Kroeger Financial Partners’s iShares Russell 2000 Value ETF IWN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$14.2K	Buy	+64	New	+$13.4K	0.01%	106

Other funds holding IWN

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return

Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return

WoodTrust Financial Wisconsin Rapids, Wisconsin $842M AUM 28.01% 1-Year Est. Return

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

WhitTier Trust Company Reno, Nevada $5.35B AUM 29.91% 1-Year Est. Return

Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return

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

Kroeger Financial Partners opened a new position in iShares Russell 2000 Value ETF (IWN) in Q2 2026: 64 shares worth $14.2K. The stake represents 0.01% of the portfolio and ranks #106 among its holdings.

400 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

Kroeger Financial Partners held 64 shares of iShares Russell 2000 Value ETF worth $14.2K as of Q2 2026.
iShares Russell 2000 Value ETF was a new Kroeger Financial Partners position in Q2 2026.
iShares Russell 2000 Value ETF made up 0.01% of Kroeger Financial Partners's portfolio in Q2 2026, its #106 holding.
400 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

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