Krilogy Financial’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $700K | Sell |
9,791
-728
| -7% | -$50.5K | 0.02% | 472 |
|
|
2025
Q4 | $732K | Sell |
10,519
-556
| -5% | -$36.4K | 0.02% | 430 |
|
|
2025
Q3 | $717K | Buy |
+11,075
| New | +$712K | 0.03% | 416 |
|
|
2024
Q3 | – | Sell |
-14,560
| Closed | -$852K | – | 223 |
|
|
2024
Q2 | $852K | Sell |
14,560
-7,944
| -35% | -$467K | 0.06% | 178 |
|
|
2024
Q1 | $1.37M | Buy |
+22,504
| New | +$1.27M | 0.1% | 145 |
|
|
2023
Q2 | – | Sell |
-15,585
| Closed | -$780K | – | 288 |
|
|
2023
Q1 | $780K | Hold |
15,585
| – | – | 0.07% | 209 |
|
|
2022
Q4 | $754K | Buy |
15,585
+535
| +4% | +$25.8K | 0.07% | 195 |
|
|
2022
Q3 | $660K | Hold |
15,050
| – | – | 0.08% | 176 |
|
|
2022
Q2 | $681K | Hold |
15,050
| – | – | 0.08% | 171 |
|
|
2022
Q1 | $808K | Hold |
15,050
| – | – | 0.08% | 149 |
|
|
2021
Q4 | $852K | Buy |
15,050
+2,600
| +21% | +$145K | 0.09% | 146 |
|
|
2021
Q3 | $655K | Buy |
12,450
+5,030
| +68% | +$271K | 0.07% | 165 |
|
|
2021
Q2 | $399K | Buy |
7,420
+2,455
| +49% | +$133K | 0.04% | 197 |
|
|
2021
Q1 | $258K | Buy |
4,965
+15
| +0.3% | +$749 | 0.03% | 230 |
|
|
2020
Q4 | $228K | Buy |
+4,950
| New | +$209K | 0.03% | 242 |
|
|
2019
Q4 | – | Sell |
-5,395
| Closed | -$209K | – | 206 |
|
|
2019
Q3 | $209K | Sell |
5,395
-115
| -2% | -$4.42K | 0.04% | 175 |
|
|
2019
Q2 | $214K | Sell |
5,510
-545
| -9% | -$20.9K | 0.04% | 165 |
|
|
2019
Q1 | $229K | Buy |
+6,055
| New | +$224K | 0.05% | 159 |
|
|
2018
Q4 | – | Sell |
-4,930
| Closed | -$198K | – | 370 |
|
|
2018
Q3 | $198K | Sell |
4,930
-310
| -6% | -$12.5K | 0.04% | 142 |
|
|
2018
Q2 | $204K | Buy |
5,240
+50
| +1% | +$1.93K | 0.05% | 139 |
|
|
2018
Q1 | $195K | Buy |
5,190
+1,280
| +33% | +$49K | 0.05% | 160 |
|
|
2017
Q4 | $148K | Buy |
3,910
+200
| +5% | +$7.4K | 0.04% | 177 |
|
|
2017
Q3 | $133K | Buy |
3,710
+110
| +3% | +$3.83K | 0.03% | 209 |
|
|
2017
Q2 | $125K | Sell |
3,600
-10
| -0.3% | -$345 | 0.03% | 187 |
|
|
2017
Q1 | $119K | Hold |
3,610
| – | – | 0.04% | 179 |
|
|
2016
Q4 | $119K | Buy |
3,610
+35
| +1% | +$1.11K | 0.04% | 179 |
|
|
2016
Q3 | $111K | Sell |
3,575
-490
| -12% | -$15.1K | 0.04% | 195 |
|
|
2016
Q2 | $121K | Buy |
4,065
+505
| +14% | +$14.8K | 0.04% | 181 |
|
|
2016
Q1 | $103K | Buy |
+3,560
| New | +$95.1K | 0.04% | 172 |
|
Other funds holding IJH
Krilogy Financial's IJH Position: Q1 2026 in Review
Krilogy Financial reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 6.9% in Q1 2026, selling an estimated $50.5K and leaving 9,791 shares worth $700K. The position accounts for 0.02% of the portfolio, ranked #472.
Krilogy Financial first reported a position in IJH in Q1 2016 and has held it in 29 quarters since. The position peaked at $1.37M in Q1 2024. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.
- Krilogy Financial held 9,791 shares of iShares Core S&P Mid-Cap ETF worth $700K as of Q1 2026.
- Krilogy Financial sold 728 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $50.5K.
- iShares Core S&P Mid-Cap ETF made up 0.02% of Krilogy Financial's portfolio in Q1 2026, its #472 holding.
- Krilogy Financial first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2016 and has held it in 29 quarters since.
- Krilogy Financial's iShares Core S&P Mid-Cap ETF position peaked at $1.37M in Q1 2024.
- 2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.
Based on Krilogy Financial's 13F filing for Q1 2026, filed 17 Apr 2026.