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Dickmeyer Boyce Financial Management’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Dickmeyer Boyce Financial Management’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 		$7.39M Buy
69,277
+874
+1% +$96.7K 3.78% 5
2026
Q2 		$7.55M Buy
68,403
+1,346
+2% +$142K 3.91% 3
2026
Q1 		$6.52M Buy
+67,057
New +$6.7M 3.84% 4

Other funds holding IWR

VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
CT
Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return
PA
PFW Advisors Atlanta, Georgia $337M AUM 11.56% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
SC
Steph & Co Marinette, Wisconsin $392M AUM 12.64% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM
AIM
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

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

Dickmeyer Boyce Financial Management increased its iShares Russell Mid-Cap ETF (IWR) stake by 1.3% in Q3 2026, buying an estimated $96.7K and bringing the position to 69,277 shares worth $7.39M. The position accounts for 3.78% of the portfolio, ranked #5.

Dickmeyer Boyce Financial Management first reported a position in IWR in Q1 2026 and has held it in 3 quarters since. The position peaked at $7.55M in Q2 2026. 74 funds tracked by Wall St. Rank hold IWR as of Q3 2026.

  • Dickmeyer Boyce Financial Management held 69,277 shares of iShares Russell Mid-Cap ETF worth $7.39M as of Q3 2026.
  • Dickmeyer Boyce Financial Management bought 874 iShares Russell Mid-Cap ETF shares in Q3 2026, an estimated $96.7K.
  • iShares Russell Mid-Cap ETF made up 3.78% of Dickmeyer Boyce Financial Management's portfolio in Q3 2026, its #5 holding.
  • Dickmeyer Boyce Financial Management first reported a position in iShares Russell Mid-Cap ETF in Q1 2026 and has held it in 3 quarters since.
  • Dickmeyer Boyce Financial Management's iShares Russell Mid-Cap ETF position peaked at $7.55M in Q2 2026.
  • 74 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q3 2026.

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