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Kroeger Financial Partners’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Kroeger Financial Partners’s Portfolio IJR Stock Details IJR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$109K Buy
+735
New +$101K 0.11% 63

Other funds holding IJR

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
NFA
Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return
FMII
Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 1-Year Est. Return

Kroeger Financial Partners's IJR Position: Q2 2026 in Review

Kroeger Financial Partners opened a new position in iShares Core S&P Small-Cap ETF (IJR) in Q2 2026: 735 shares worth $109K. The stake represents 0.11% of the portfolio and ranks #63 among its holdings.

1,274 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • Kroeger Financial Partners held 735 shares of iShares Core S&P Small-Cap ETF worth $109K as of Q2 2026.
  • iShares Core S&P Small-Cap ETF was a new Kroeger Financial Partners position in Q2 2026.
  • iShares Core S&P Small-Cap ETF made up 0.11% of Kroeger Financial Partners's portfolio in Q2 2026, its #63 holding.
  • 1,274 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Kroeger Financial Partners's 13F filing for Q2 2026, filed 27 Jul 2026.