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
2021
Q1 		– Sell
-1,500
Closed -$294K – 270
2020
Q4 		$294K Buy
+1,500
New +$262K 0.04% 215

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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 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

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. 1,064 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.
  • 1,064 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.