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Samalin Investment Counsel’s iShares US Industrials ETF IYJ Stock Holding History

Samalin Investment Counsel’s Portfolio IYJ Stock Details IYJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$329K Buy
1,975
+1
+0.1% +$157 0.1% 232
2026
Q1 		$291K Sell
1,974
-113
-5% -$17.5K 0.1% 244
2025
Q4 		$309K Buy
2,087
+2
+0.1% +$292 0.11% 230
2025
Q3 		$304K Buy
2,085
+4
+0.2% +$579 0.1% 242
2025
Q2 		$296K Buy
2,081
+37
+2% +$4.93K 0.11% 247
2025
Q1 		$266K Sell
2,044
-63
-3% -$8.54K 0.11% 258
2024
Q4 		$281K Buy
2,107
+3
+0.1% +$413 0.12% 230
2024
Q3 		$281K Buy
2,104
+3
+0.1% +$377 0.12% 231
2024
Q2 		$251K Buy
2,101
+2
+0.1% +$244 0.12% 241
2024
Q1 		$264K Sell
2,099
-127
-6% -$15K 0.13% 229
2023
Q4 		$255K Buy
2,226
+1
+0% +$105 0.13% 227
2023
Q3 		$225K Sell
2,225
-600
-21% -$63.7K 0.13% 224
2023
Q2 		$300K Hold
2,825
– – 0.16% 173
2023
Q1 		$283K Buy
2,825
+1
+0% +$100 0.17% 175
2022
Q4 		$272K Sell
2,824
-257
-8% -$24.2K 0.17% 171
2022
Q3 		$258K Buy
3,081
+36
+1% +$3.37K 0.19% 154
2022
Q2 		$268K Buy
3,045
+226
+8% +$21.7K 0.19% 162
2022
Q1 		$297K Sell
2,819
-136
-5% -$14.4K 0.18% 171
2021
Q4 		$333K Buy
2,955
+33
+1% +$3.66K 0.2% 158
2021
Q3 		$313K Sell
2,922
-168
-5% -$18.9K 0.2% 163
2021
Q2 		$343K Hold
3,090
– – 0.22% 161
2021
Q1 		$326K Sell
3,090
-94
-3% -$9.43K 0.22% 156
2020
Q4 		$309K Hold
3,184
– – 0.23% 153
2020
Q3 		$266K Buy
3,184
+74
+2% +$6.02K 0.24% 144
2020
Q2 		$234K Buy
+3,110
New +$218K 0.25% 132
2020
Q1 		– Sell
-3,110
Closed -$260K – 338
2019
Q4 		$260K Buy
+3,110
New +$254K 0.22% 125

Other funds holding IYJ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
KA
Kozak & Associates Highlands Ranch, Colorado $576M AUM 23.37% 1-Year Est. Return

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

Samalin Investment Counsel increased its iShares US Industrials ETF (IYJ) stake by 0.05% in Q2 2026, buying an estimated $157 and bringing the position to 1,975 shares worth $329K. The position accounts for 0.1% of the portfolio, ranked #232.

Samalin Investment Counsel first reported a position in IYJ in Q4 2019 and has held it in 26 quarters since. The position peaked at $343K in Q2 2021. 342 funds tracked by Wall St. Rank hold IYJ as of Q2 2026.

  • Samalin Investment Counsel held 1,975 shares of iShares US Industrials ETF worth $329K as of Q2 2026.
  • Samalin Investment Counsel bought 1 iShares US Industrials ETF share in Q2 2026, an estimated $157.
  • iShares US Industrials ETF made up 0.1% of Samalin Investment Counsel's portfolio in Q2 2026, its #232 holding.
  • Samalin Investment Counsel first reported a position in iShares US Industrials ETF in Q4 2019 and has held it in 26 quarters since.
  • Samalin Investment Counsel's iShares US Industrials ETF position peaked at $343K in Q2 2021.
  • 342 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q2 2026.

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