KF
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Krilogy Financial’s iShares Russell 2000 ETF IWM Stock Holding History

Krilogy Financial’s Portfolio IWM Stock Details IWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$594K Buy
1,978
+167
+9% +$46.9K 0.02% 575
2026
Q1 		$489K Sell
1,811
-92
-5% -$23.7K 0.02% 584
2025
Q4 		$502K Buy
1,903
+228
+14% +$56.1K 0.02% 557
2025
Q3 		$410K Sell
1,675
-26,681
-94% -$6.12M 0.02% 585
2025
Q2 		$6.12M Buy
+28,356
New +$5.71M 0.35% 61
2024
Q2 		– Sell
-17,840
Closed -$3.75M – 227
2024
Q1 		$3.75M Buy
+17,840
New +$3.56M 0.29% 83
2023
Q2 		– Sell
-1,872
Closed -$334K – 301
2023
Q1 		$334K Buy
1,872
+21
+1% +$3.87K 0.03% 320
2022
Q4 		$323K Sell
1,851
-415
-18% -$73.8K 0.03% 313
2022
Q3 		$374K Sell
2,266
-132
-6% -$24.1K 0.04% 240
2022
Q2 		$406K Sell
2,398
-777
-24% -$143K 0.05% 226
2022
Q1 		$652K Sell
3,175
-619
-16% -$126K 0.07% 178
2021
Q4 		$844K Buy
3,794
+467
+14% +$106K 0.09% 148
2021
Q3 		$728K Buy
3,327
+250
+8% +$55.4K 0.07% 161
2021
Q2 		$706K Sell
3,077
-113
-4% -$25.4K 0.07% 157
2021
Q1 		$705K Sell
3,190
-320
-9% -$69.9K 0.07% 149
2020
Q4 		$688K Buy
3,510
+1,098
+46% +$192K 0.08% 155
2020
Q3 		$361K Buy
2,412
+485
+25% +$73K 0.05% 187
2020
Q2 		$276K Buy
1,927
+1
+0.1% +$131 0.04% 187
2020
Q1 		$220K Sell
1,926
-13
-0.7% -$1.94K 0.04% 174
2019
Q4 		$321K Buy
1,939
+68
+4% +$10.7K 0.05% 151
2019
Q3 		$283K Sell
1,871
-12
-0.6% -$1.83K 0.05% 151
2019
Q2 		$293K Buy
1,883
+152
+9% +$23.4K 0.06% 144
2019
Q1 		$265K Sell
1,731
-204
-11% -$30.7K 0.06% 149
2018
Q4 		$259K Buy
1,935
+33
+2% +$4.92K 0.07% 110
2018
Q3 		$321K Buy
1,902
+51
+3% +$8.61K 0.07% 106
2018
Q2 		$303K Hold
1,851
– – 0.08% 109
2018
Q1 		$281K Buy
1,851
+350
+23% +$54.1K 0.07% 130
2017
Q4 		$229K Buy
1,501
+4
+0.3% +$601 0.06% 145
2017
Q3 		$222K Sell
1,497
-23
-2% -$3.24K 0.06% 158
2017
Q2 		$214K Buy
1,520
+520
+52% +$72K 0.06% 138
2017
Q1 		$135K Hold
1,000
– – 0.04% 165
2016
Q4 		$135K Sell
1,000
-8
-0.8% -$1.02K 0.04% 165
2016
Q3 		$125K Sell
1,008
-192
-16% -$23.3K 0.04% 180
2016
Q2 		$138K Buy
1,200
+899
+299% +$101K 0.05% 161
2016
Q1 		$33K Buy
+301
New +$31.2K 0.01% 315
2015
Q4 		– Sell
-86
Closed -$9K – 513
2015
Q3 		$9K Buy
+86
New +$10.2K ﹤0.01% 398

Other funds holding IWM

CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Krilogy Financial's IWM Position: Q2 2026 in Review

Krilogy Financial increased its iShares Russell 2000 ETF (IWM) stake by 9.2% in Q2 2026, buying an estimated $46.9K and bringing the position to 1,978 shares worth $594K. The position accounts for 0.02% of the portfolio, ranked #575.

Krilogy Financial first reported a position in IWM in Q3 2015 and has held it in 36 quarters since. The position peaked at $6.12M in Q2 2025. 1,035 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Krilogy Financial held 1,978 shares of iShares Russell 2000 ETF worth $594K as of Q2 2026.
  • Krilogy Financial bought 167 iShares Russell 2000 ETF shares in Q2 2026, an estimated $46.9K.
  • iShares Russell 2000 ETF made up 0.02% of Krilogy Financial's portfolio in Q2 2026, its #575 holding.
  • Krilogy Financial first reported a position in iShares Russell 2000 ETF in Q3 2015 and has held it in 36 quarters since.
  • Krilogy Financial's iShares Russell 2000 ETF position peaked at $6.12M in Q2 2025.
  • 1,035 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

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