Krilogy Financial’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

Krilogy Financial’s Portfolio IJJ Stock Details IJJ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$849K	Buy	5,747 +2	+0%	+$283	0.03%	448
2026 Q1	$798K	Buy	5,745 +2	+0%	+$274	0.03%	434
2025 Q4	$792K	Buy	5,743 +3	+0.1%	+$391	0.03%	409
2025 Q3	$735K	Buy	+5,740	New	+$735K	0.03%	408
2023 Q2	–	Sell	-5,539	Closed	-$569K	–	289
2023 Q1	$569K	Buy	+5,539	New	+$592K	0.05%	242
2018 Q4	–	Sell	-1,088	Closed	-$91K	–	371
2018 Q3	$91K	Buy	+1,088	New	+$90.9K	0.02%	234
2018 Q2	–	Sell	-2,022	Closed	-$156K	–	367
2018 Q1	$156K	Buy	2,022 +998	+97%	+$79.1K	0.04%	176
2017 Q4	$82K	Buy	1,024 +4	+0.4%	+$312	0.02%	258
2017 Q3	$78K	Buy	1,020 +50	+5%	+$3.71K	0.02%	288
2017 Q2	$72K	Buy	970 +60	+7%	+$4.43K	0.02%	265
2017 Q1	$66K	Hold	910	–	–	0.02%	255
2016 Q4	$66K	Sell	910 -58	-6%	-$4.01K	0.02%	255
2016 Q3	$64K	Buy	968 +4	+0.4%	+$264	0.02%	267
2016 Q2	$62K	Buy	964 +4	+0.4%	+$252	0.02%	275
2016 Q1	$59K	Buy	+960	New	+$54.4K	0.02%	238
2015 Q4	–	Sell	-874	Closed	-$50K	–	501
2015 Q3	$50K	Buy	+874	New	+$53.5K	0.02%	202

Other funds holding IJJ

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

DADC

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Krilogy Financial's IJJ Position: Q2 2026 in Review

Krilogy Financial increased its iShares S&P Mid-Cap 400 Value ETF (IJJ) stake by 0.03% in Q2 2026, buying an estimated $283 and bringing the position to 5,747 shares worth $849K. The position accounts for 0.03% of the portfolio, ranked #448.

Krilogy Financial first reported a position in IJJ in Q3 2015 and has held it in 16 quarters since. 874 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.

Krilogy Financial held 5,747 shares of iShares S&P Mid-Cap 400 Value ETF worth $849K as of Q2 2026.
Krilogy Financial bought 2 iShares S&P Mid-Cap 400 Value ETF shares in Q2 2026, an estimated $283.
iShares S&P Mid-Cap 400 Value ETF made up 0.03% of Krilogy Financial's portfolio in Q2 2026, its #448 holding.
Krilogy Financial first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q3 2015 and has held it in 16 quarters since.
874 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.

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