Samalin Investment Counsel’s iShares US Financial Services ETF IYG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-2,192	Closed	-$202K	–	325
2025 Q4	$202K	Buy	+2,192	New	+$196K	0.07%	290
2022 Q1	–	Sell	-3,303	Closed	-$213K	–	251
2021 Q4	$213K	Sell	3,303 -138	-4%	-$9K	0.13%	219
2021 Q3	$216K	Sell	3,441 -576	-14%	-$36.1K	0.14%	215
2021 Q2	$248K	Hold	4,017	–	–	0.16%	196
2021 Q1	$229K	Hold	4,017	–	–	0.15%	198
2020 Q4	$201K	Buy	+4,017	New	+$181K	0.15%	205
2020 Q1	–	Sell	-4,452	Closed	-$225K	–	336
2019 Q4	$225K	Buy	+4,452	New	+$214K	0.19%	135

Other funds holding IYG

DWM

Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

SWP

Sagespring Wealth Partners Franklin, Tennessee $6.51B AUM 25.32% 1-Year Est. Return

OCA

OpenArc Corporate Advisory Atlanta, Georgia $8.41B AUM

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

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

Samalin Investment Counsel's IYG Position: Q1 2026 in Review

Samalin Investment Counsel sold out of iShares US Financial Services ETF (IYG) in Q1 2026, closing a stake of 2,192 shares — an estimated $202K sold.

Samalin Investment Counsel first reported a position in IYG in Q4 2019 and held it in 7 quarters. The position peaked at $248K in Q2 2021. 265 funds tracked by Wall St. Rank hold IYG as of Q1 2026.

Samalin Investment Counsel reported no remaining iShares US Financial Services ETF position as of Q1 2026 after selling out during the quarter.
Samalin Investment Counsel sold 2,192 iShares US Financial Services ETF shares in Q1 2026, an estimated $202K.
Samalin Investment Counsel first reported a position in iShares US Financial Services ETF in Q4 2019 and held it in 7 quarters.
Samalin Investment Counsel's iShares US Financial Services ETF position peaked at $248K in Q2 2021.
265 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q1 2026.

Based on Samalin Investment Counsel's 13F filing for Q1 2026, filed 23 Apr 2026.