Samalin Investment Counsel’s iShares Russell 1000 ETF IWB Stock Holding History

Samalin Investment Counsel’s Portfolio IWB Stock Details IWB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$237K	Buy	578 +1	+0.2%	+$396	0.07%	282
2026 Q1	$206K	Buy	577 +1	+0.2%	+$373	0.07%	289
2025 Q4	$215K	Buy	576 +1	+0.2%	+$370	0.08%	279
2025 Q3	$210K	Buy	+575	New	+$203K	0.07%	295
2020 Q1	–	Sell	-697	Closed	-$124K	–	322
2019 Q4	$124K	Buy	+697	New	+$119K	0.1%	200

Other funds holding IWB

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

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

LWMT

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

MLFP

MPS Loria Financial Planners Burr Ridge, Illinois $435M AUM 27.53% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AIA

Arbor Investment Advisors Winston Salem, North Carolina $883M AUM 17.9% 1-Year Est. Return

MCWS

McKinley Carter Wealth Services Wheeling, West Virginia $1.94B AUM 20.7% 1-Year Est. Return

WAG

Winthrop Advisory Group Boston, Massachusetts $1.48B AUM 22.62% 1-Year Est. Return

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

Samalin Investment Counsel increased its iShares Russell 1000 ETF (IWB) stake by 0.17% in Q2 2026, buying an estimated $396 and bringing the position to 578 shares worth $237K. The position accounts for 0.07% of the portfolio, ranked #282.

Samalin Investment Counsel first reported a position in IWB in Q4 2019 and has held it in 5 quarters since. 746 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

Samalin Investment Counsel held 578 shares of iShares Russell 1000 ETF worth $237K as of Q2 2026.
Samalin Investment Counsel bought 1 iShares Russell 1000 ETF share in Q2 2026, an estimated $396.
iShares Russell 1000 ETF made up 0.07% of Samalin Investment Counsel's portfolio in Q2 2026, its #282 holding.
Samalin Investment Counsel first reported a position in iShares Russell 1000 ETF in Q4 2019 and has held it in 5 quarters since.
746 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

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