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 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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

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

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

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Krilogy Financial's IWB Position: Q1 2026 in Review

Krilogy Financial held its iShares Russell 1000 ETF (IWB) position steady in Q1 2026 at 1,230 shares worth $473K. The position accounts for 0.02% of the portfolio, ranked #602.

Krilogy Financial first reported a position in IWB in Q3 2017 and has held it in 15 quarters since. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

Krilogy Financial held 1,230 shares of iShares Russell 1000 ETF worth $473K as of Q1 2026.
Krilogy Financial left its iShares Russell 1000 ETF share count unchanged in Q1 2026.
iShares Russell 1000 ETF made up 0.02% of Krilogy Financial's portfolio in Q1 2026, its #602 holding.
Krilogy Financial first reported a position in iShares Russell 1000 ETF in Q3 2017 and has held it in 15 quarters since.
1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

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