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Samalin Investment Counsel’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Samalin Investment Counsel’s Portfolio IWR Stock Details IWR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.06M Sell
36,785
-195
-0.5% -$20.5K 1.27% 14
2026
Q1 		$3.6M Sell
36,980
-10,223
-22% -$1.02M 1.27% 12
2025
Q4 		$4.54M Buy
47,203
+1,241
+3% +$119K 1.61% 9
2025
Q3 		$4.44M Buy
45,962
+2,293
+5% +$217K 1.53% 10
2025
Q2 		$4.02M Buy
43,669
+6,896
+19% +$596K 1.54% 10
2025
Q1 		$3.13M Buy
36,773
+4,461
+14% +$398K 1.27% 10
2024
Q4 		$2.86M Buy
32,312
+1,938
+6% +$176K 1.23% 12
2024
Q3 		$2.68M Buy
30,374
+362
+1% +$30.5K 1.16% 14
2024
Q2 		$2.43M Buy
30,012
+1,114
+4% +$90.7K 1.14% 18
2024
Q1 		$2.43M Buy
28,898
+194
+0.7% +$15.4K 1.16% 15
2023
Q4 		$2.23M Buy
28,704
+356
+1% +$25.3K 1.13% 16
2023
Q3 		$1.96M Buy
28,348
+3,688
+15% +$269K 1.13% 18
2023
Q2 		$1.8M Buy
24,660
+1,720
+7% +$120K 0.97% 22
2023
Q1 		$1.6M Buy
22,940
+29
+0.1% +$2.05K 0.97% 22
2022
Q4 		$1.55M Sell
22,911
-79
-0.3% -$5.33K 0.98% 23
2022
Q3 		$1.43M Buy
22,990
+331
+1% +$22.8K 1.05% 21
2022
Q2 		$1.47M Buy
22,659
+1,502
+7% +$107K 1.03% 21
2022
Q1 		$1.65M Buy
21,157
+1,527
+8% +$118K 1% 19
2021
Q4 		$1.63M Buy
19,630
+781
+4% +$64.1K 0.98% 19
2021
Q3 		$1.47M Sell
18,849
-903
-5% -$72.3K 0.96% 19
2021
Q2 		$1.56M Sell
19,752
-2,705
-12% -$210K 1.01% 18
2021
Q1 		$1.66M Buy
22,457
+66
+0.3% +$4.77K 1.11% 17
2020
Q4 		$1.53M Buy
22,391
+3,412
+18% +$217K 1.15% 16
2020
Q3 		$1.09M Buy
18,979
+468
+3% +$26.6K 0.97% 21
2020
Q2 		$992K Buy
18,511
+4,546
+33% +$228K 1.04% 21
2020
Q1 		$602K Buy
13,965
+6,832
+96% +$376K 0.81% 34
2019
Q4 		$425K Buy
+7,133
New +$410K 0.36% 72

Other funds holding IWR

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
OC
Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return
FWTB
First Western Trust Bank Denver, Colorado $2.05B AUM 0.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
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
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
RSWM
Robertson Stephens Wealth Management San Francisco, California $4.06B AUM 32.22% 1-Year Est. Return

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

Samalin Investment Counsel reduced its iShares Russell Mid-Cap ETF (IWR) stake by 0.53% in Q2 2026, selling an estimated $20.5K and leaving 36,785 shares worth $4.06M. The position accounts for 1.27% of the portfolio, ranked #14.

Samalin Investment Counsel first reported a position in IWR in Q4 2019 and has held it in 27 quarters since. The position peaked at $4.54M in Q4 2025. 705 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

  • Samalin Investment Counsel held 36,785 shares of iShares Russell Mid-Cap ETF worth $4.06M as of Q2 2026.
  • Samalin Investment Counsel sold 195 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $20.5K.
  • iShares Russell Mid-Cap ETF made up 1.27% of Samalin Investment Counsel's portfolio in Q2 2026, its #14 holding.
  • Samalin Investment Counsel first reported a position in iShares Russell Mid-Cap ETF in Q4 2019 and has held it in 27 quarters since.
  • Samalin Investment Counsel's iShares Russell Mid-Cap ETF position peaked at $4.54M in Q4 2025.
  • 705 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

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