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Samalin Investment Counsel’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Samalin Investment Counsel’s Portfolio IWY Stock Details IWY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.41M Sell
18,598
-21
-0.1% -$5.93K 1.69% 5
2026
Q1 		$4.63M Buy
18,619
+929
+5% +$246K 1.64% 6
2025
Q4 		$4.9M Sell
17,690
-25
-0.1% -$6.93K 1.74% 6
2025
Q3 		$4.85M Sell
17,715
-733
-4% -$190K 1.67% 6
2025
Q2 		$4.55M Buy
18,448
+2,933
+19% +$653K 1.74% 6
2025
Q1 		$3.27M Buy
15,515
+1,624
+12% +$374K 1.33% 9
2024
Q4 		$3.27M Buy
13,891
+405
+3% +$93K 1.4% 8
2024
Q3 		$2.97M Sell
13,486
-176
-1% -$37.5K 1.29% 10
2024
Q2 		$2.93M Buy
13,662
+753
+6% +$150K 1.37% 9
2024
Q1 		$2.52M Sell
12,909
-1,512
-10% -$283K 1.2% 13
2023
Q4 		$2.53M Sell
14,421
-285
-2% -$46.8K 1.28% 10
2023
Q3 		$2.26M Buy
14,706
+3,189
+28% +$509K 1.3% 12
2023
Q2 		$1.83M Buy
11,517
+139
+1% +$20.3K 0.99% 19
2023
Q1 		$1.58M Buy
11,378
+530
+5% +$68.8K 0.95% 24
2022
Q4 		$1.31M Buy
10,848
+363
+3% +$45.1K 0.83% 30
2022
Q3 		$1.25M Buy
10,485
+72
+0.7% +$9.66K 0.92% 29
2022
Q2 		$1.3M Buy
10,413
+1,272
+14% +$175K 0.92% 31
2022
Q1 		$1.45M Buy
9,141
+772
+9% +$120K 0.88% 27
2021
Q4 		$1.45M Buy
8,369
+241
+3% +$40.1K 0.87% 23
2021
Q3 		$1.24M Buy
8,128
+156
+2% +$24.6K 0.81% 27
2021
Q2 		$1.2M Sell
7,972
-1,103
-12% -$158K 0.78% 23
2021
Q1 		$1.22M Buy
9,075
+2,083
+30% +$279K 0.82% 27
2020
Q4 		$930K Buy
+6,992
New +$882K 0.7% 34

Other funds holding IWY

TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Samalin Investment Counsel reduced its iShares Russell Top 200 Growth ETF (IWY) stake by 0.11% in Q2 2026, selling an estimated $5.93K and leaving 18,598 shares worth $5.41M. The position accounts for 1.69% of the portfolio, ranked #5.

Samalin Investment Counsel first reported a position in IWY in Q4 2020 and has held it in 23 quarters since. 684 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

  • Samalin Investment Counsel held 18,598 shares of iShares Russell Top 200 Growth ETF worth $5.41M as of Q2 2026.
  • Samalin Investment Counsel sold 21 iShares Russell Top 200 Growth ETF shares in Q2 2026, an estimated $5.93K.
  • iShares Russell Top 200 Growth ETF made up 1.69% of Samalin Investment Counsel's portfolio in Q2 2026, its #5 holding.
  • Samalin Investment Counsel first reported a position in iShares Russell Top 200 Growth ETF in Q4 2020 and has held it in 23 quarters since.
  • 684 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

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