iShares Russell 2000 Index shares owned by Krilogy Financial
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Krilogy Financial
from 13F filings
Historical chart of Krilogy Financial investment in iShares Russell 2000 Index
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Quarterly reported holdings in iShares Russell 2000 Index by Krilogy Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $410k | 1.7k | 244.70 |
| 2025-06-30 | $6.1M | 28k | 215.79 |
| 2024-03-31 | $3.8M | 18k | 210.30 |
| 2023-03-31 | $334k | 1.9k | 178.39 |
| 2022-12-31 | $323k | 1.9k | 174.37 |
| 2022-09-30 | $374k | 2.3k | 165.05 |
| 2022-06-30 | $406k | 2.4k | 169.31 |
| 2022-03-31 | $652k | 3.2k | 205.35 |
| 2021-12-31 | $844k | 3.8k | 222.46 |
| 2021-09-30 | $728k | 3.3k | 218.82 |
| 2021-06-30 | $706k | 3.1k | 229.44 |
| 2021-03-31 | $705k | 3.2k | 221.00 |
| 2020-12-31 | $982k | 5.0k | 196.00 |
| 2020-09-30 | $361k | 2.4k | 149.67 |
| 2020-06-30 | $276k | 1.9k | 143.23 |
| 2020-03-31 | $220k | 1.9k | 114.23 |
| 2019-12-31 | $321k | 1.9k | 165.55 |
| 2019-09-30 | $283k | 1.9k | 151.26 |
| 2019-06-30 | $293k | 1.9k | 155.60 |
| 2019-03-31 | $265k | 1.7k | 153.09 |
| 2018-12-31 | $259k | 1.9k | 133.85 |
| 2018-09-30 | $321k | 1.9k | 168.77 |
| 2018-06-30 | $303k | 1.9k | 163.70 |
| 2018-03-31 | $281k | 1.9k | 151.81 |
| 2017-12-31 | $229k | 1.5k | 152.56 |
| 2017-09-30 | $222k | 1.5k | 148.30 |
| 2017-06-30 | $214k | 1.5k | 140.79 |
| 2017-03-31 | $135k | 1.0k | 135.00 |
| 2016-12-31 | $135k | 1.0k | 135.00 |
| 2016-09-30 | $125k | 1.0k | 124.01 |
| 2016-06-30 | $138k | 1.2k | 115.00 |
| 2016-03-31 | $33k | 301 | 109.63 |
| 2015-09-30 | $9.0k | 86 | 104.65 |