8K 0.51% 34
2025
Q4 		$2.4M Sell
24,962
-942
-4% -$90.6K 0.56% 31
2025
Q3 		$2.5M Sell
25,904
-210
-0.8% -$19.9K 0.63% 29
2025
Q2 		$2.4M Sell
26,114
-482
-2% -$41.6K 0.67% 29
2025
Q1 		$2.26M Sell
26,596
-996
-4% -$88.8K 0.73% 27
2024
Q4 		$2.44M Sell
27,592
-1,272
-4% -$115K 0.81% 26
2024
Q3 		$2.54M Sell
28,864
-1,919
-6% -$162K 1.04% 22
2024
Q2 		$2.5M Sell
30,783
-51
-0.2% -$4.15K 1.11% 23
2024
Q1 		$2.59M Buy
+30,834
New +$2.44M 1.18% 22
2023
Q4 		– Sell
-12,781
Closed -$4M – 257
2023
Q3 		$4M Sell
12,781
-20,388
-61% -$1.49M 2.06% 13
2023
Q2 		$2.42M Sell
33,169
-7,266
-18% -$505K 1.2% 25
2023
Q1 		$2.83M Sell
40,435
-22,351
-36% -$1.58M 1.52% 18
2022
Q4 		$4.23M Sell
62,786
-12,549
-17% -$846K 2.48% 9
2022
Q3 		$4.68M Sell
75,335
-1,700
-2% -$117K 2.94% 10
2022
Q2 		$4.98M Sell
77,035
-1,898
-2% -$135K 2.57% 12
2022
Q1 		$6.15M Buy
78,933
+2,738
+4% +$211K 2.79% 11
2021
Q4 		$6.33M Buy
76,195
+2,078
+3% +$171K 2.49% 12
2021
Q3 		$5.8M Buy
74,117
+1,977
+3% +$158K 2.49% 13
2021
Q2 		$5.72M Buy
72,140
+2,588
+4% +$201K 2.54% 13
2021
Q1 		$5.14M Buy
69,552
+649
+0.9% +$46.9K 2.55% 12
2020
Q4 		$4.72M Buy
68,903
+2,611
+4% +$166K 2.62% 11
2020
Q3 		$3.8M Buy
+66,292
New +$3.77M 2.57% 7

Other funds holding IWR

OC
Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
AFG
Albion Financial Group Salt Lake City, Utah $1.73B AUM 20.99% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
CIG
Consolidated Investment Group Englewood, Colorado $1.15B AUM 55.26% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

DAGCO Inc's IWR Position: Q2 2026 in Review

DAGCO Inc reduced its iShares Russell Mid-Cap ETF (IWR) stake by 0.71% in Q2 2026, selling an estimated $18K and leaving 23,862 shares worth $2.63M. The position accounts for 0.49% of the portfolio, ranked #35.

DAGCO Inc first reported a position in IWR in Q3 2020 and has held it in 23 quarters since. The position peaked at $6.33M in Q4 2021. 440 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

  • DAGCO Inc held 23,862 shares of iShares Russell Mid-Cap ETF worth $2.63M as of Q2 2026.
  • DAGCO Inc sold 171 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $18K.
  • iShares Russell Mid-Cap ETF made up 0.49% of DAGCO Inc's portfolio in Q2 2026, its #35 holding.
  • DAGCO Inc first reported a position in iShares Russell Mid-Cap ETF in Q3 2020 and has held it in 23 quarters since.
  • DAGCO Inc's iShares Russell Mid-Cap ETF position peaked at $6.33M in Q4 2021.
  • 440 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

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