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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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. 1,556 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.
1,556 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.