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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 $11.5B AUM 15.23% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
SWP
Sagespring Wealth Partners Franklin, Tennessee $5.49B AUM 19.47% 1-Year Est. Return
OCA
OpenArc Corporate Advisory Atlanta, Georgia $6.98B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return