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Dickmeyer Boyce Financial Management’s iShares Russell 2000 ETF IWM Stock Holding History

Dickmeyer Boyce Financial Management’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
Q3 		$265K Buy
952
+1
+0.1% +$294 0.14% 114
2026
Q2 		$286K Buy
951
+48
+5% +$13.5K 0.15% 112
2026
Q1 		$224K Buy
+903
New +$233K 0.13% 112

Other funds holding IWM

SP
Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return
AIC
Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
KWM
Kaydan Wealth Management Fenton, Michigan $291M AUM 15.62% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return

Dickmeyer Boyce Financial Management's IWM Position: Q3 2026 in Review

Dickmeyer Boyce Financial Management increased its iShares Russell 2000 ETF (IWM) stake by 0.11% in Q3 2026, buying an estimated $294 and bringing the position to 952 shares worth $265K. The position accounts for 0.14% of the portfolio, ranked #114.

Dickmeyer Boyce Financial Management first reported a position in IWM in Q1 2026 and has held it in 3 quarters since. The position peaked at $286K in Q2 2026. 99 funds tracked by Wall St. Rank hold IWM as of Q3 2026.

  • Dickmeyer Boyce Financial Management held 952 shares of iShares Russell 2000 ETF worth $265K as of Q3 2026.
  • Dickmeyer Boyce Financial Management bought 1 iShares Russell 2000 ETF share in Q3 2026, an estimated $294.
  • iShares Russell 2000 ETF made up 0.14% of Dickmeyer Boyce Financial Management's portfolio in Q3 2026, its #114 holding.
  • Dickmeyer Boyce Financial Management first reported a position in iShares Russell 2000 ETF in Q1 2026 and has held it in 3 quarters since.
  • Dickmeyer Boyce Financial Management's iShares Russell 2000 ETF position peaked at $286K in Q2 2026.
  • 99 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2026.

Based on Dickmeyer Boyce Financial Management's 13F filing for Q3 2026, filed 8 Oct 2026.