Kroeger Financial Partners’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Kroeger Financial Partners’s Portfolio IUSG Stock Details IUSG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$357K	Buy	+1,899	New	+$343K	0.35%	30

Other funds holding IUSG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

DDFG Inc Thousand Oaks, California $504M AUM 18.61% 1-Year Est. Return

Aurdan Capital Management Wayne, Pennsylvania $394M AUM 19.7% 1-Year Est. Return

Veracity Capital Atlanta, Georgia $370M AUM 45.62% 1-Year Est. Return

Voisard Asset Management Group Grand Rapids, Michigan $529M AUM 21.43% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

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

Kroeger Financial Partners opened a new position in iShares Core S&P US Growth ETF (IUSG) in Q2 2026: 1,899 shares worth $357K. The stake represents 0.35% of the portfolio and ranks #30 among its holdings.

359 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

Kroeger Financial Partners held 1,899 shares of iShares Core S&P US Growth ETF worth $357K as of Q2 2026.
iShares Core S&P US Growth ETF was a new Kroeger Financial Partners position in Q2 2026.
iShares Core S&P US Growth ETF made up 0.35% of Kroeger Financial Partners's portfolio in Q2 2026, its #30 holding.
359 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

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