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Samalin Investment Counsel’s iShares Russell 2000 ETF IWM Stock Holding History

Samalin Investment Counsel’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
2026
Q2 		$563K Sell
1,874
-38
-2% -$10.7K 0.18% 146
2026
Q1 		$474K Sell
1,912
-209
-10% -$53.9K 0.17% 169
2025
Q4 		$522K Buy
2,121
+133
+7% +$32.7K 0.19% 163
2025
Q3 		$481K Sell
1,988
-234
-11% -$53.7K 0.17% 182
2025
Q2 		$480K Buy
2,222
+34
+2% +$6.84K 0.18% 178
2025
Q1 		$437K Sell
2,188
-2,707
-55% -$587K 0.18% 177
2024
Q4 		$1.08M Buy
4,895
+2,598
+113% +$592K 0.46% 57
2024
Q3 		$507K Buy
2,297
+447
+24% +$95.7K 0.22% 150
2024
Q2 		$375K Buy
1,850
+161
+10% +$32.5K 0.18% 195
2024
Q1 		$355K Buy
1,689
+414
+32% +$82.6K 0.17% 196
2023
Q4 		$256K Buy
+1,275
New +$228K 0.13% 226
2022
Q4 		– Sell
-1,242
Closed -$205K – 260
2022
Q3 		$205K Buy
+1,242
New +$227K 0.15% 194
2020
Q4 		– Sell
-6,639
Closed -$995K – 229
2020
Q3 		$995K Buy
6,639
+3
+0% +$451 0.89% 24
2020
Q2 		$950K Buy
+6,636
New +$871K 1% 23
2020
Q1 		– Sell
-241
Closed -$39K – 324
2019
Q4 		$39K Buy
+241
New +$38.1K 0.03% 308

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

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

Samalin Investment Counsel reduced its iShares Russell 2000 ETF (IWM) stake by 2% in Q2 2026, selling an estimated $10.7K and leaving 1,874 shares worth $563K. The position accounts for 0.18% of the portfolio, ranked #146.

Samalin Investment Counsel first reported a position in IWM in Q4 2019 and has held it in 15 quarters since. The position peaked at $1.08M in Q4 2024. 1,068 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Samalin Investment Counsel held 1,874 shares of iShares Russell 2000 ETF worth $563K as of Q2 2026.
  • Samalin Investment Counsel sold 38 iShares Russell 2000 ETF shares in Q2 2026, an estimated $10.7K.
  • iShares Russell 2000 ETF made up 0.18% of Samalin Investment Counsel's portfolio in Q2 2026, its #146 holding.
  • Samalin Investment Counsel first reported a position in iShares Russell 2000 ETF in Q4 2019 and has held it in 15 quarters since.
  • Samalin Investment Counsel's iShares Russell 2000 ETF position peaked at $1.08M in Q4 2024.
  • 1,068 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

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