Kroeger Financial Partners’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Kroeger Financial Partners’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 Q2	$107K	Buy	+972	New	+$102K	0.1%	65

Other funds holding IWR

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

JIC

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

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 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

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

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

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

AFG

Albion Financial Group Salt Lake City, Utah $1.73B AUM 20.99% 1-Year Est. Return

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

Kroeger Financial Partners opened a new position in iShares Russell Mid-Cap ETF (IWR) in Q2 2026: 972 shares worth $107K. The stake represents 0.1% of the portfolio and ranks #65 among its holdings.

681 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Kroeger Financial Partners held 972 shares of iShares Russell Mid-Cap ETF worth $107K as of Q2 2026.
iShares Russell Mid-Cap ETF was a new Kroeger Financial Partners position in Q2 2026.
iShares Russell Mid-Cap ETF made up 0.1% of Kroeger Financial Partners's portfolio in Q2 2026, its #65 holding.
681 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

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