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Samalin Investment Counsel’s iShares S&P 500 Growth ETF IVW Stock Holding History

Samalin Investment Counsel’s Portfolio IVW Stock Details IVW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$650K Sell
4,729
-167
-3% -$22.1K 0.2% 126
2026
Q1 		$554K Buy
4,896
+4
+0.1% +$481 0.2% 149
2025
Q4 		$603K Buy
4,892
+1,616
+49% +$198K 0.21% 143
2025
Q3 		$395K Sell
3,276
-110
-3% -$12.7K 0.14% 209
2025
Q2 		$373K Buy
3,386
+138
+4% +$13.7K 0.14% 222
2025
Q1 		$302K Buy
3,248
+3
+0.1% +$302 0.12% 243
2024
Q4 		$330K Buy
3,245
+3
+0.1% +$299 0.14% 207
2024
Q3 		$310K Buy
3,242
+29
+0.9% +$2.68K 0.14% 221
2024
Q2 		$297K Sell
3,213
-2,554
-44% -$220K 0.14% 216
2024
Q1 		$487K Buy
5,767
+6
+0.1% +$482 0.23% 144
2023
Q4 		$433K Buy
5,761
+33
+0.6% +$2.35K 0.22% 153
2023
Q3 		$392K Hold
5,728
– – 0.23% 134
2023
Q2 		$404K Sell
5,728
-125
-2% -$8.26K 0.22% 133
2023
Q1 		$374K Sell
5,853
-342
-6% -$20.9K 0.23% 133
2022
Q4 		$362K Buy
6,195
+1,467
+31% +$88.1K 0.23% 132
2022
Q3 		$274K Sell
4,728
-390
-8% -$25.3K 0.2% 143
2022
Q2 		$309K Buy
5,118
+242
+5% +$16K 0.22% 140
2022
Q1 		$372K Sell
4,876
-1,585
-25% -$119K 0.23% 136
2021
Q4 		$541K Sell
6,461
-3,023
-32% -$244K 0.32% 90
2021
Q3 		$701K Sell
9,484
-492
-5% -$37.5K 0.46% 61
2021
Q2 		$726K Buy
9,976
+2,523
+34% +$175K 0.47% 61
2021
Q1 		$485K Buy
7,453
+1,209
+19% +$78.2K 0.33% 104
2020
Q4 		$399K Buy
6,244
+832
+15% +$50.4K 0.3% 105
2020
Q3 		$313K Sell
5,412
-1,004
-16% -$56.8K 0.28% 114
2020
Q2 		$332K Sell
6,416
-1,552
-19% -$74.4K 0.35% 92
2020
Q1 		$328K Sell
7,968
-940
-11% -$44.5K 0.44% 72
2019
Q4 		$431K Buy
+8,908
New +$413K 0.36% 71

Other funds holding IVW

PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
JC
JB Capital Wethersfield, Connecticut $2.89B AUM 29.25% 1-Year Est. Return
CWM
Calamos Wealth Management Naperville, Illinois $3.31B AUM 32.95% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return

Samalin Investment Counsel's IVW Position: Q2 2026 in Review

Samalin Investment Counsel reduced its iShares S&P 500 Growth ETF (IVW) stake by 3.4% in Q2 2026, selling an estimated $22.1K and leaving 4,729 shares worth $650K. The position accounts for 0.2% of the portfolio, ranked #126.

Samalin Investment Counsel first reported a position in IVW in Q4 2019 and has held it in 27 quarters since. The position peaked at $726K in Q2 2021. 1,116 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • Samalin Investment Counsel held 4,729 shares of iShares S&P 500 Growth ETF worth $650K as of Q2 2026.
  • Samalin Investment Counsel sold 167 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $22.1K.
  • iShares S&P 500 Growth ETF made up 0.2% of Samalin Investment Counsel's portfolio in Q2 2026, its #126 holding.
  • Samalin Investment Counsel first reported a position in iShares S&P 500 Growth ETF in Q4 2019 and has held it in 27 quarters since.
  • Samalin Investment Counsel's iShares S&P 500 Growth ETF position peaked at $726K in Q2 2021.
  • 1,116 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Samalin Investment Counsel's 13F filing for Q2 2026, filed 27 Jul 2026.