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iShares Russell Midcap Index Fund shares owned by Kroeger Financial Partners

Quarter-by-quarter ownership of iShares Russell Midcap Index Fund (IWR) shares owned by Kroeger Financial Partners from 13F filings

Historical chart of Kroeger Financial Partners investment in iShares Russell Midcap Index Fund

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell Midcap Index Fund held by Kroeger Financial Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Russell Midcap Index Fund by Kroeger Financial Partners

Quarter filed Position value Share count Share price at filing
2026-06-30 $107k 972 110.32

More positions owned by Kroeger Financial Partners

Vanguard Ftse Developed Markets Index Fund Etf Shares Shares (VEA)
Ishares 1-5 Year Investment Grade Corporate Bond Etf Shares (IGSB)
State Street Spdr Portfolio S&p 500 Etf Shares (SPYM)
Vanguard Intermediate-term Bond Index Fund Etf Shares Shares (BIV)
Jpmorgan International Bond Opportunities Etf Shares (JPIB)
Invesco S&p 500 Quality Etf Shares (SPHQ)
Ishares Convertible Bond Etf Shares (ICVT)
Vanguard Value Index Fund Etf Shares Shares (VTV)
Imgp Dbi Managed Futures Strategy Etf Shares (DBMF)
Invesco Variable Rate Preferred Etf Shares (VRP)
Ishares Ultra Short Duration Bond Active Etf Shares (ICSH)
Apple (AAPL)
Ishares Core International Aggregate Bond Etf Shares (IAGG)
Ishares Core Universal Usd Bond Etf Shares (IUSB)
State Street Spdr Portfolio Emerging Markets Etf Shares (SPEM)

View all positions for Kroeger Financial Partners

Top funds holding iShares Russell Midcap Index Fund

Jones Financial Companies, L.L
Bank of America Corporation
Wells Fargo & Company
Pnc Financial Services
Morgan Stanley
Bank of New York Mellon
Northern Trust
Baird Financial
Royal Bank of Canada
UBS Group
Envestnet Asset Management
Branch Banking & Trust Company
FMR
Amg National Trust Bank
LPL Financial

View all funds holding iShares Russell Midcap Index Fund