Kroeger Financial Partners’s iShares Core S&P US Value ETF IUSV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$355K	Buy	+3,222	New	+$349K	0.34%	31

Other funds holding IUSV

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

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

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

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

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

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

Canandaigua National Bank & Trust Canandaigua, New York $1.19B AUM

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

McGlone Suttner Wealth Management Appleton, Wisconsin $852M AUM 22.53% 1-Year Est. Return

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

Kroeger Financial Partners opened a new position in iShares Core S&P US Value ETF (IUSV) in Q2 2026: 3,222 shares worth $355K. The stake represents 0.34% of the portfolio and ranks #31 among its holdings.

305 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

Kroeger Financial Partners held 3,222 shares of iShares Core S&P US Value ETF worth $355K as of Q2 2026.
iShares Core S&P US Value ETF was a new Kroeger Financial Partners position in Q2 2026.
iShares Core S&P US Value ETF made up 0.34% of Kroeger Financial Partners's portfolio in Q2 2026, its #31 holding.
305 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

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