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Salem Investment Counselors’s Idaho Strategic Resources IDR Stock Holding History

Salem Investment Counselors’s Portfolio IDR Stock Details IDR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-47,455
Closed -$1.6M – 739
2025
Q3 		$1.6M Buy
47,455
+2,900
+7% +$68.5K 0.05% 171
2025
Q2 		$583K Buy
44,555
+14,700
+49% +$216K 0.02% 264
2025
Q1 		$427K Hold
29,855
– – 0.01% 274
2024
Q4 		$304K Buy
29,855
+12,501
+72% +$168K 0.01% 313
2024
Q3 		$279K Hold
17,354
– – 0.01% 327
2024
Q2 		$171K Hold
17,354
– – 0.01% 378
2024
Q1 		$147K Buy
17,354
+4,000
+30% +$28.4K ﹤0.01% 399
2023
Q4 		$84.5K Buy
+13,354
New +$73.9K ﹤0.01% 465

Other funds holding IDR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
PP
Pertento Partners London, United Kingdom $1.37B AUM 36.36% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
JAM
JW Asset Management Miami Beach, Florida $244M AUM 71.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Salem Investment Counselors's IDR Position: Q4 2025 in Review

Salem Investment Counselors sold out of Idaho Strategic Resources (IDR) in Q4 2025, closing a stake of 47,455 shares — an estimated $1.6M sold.

Salem Investment Counselors first reported a position in IDR in Q4 2023 and held it in 8 quarters. The position peaked at $1.6M in Q3 2025. 141 funds tracked by Wall St. Rank hold IDR as of Q4 2025.

  • Salem Investment Counselors reported no remaining Idaho Strategic Resources position as of Q4 2025 after selling out during the quarter.
  • Salem Investment Counselors sold 47,455 Idaho Strategic Resources shares in Q4 2025, an estimated $1.6M.
  • Salem Investment Counselors first reported a position in Idaho Strategic Resources in Q4 2023 and held it in 8 quarters.
  • Salem Investment Counselors's Idaho Strategic Resources position peaked at $1.6M in Q3 2025.
  • 141 funds tracked by Wall St. Rank held Idaho Strategic Resources as of Q4 2025.

Based on Salem Investment Counselors's 13F filing for Q4 2025, filed 12 Jan 2026.