DI
IWR icon

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
Q3 		$2.55M Buy
23,918
+56
+0.2% +$6.2K 0.44% 35
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 		$6.32M 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

Washington Trust
Washington Trust Westerly, Rhode Island $3.23B AUM 23.24% 1-Year Est. Return
Robertson Stephens Wealth Management
Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Badgley Phelps Wealth Managers
Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 1-Year Est. Return
Albion Financial Group
Albion Financial Group Salt Lake City, Utah $1.77B AUM 14.95% 1-Year Est. Return
Wilmington Savings Fund Society
Wilmington Savings Fund Society Wilmington, Delaware $4.39B AUM 17.99% 1-Year Est. Return
Stegner Investment Associates
Stegner Investment Associates Louisville, Kentucky $215M AUM 15.51% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Valeo Financial Advisors
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.14% 1-Year Est. Return
Coastline Trust
Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 1-Year Est. Return

DAGCO Inc's IWR Position: Q3 2026 in Review

DAGCO Inc increased its iShares Russell Mid-Cap ETF (IWR) stake by 0.23% in Q3 2026, buying an estimated $6.2K and bringing the position to 23,918 shares worth $2.55M. The position accounts for 0.44% of the portfolio, ranked #35.

DAGCO Inc first reported a position in IWR in Q3 2020 and has held it in 24 quarters since. The position peaked at $6.32M in Q4 2021. 541 funds tracked by Wall St. Rank hold IWR as of Q3 2026.

  • DAGCO Inc held 23,918 shares of iShares Russell Mid-Cap ETF worth $2.55M as of Q3 2026.
  • DAGCO Inc bought 56 iShares Russell Mid-Cap ETF shares in Q3 2026, an estimated $6.2K.
  • iShares Russell Mid-Cap ETF made up 0.44% of DAGCO Inc's portfolio in Q3 2026, its #35 holding.
  • DAGCO Inc first reported a position in iShares Russell Mid-Cap ETF in Q3 2020 and has held it in 24 quarters since.
  • DAGCO Inc's iShares Russell Mid-Cap ETF position peaked at $6.32M in Q4 2021.
  • 541 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q3 2026.

Based on DAGCO Inc's 13F filing for Q3 2026, filed 20 Oct 2026.