Krilogy Financial’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Krilogy Financial’s Portfolio IJR Stock Details IJR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$982K	Buy	6,622 +1,074	+19%	+$147K	0.03%	405
2026 Q1	$736K	Buy	5,548 +3,799	+217%	+$483K	0.02%	456
2025 Q4	$224K	Sell	1,749 -23	-1%	-$2.75K	0.01%	832
2025 Q3	$210K	Buy	+1,772	New	+$204K	0.01%	808
2023 Q2	–	Sell	-4,946	Closed	-$478K	–	290
2023 Q1	$478K	Sell	4,946 -5,571	-53%	-$557K	0.04%	272
2022 Q4	$995K	Buy	10,517 +6,017	+134%	+$577K	0.09%	165
2022 Q3	$392K	Hold	4,500	–	–	0.05%	231
2022 Q2	$416K	Buy	4,500 +34	+0.8%	+$3.38K	0.05%	224
2022 Q1	$482K	Sell	4,466 -59	-1%	-$6.37K	0.05%	209
2021 Q4	$518K	Buy	4,525 +46	+1%	+$5.24K	0.05%	185
2021 Q3	$489K	Buy	4,479 +8	+0.2%	+$881	0.05%	192
2021 Q2	$505K	Buy	4,471 +2,435	+120%	+$272K	0.05%	181
2021 Q1	$221K	Buy	+2,036	New	+$213K	0.02%	250
2020 Q1	–	Sell	-3,003	Closed	-$252K	–	212
2019 Q4	$252K	Buy	+3,003	New	+$242K	0.04%	177
2018 Q4	–	Sell	-1,674	Closed	-$146K	–	373
2018 Q3	$146K	Buy	+1,674	New	+$147K	0.03%	174
2018 Q2	–	Sell	-1,620	Closed	-$125K	–	368
2018 Q1	$125K	Buy	1,620 +405	+33%	+$31.5K	0.03%	199
2017 Q4	$93K	Sell	1,215 -31	-2%	-$2.34K	0.02%	239
2017 Q3	$92K	Buy	1,246 +55	+5%	+$3.85K	0.02%	262
2017 Q2	$83K	Buy	1,191 +573	+93%	+$39.7K	0.02%	241
2017 Q1	$85K	Sell	618 -618	-50%	-$42.6K	0.03%	218
2016 Q4	$85K	Buy	1,236 +8	+0.7%	+$516	0.03%	218
2016 Q3	$76K	Sell	1,228 -244	-17%	-$14.9K	0.02%	243
2016 Q2	$86K	Buy	1,472 +262	+22%	+$14.9K	0.03%	219
2016 Q1	$68K	Buy	+1,210	New	+$63.2K	0.03%	225

Other funds holding IJR

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

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

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

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

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Krilogy Financial's IJR Position: Q2 2026 in Review

Krilogy Financial increased its iShares Core S&P Small-Cap ETF (IJR) stake by 19% in Q2 2026, buying an estimated $147K and bringing the position to 6,622 shares worth $982K. The position accounts for 0.03% of the portfolio, ranked #405.

Krilogy Financial first reported a position in IJR in Q1 2016 and has held it in 24 quarters since. The position peaked at $995K in Q4 2022. 2,830 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Krilogy Financial held 6,622 shares of iShares Core S&P Small-Cap ETF worth $982K as of Q2 2026.
Krilogy Financial bought 1,074 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $147K.
iShares Core S&P Small-Cap ETF made up 0.03% of Krilogy Financial's portfolio in Q2 2026, its #405 holding.
Krilogy Financial first reported a position in iShares Core S&P Small-Cap ETF in Q1 2016 and has held it in 24 quarters since.
Krilogy Financial's iShares Core S&P Small-Cap ETF position peaked at $995K in Q4 2022.
2,830 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

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