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

Krilogy Financial’s Portfolio IJK Stock Details IJK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$310K	Buy	2,787 +1	+0%	+$113	0.01%	843
2026 Q2	$327K	Buy	2,786 +1	+0%	+$111	0.01%	794
2026 Q1	$299K	Buy	+2,785	New	+$286K	0.01%	742
2018 Q4	–	Sell	-2,328	Closed	-$136K	–	372
2018 Q3	$136K	Sell	2,328 -1,988	-46%	-$115K	0.03%	179
2018 Q2	$243K	Buy	4,316 +24	+0.6%	+$1.34K	0.06%	124
2018 Q1	$234K	Buy	4,292 +1,976	+85%	+$109K	0.06%	144
2017 Q4	$125K	Buy	2,316 +8	+0.3%	+$422	0.03%	199
2017 Q3	$117K	Buy	2,308 +60	+3%	+$2.96K	0.03%	216
2017 Q2	$111K	Buy	2,248 +56	+3%	+$2.72K	0.03%	202
2017 Q1	$100K	Hold	2,192	–	–	0.03%	200
2016 Q4	$100K	Buy	2,192 +8	+0.4%	+$352	0.03%	200
2016 Q3	$95K	Buy	2,184 +4	+0.2%	+$176	0.03%	214
2016 Q2	$92K	Buy	2,180 +8	+0.4%	+$332	0.03%	210
2016 Q1	$88K	Buy	+2,172	New	+$82.9K	0.04%	192
2015 Q4	–	Sell	-1,976	Closed	-$78K	–	502
2015 Q3	$78K	Buy	+1,976	New	+$82.5K	0.04%	156

Other funds holding IJK

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Krilogy Financial's IJK Position: Q3 2026 in Review

Krilogy Financial increased its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 0.04% in Q3 2026, buying an estimated $113 and bringing the position to 2,787 shares worth $310K. The position accounts for 0.01% of the portfolio, ranked #843.

Krilogy Financial first reported a position in IJK in Q3 2015 and has held it in 15 quarters since. The position peaked at $327K in Q2 2026. 859 funds tracked by Wall St. Rank hold IJK as of Q3 2026.

Krilogy Financial held 2,787 shares of iShares S&P Mid-Cap 400 Growth ETF worth $310K as of Q3 2026.
Krilogy Financial bought 1 iShares S&P Mid-Cap 400 Growth ETF share in Q3 2026, an estimated $113.
iShares S&P Mid-Cap 400 Growth ETF made up 0.01% of Krilogy Financial's portfolio in Q3 2026, its #843 holding.
Krilogy Financial first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q3 2015 and has held it in 15 quarters since.
Krilogy Financial's iShares S&P Mid-Cap 400 Growth ETF position peaked at $327K in Q2 2026.
859 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q3 2026.

Based on Krilogy Financial's 13F filing for Q3 2026, filed 13 Oct 2026.