Krilogy Financial’s iShares Russell 1000 ETF IWB Stock Holding History

Krilogy Financial’s Portfolio IWB Stock Details IWB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$685K	Buy	1,613 +383	+31%	+$159K	0.02%	554
2026 Q2	$504K	Hold	1,230	–	–	0.01%	631
2026 Q1	$473K	Hold	1,230	–	–	0.02%	602
2025 Q4	$467K	Hold	1,230	–	–	0.02%	582
2025 Q3	$456K	Buy	+1,230	New	+$433K	0.02%	550
2023 Q2	–	Sell	-1,097	Closed	-$247K	–	298
2023 Q1	$247K	Hold	1,097	–	–	0.02%	358
2022 Q4	$231K	Hold	1,097	–	–	0.02%	351
2022 Q3	$216K	Hold	1,097	–	–	0.03%	289
2022 Q2	$228K	Hold	1,097	–	–	0.03%	286
2022 Q1	$274K	Hold	1,097	–	–	0.03%	263
2021 Q4	$290K	Hold	1,097	–	–	0.03%	234
2021 Q3	$265K	Hold	1,097	–	–	0.03%	239
2021 Q2	$266K	Hold	1,097	–	–	0.03%	235
2021 Q1	$246K	Hold	1,097	–	–	0.03%	239
2020 Q4	$232K	Hold	1,097	–	–	0.03%	238
2020 Q3	$205K	Buy	+1,097	New	+$203K	0.03%	227
2017 Q4	–	Sell	-205	Closed	-$29K	–	805
2017 Q3	$29K	Buy	+205	New	+$28.1K	0.01%	423

Other funds holding IWB

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.9B AUM 9.33% 1-Year Est. Return

OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

MPS Loria Financial Planners Burr Ridge, Illinois $527M AUM 17.98% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return

Arbor Investment Advisors Winston Salem, North Carolina $877M AUM 11.22% 1-Year Est. Return

Winthrop Advisory Group Boston, Massachusetts $1.61B AUM 15.07% 1-Year Est. Return

Washington Trust Westerly, Rhode Island $3.23B AUM 23.24% 1-Year Est. Return

Hippocratic Financial Advisors Westlake Village, California $254M AUM 8.58% 1-Year Est. Return

McKinley Carter Wealth Services Wheeling, West Virginia $1.96B AUM 13.62% 1-Year Est. Return

Krilogy Financial's IWB Position: Q3 2026 in Review

Krilogy Financial increased its iShares Russell 1000 ETF (IWB) stake by 31% in Q3 2026, buying an estimated $159K and bringing the position to 1,613 shares worth $685K. The position accounts for 0.02% of the portfolio, ranked #554.

Krilogy Financial first reported a position in IWB in Q3 2017 and has held it in 17 quarters since. 539 funds tracked by Wall St. Rank hold IWB as of Q3 2026.

Krilogy Financial held 1,613 shares of iShares Russell 1000 ETF worth $685K as of Q3 2026.
Krilogy Financial bought 383 iShares Russell 1000 ETF shares in Q3 2026, an estimated $159K.
iShares Russell 1000 ETF made up 0.02% of Krilogy Financial's portfolio in Q3 2026, its #554 holding.
Krilogy Financial first reported a position in iShares Russell 1000 ETF in Q3 2017 and has held it in 17 quarters since.
539 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q3 2026.

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