Krilogy Financial
IWF icon

Krilogy Financial’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Krilogy Financial’s Portfolio IWF Stock Details IWF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$5.38M Sell
42,320
-2,563
-6% -$314K 0.15% 106
2026
Q2 		$5.57M Buy
44,883
+1,271
+3% +$153K 0.16% 99
2026
Q1 		$5.12M Sell
43,612
-8
-0% -$908 0.16% 107
2025
Q4 		$5.14M Sell
43,620
-780
-2% -$92.4K 0.17% 100
2025
Q3 		$5.33M Buy
+44,400
New +$4.94M 0.2% 79
2023
Q2 		– Sell
-32,856
Closed -$2.01M – 300
2023
Q1 		$2.01M Sell
32,856
-672
-2% -$38.7K 0.17% 109
2022
Q4 		$1.8M Buy
33,528
+232
+0.7% +$12.8K 0.17% 105
2022
Q3 		$1.75M Sell
33,296
-36
-0.1% -$2.12K 0.21% 78
2022
Q2 		$1.82M Buy
33,332
+40
+0.1% +$2.4K 0.21% 76
2022
Q1 		$2.31M Buy
33,292
+4
+0% +$273 0.24% 59
2021
Q4 		$2.54M Sell
33,288
-88
-0.3% -$6.52K 0.26% 63
2021
Q3 		$2.29M Buy
33,376
+720
+2% +$50.9K 0.23% 66
2021
Q2 		$2.22M Buy
32,656
+4
+0% +$258 0.22% 68
2021
Q1 		$1.98M Sell
32,652
-20
-0.1% -$1.22K 0.21% 69
2020
Q4 		$1.97M Sell
32,672
-1,344
-4% -$76.5K 0.24% 66
2020
Q3 		$1.84M Sell
34,016
-2,928
-8% -$154K 0.26% 60
2020
Q2 		$1.77M Buy
+36,944
New +$1.63M 0.27% 53
2018
Q4 		– Sell
-3,000
Closed -$117K – 398
2018
Q3 		$117K Buy
+3,000
New +$114K 0.03% 198
2018
Q2 		– Sell
-3,000
Closed -$102K – 388
2018
Q1 		$102K Hold
3,000
– – 0.02% 231
2017
Q4 		$101K Sell
3,000
-3,544
-54% -$116K 0.02% 228
2017
Q3 		$205K Buy
6,544
+3,608
+123% +$110K 0.05% 163
2017
Q2 		$87K Hold
2,936
– – 0.02% 237
2017
Q1 		$77K Hold
2,936
– – 0.02% 235
2016
Q4 		$77K Hold
2,936
– – 0.02% 235
2016
Q3 		$76K Hold
2,936
– – 0.02% 244
2016
Q2 		$74K Buy
+2,936
New +$73.3K 0.03% 246
2015
Q4 		– Sell
-88
Closed -$2K – 512
2015
Q3 		$2K Buy
+88
New +$2.16K ﹤0.01% 547

Other funds holding IWF

SignatureFD
SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return
OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return
Stairway Partners
Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return
Oakworth Capital
Oakworth Capital Birmingham, Alabama $2.12B AUM 16.07% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Simon Quick Advisors
Simon Quick Advisors Morristown, New Jersey $2.63B AUM 14.45% 1-Year Est. Return
Stephens Group Asset Management
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return
Cedar Mountain Advisors
Cedar Mountain Advisors Lake Oswego, Oregon $590M AUM 11.27% 1-Year Est. Return
Wilmington Savings Fund Society
Wilmington Savings Fund Society Wilmington, Delaware $4.39B AUM 17.99% 1-Year Est. Return
Oppenheimer & Co
Oppenheimer & Co New York $9.5B AUM 27.65% 1-Year Est. Return

Krilogy Financial's IWF Position: Q3 2026 in Review

Krilogy Financial reduced its iShares Russell 1000 Growth ETF (IWF) stake by 5.7% in Q3 2026, selling an estimated $314K and leaving 42,320 shares worth $5.38M. The position accounts for 0.15% of the portfolio, ranked #106.

Krilogy Financial first reported a position in IWF in Q3 2015 and has held it in 27 quarters since. The position peaked at $5.57M in Q2 2026. 938 funds tracked by Wall St. Rank hold IWF as of Q3 2026.

  • Krilogy Financial held 42,320 shares of iShares Russell 1000 Growth ETF worth $5.38M as of Q3 2026.
  • Krilogy Financial sold 2,563 iShares Russell 1000 Growth ETF shares in Q3 2026, an estimated $314K.
  • iShares Russell 1000 Growth ETF made up 0.15% of Krilogy Financial's portfolio in Q3 2026, its #106 holding.
  • Krilogy Financial first reported a position in iShares Russell 1000 Growth ETF in Q3 2015 and has held it in 27 quarters since.
  • Krilogy Financial's iShares Russell 1000 Growth ETF position peaked at $5.57M in Q2 2026.
  • 938 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2026.

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