Krilogy Financial’s iShares S&P 500 Growth ETF IVW Stock Holding History

Krilogy Financial’s Portfolio IVW Stock Details IVW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.65M	Buy	13,015 +1,779	+16%	+$214K	0.05%	246
2025 Q4	$1.4M	Sell	11,236 -403	-3%	-$49.3K	0.05%	273
2025 Q3	$1.44M	Buy	11,639 +1,612	+16%	+$185K	0.05%	248
2025 Q2	$1.1M	Buy	+10,027	New	+$992K	0.06%	176
2024 Q3	–	Sell	-23,418	Closed	-$2.17M	–	225
2024 Q2	$2.17M	Sell	23,418 -2,452	-9%	-$211K	0.16%	115
2024 Q1	$2.18M	Buy	25,870 +792	+3%	+$63.6K	0.17%	116
2023 Q4	$1.88M	Sell	25,078 -1,372	-5%	-$97.7K	0.16%	115
2023 Q3	$1.81M	Hold	26,450	–	–	0.17%	116
2023 Q2	$1.86M	Buy	26,450 +2,466	+10%	+$163K	0.17%	108
2023 Q1	$1.53M	Sell	23,984 -411	-2%	-$25.1K	0.13%	137
2022 Q4	$1.43M	Buy	24,395 +14,300	+142%	+$859K	0.14%	123
2022 Q3	$584K	Hold	10,095	–	–	0.07%	181
2022 Q2	$609K	Buy	10,095 +2,727	+37%	+$180K	0.07%	181
2022 Q1	$563K	Sell	7,368 -455	-6%	-$34.2K	0.06%	198
2021 Q4	$655K	Buy	7,823 +2,456	+46%	+$198K	0.07%	171
2021 Q3	$397K	Buy	5,367 +1,677	+45%	+$128K	0.04%	200
2021 Q2	$268K	Buy	3,690 +265	+8%	+$18.3K	0.03%	234
2021 Q1	$223K	Buy	3,425 +6	+0.2%	+$388	0.02%	249
2020 Q4	$218K	Buy	+3,419	New	+$207K	0.03%	249
2019 Q4	–	Sell	-4,952	Closed	-$223K	–	208
2019 Q3	$223K	Sell	4,952 -452	-8%	-$20.4K	0.04%	174
2019 Q2	$242K	Buy	5,404 +212	+4%	+$9.32K	0.05%	156
2019 Q1	$224K	Sell	5,192 -144	-3%	-$5.9K	0.05%	162
2018 Q4	$201K	Buy	5,336 +116	+2%	+$4.69K	0.06%	128
2018 Q3	$231K	Buy	+5,220	New	+$224K	0.05%	131
2018 Q2	–	Sell	-4,808	Closed	-$186K	–	386
2018 Q1	$186K	Buy	4,808 +2,448	+104%	+$97.7K	0.04%	164
2017 Q4	$90K	Sell	2,360 -272	-10%	-$10.2K	0.02%	247
2017 Q3	$94K	Sell	2,632 -2,888	-52%	-$102K	0.02%	258
2017 Q2	$189K	Sell	5,520 -176	-3%	-$5.96K	0.05%	149
2017 Q1	$173K	Hold	5,696	–	–	0.05%	147
2016 Q4	$173K	Buy	5,696 +52	+0.9%	+$1.57K	0.05%	147
2016 Q3	$172K	Buy	5,644 +2,596	+85%	+$78.7K	0.05%	139
2016 Q2	$89K	Buy	3,048 +112	+4%	+$3.25K	0.03%	217
2016 Q1	$85K	Buy	+2,936	New	+$80.8K	0.04%	197
2015 Q4	–	Sell	-684	Closed	-$18K	–	510
2015 Q3	$18K	Buy	+684	New	+$19.4K	0.01%	314

Other funds holding IVW

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Krilogy Financial's IVW Position: Q1 2026 in Review

Krilogy Financial increased its iShares S&P 500 Growth ETF (IVW) stake by 16% in Q1 2026, buying an estimated $214K and bringing the position to 13,015 shares worth $1.65M. The position accounts for 0.05% of the portfolio, ranked #246.

Krilogy Financial first reported a position in IVW in Q3 2015 and has held it in 34 quarters since. The position peaked at $2.18M in Q1 2024. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

Krilogy Financial held 13,015 shares of iShares S&P 500 Growth ETF worth $1.65M as of Q1 2026.
Krilogy Financial bought 1,779 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $214K.
iShares S&P 500 Growth ETF made up 0.05% of Krilogy Financial's portfolio in Q1 2026, its #246 holding.
Krilogy Financial first reported a position in iShares S&P 500 Growth ETF in Q3 2015 and has held it in 34 quarters since.
Krilogy Financial's iShares S&P 500 Growth ETF position peaked at $2.18M in Q1 2024.
2,040 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on Krilogy Financial's 13F filing for Q1 2026, filed 17 Apr 2026.