Krilogy Financial’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

Krilogy Financial’s Portfolio IJS Stock Details IJS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$363K	Buy	2,654 +365	+16%	+$47.1K	0.01%	752
2026 Q1	$286K	Sell	2,289 -231	-9%	-$27.9K	0.01%	753
2025 Q4	$306K	Sell	2,520 -733	-23%	-$82.2K	0.01%	722
2025 Q3	$361K	Buy	+3,253	New	+$345K	0.01%	625
2018 Q4	–	Sell	-1,054	Closed	-$88K	–	374
2018 Q3	$88K	Buy	+1,054	New	+$89K	0.02%	239
2018 Q2	–	Sell	-1,866	Closed	-$141K	–	369
2018 Q1	$141K	Buy	1,866 +762	+69%	+$58.6K	0.03%	188
2017 Q4	$85K	Buy	1,104 +40	+4%	+$3.01K	0.02%	254
2017 Q3	$79K	Buy	1,064 +22	+2%	+$1.53K	0.02%	287
2017 Q2	$73K	Buy	1,042 +48	+5%	+$3.32K	0.02%	260
2017 Q1	$70K	Hold	994	–	–	0.02%	246
2016 Q4	$70K	Sell	994 -118	-11%	-$7.73K	0.02%	246
2016 Q3	$69K	Buy	1,112 +4	+0.4%	+$245	0.02%	256
2016 Q2	$65K	Buy	1,108 +66	+6%	+$3.79K	0.02%	267
2016 Q1	$59K	Buy	+1,042	New	+$54K	0.02%	239
2015 Q4	–	Sell	-952	Closed	-$50K	–	503
2015 Q3	$50K	Buy	+952	New	+$52.9K	0.02%	203

Other funds holding IJS

Morgan Stanley New York $1.89T AUM 35.08% 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

Sherman Porfolios Coeur D'alene, Idaho $1.28B AUM 32% 1-Year Est. Return

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

PRS

Pinkerton Retirement Specialists Coeur D Alene, Idaho $1.16B AUM 28.78% 1-Year Est. Return

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

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

PCIA

Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return

MWM

Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return

Krilogy Financial's IJS Position: Q2 2026 in Review

Krilogy Financial increased its iShares S&P Small-Cap 600 Value ETF (IJS) stake by 16% in Q2 2026, buying an estimated $47.1K and bringing the position to 2,654 shares worth $363K. The position accounts for 0.01% of the portfolio, ranked #752.

Krilogy Financial first reported a position in IJS in Q3 2015 and has held it in 15 quarters since. 884 funds tracked by Wall St. Rank hold IJS as of Q2 2026.

Krilogy Financial held 2,654 shares of iShares S&P Small-Cap 600 Value ETF worth $363K as of Q2 2026.
Krilogy Financial bought 365 iShares S&P Small-Cap 600 Value ETF shares in Q2 2026, an estimated $47.1K.
iShares S&P Small-Cap 600 Value ETF made up 0.01% of Krilogy Financial's portfolio in Q2 2026, its #752 holding.
Krilogy Financial first reported a position in iShares S&P Small-Cap 600 Value ETF in Q3 2015 and has held it in 15 quarters since.
884 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2026.

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