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Samalin Investment Counsel’s iShares US Technology ETF IYW Stock Holding History

Samalin Investment Counsel’s Portfolio IYW Stock Details IYW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$670K Sell
2,656
-281
-10% -$64.5K 0.21% 122
2026
Q1 		$533K Sell
2,937
-122
-4% -$23.6K 0.19% 156
2025
Q4 		$611K Buy
3,059
+2
+0.1% +$400 0.22% 139
2025
Q3 		$599K Sell
3,057
-90
-3% -$16.5K 0.21% 144
2025
Q2 		$545K Buy
3,147
+170
+6% +$25.8K 0.21% 160
2025
Q1 		$418K Sell
2,977
-157
-5% -$24.5K 0.17% 186
2024
Q4 		$500K Hold
3,134
– – 0.21% 149
2024
Q3 		$475K Buy
3,134
+14
+0.4% +$2.06K 0.21% 163
2024
Q2 		$470K Buy
3,120
+15
+0.5% +$2.07K 0.22% 152
2024
Q1 		$419K Sell
3,105
-254
-8% -$33.1K 0.2% 172
2023
Q4 		$412K Hold
3,359
– – 0.21% 163
2023
Q3 		$352K Sell
3,359
-187
-5% -$20.3K 0.2% 153
2023
Q2 		$386K Sell
3,546
-217
-6% -$21.3K 0.21% 137
2023
Q1 		$349K Buy
3,763
+123
+3% +$10.3K 0.21% 141
2022
Q4 		$271K Sell
3,640
-177
-5% -$13.5K 0.17% 173
2022
Q3 		$280K Buy
3,817
+48
+1% +$4.07K 0.21% 140
2022
Q2 		$301K Buy
3,769
+108
+3% +$9.56K 0.21% 143
2022
Q1 		$377K Sell
3,661
-179
-5% -$18.3K 0.23% 135
2021
Q4 		$441K Sell
3,840
-47
-1% -$5.22K 0.26% 112
2021
Q3 		$394K Sell
3,887
-251
-6% -$26.2K 0.26% 130
2021
Q2 		$411K Buy
4,138
+4
+0.1% +$373 0.27% 125
2021
Q1 		$362K Sell
4,134
-155
-4% -$13.6K 0.24% 138
2020
Q4 		$365K Buy
4,289
+41
+1% +$3.28K 0.27% 123
2020
Q3 		$320K Sell
4,248
-132
-3% -$9.64K 0.29% 112
2020
Q2 		$295K Hold
4,380
– – 0.31% 104
2020
Q1 		$223K Sell
4,380
-600
-12% -$34.8K 0.3% 104
2019
Q4 		$289K Buy
+4,980
New +$271K 0.24% 114

Other funds holding IYW

RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
ALA
Atlas Legacy Advisors Los Angeles, California $678M AUM 28.61% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return
HCMG
Howard Capital Management Group Los Angeles, California $1.64B AUM 24.96% 1-Year Est. Return
FMC
First Merchants Corp Muncie, Indiana $2.84B AUM 15.58% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
PAMG
Patton Albertson Miller Group Chattanooga, Tennessee $1B AUM 40.9% 1-Year Est. Return

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

Samalin Investment Counsel reduced its iShares US Technology ETF (IYW) stake by 9.6% in Q2 2026, selling an estimated $64.5K and leaving 2,656 shares worth $670K. The position accounts for 0.21% of the portfolio, ranked #122.

Samalin Investment Counsel first reported a position in IYW in Q4 2019 and has held it in 27 quarters since. 638 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

  • Samalin Investment Counsel held 2,656 shares of iShares US Technology ETF worth $670K as of Q2 2026.
  • Samalin Investment Counsel sold 281 iShares US Technology ETF shares in Q2 2026, an estimated $64.5K.
  • iShares US Technology ETF made up 0.21% of Samalin Investment Counsel's portfolio in Q2 2026, its #122 holding.
  • Samalin Investment Counsel first reported a position in iShares US Technology ETF in Q4 2019 and has held it in 27 quarters since.
  • 638 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

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