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Salem Investment Counselors’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Salem Investment Counselors’s Portfolio IGV Stock Details IGV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$781K Sell
8,618
-394
-4% -$35K 0.02% 260
2026
Q1 		$721K Hold
9,012
– – 0.02% 255
2025
Q4 		$952K Buy
9,012
+71
+0.8% +$7.8K 0.03% 212
2025
Q3 		$1.03M Buy
8,941
+65
+0.7% +$7.2K 0.03% 206
2025
Q2 		$972K Sell
8,876
-35
-0.4% -$3.46K 0.03% 205
2025
Q1 		$793K Sell
8,911
-5
-0.1% -$494 0.03% 219
2024
Q4 		$893K Sell
8,916
-1
-0% -$99 0.03% 209
2024
Q3 		$797K Hold
8,917
– – 0.02% 223
2024
Q2 		$775K Buy
8,917
+147
+2% +$12.1K 0.03% 222
2024
Q1 		$748K Buy
8,770
+120
+1% +$10.1K 0.02% 221
2023
Q4 		$702K Hold
8,650
– – 0.02% 216
2023
Q3 		$590K Sell
8,650
-80
-0.9% -$5.61K 0.02% 220
2023
Q2 		$604K Hold
8,730
– – 0.02% 214
2023
Q1 		$532K Sell
8,730
-860
-9% -$48.2K 0.02% 232
2022
Q4 		$491K Sell
9,590
-310
-3% -$16.1K 0.02% 243
2022
Q3 		$495K Buy
9,900
+80
+0.8% +$4.55K 0.02% 233
2022
Q2 		$530K Sell
9,820
-25
-0.3% -$1.47K 0.02% 238
2022
Q1 		$679K Hold
9,845
– – 0.03% 226
2021
Q4 		$783K Buy
9,845
+30
+0.3% +$2.5K 0.03% 223
2021
Q3 		$784K Buy
9,815
+490
+5% +$40K 0.04% 192
2021
Q2 		$727K Buy
9,325
+40
+0.4% +$2.9K 0.04% 198
2021
Q1 		$634K Buy
9,285
+40
+0.4% +$2.84K 0.04% 190
2020
Q4 		$655K Buy
9,245
+20
+0.2% +$1.32K 0.04% 176
2020
Q3 		$574K Buy
9,225
+5
+0.1% +$300 0.04% 171
2020
Q2 		$524K Sell
9,220
-1,470
-14% -$73.7K 0.04% 171
2020
Q1 		$450K Buy
10,690
+150
+1% +$7.09K 0.05% 173
2019
Q4 		$491K Sell
10,540
-60
-0.6% -$2.66K 0.04% 188
2019
Q3 		$449K Buy
10,600
+1,340
+14% +$58.6K 0.04% 185
2019
Q2 		$405K Buy
+9,260
New +$397K 0.04% 202
2017
Q2 		– Sell
-4,275
Closed -$107K – 688
2017
Q1 		$107K Hold
4,275
– – 0.01% 292
2016
Q4 		$93K Hold
4,275
– – 0.01% 303
2016
Q3 		$971 Buy
+4,275
New +$94.8K 0.01% 265

Other funds holding IGV

AWM
Affinity Wealth Management Wilmington, Delaware $776M AUM 43.59% 1-Year Est. Return
DWM
Diversify Wealth Management Sandy, Utah $5.98B AUM 29.21% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AIC
Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
BAAM
Baker Avenue Asset Management San Francisco, California $5.28B AUM 39.19% 1-Year Est. Return
MWM
MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return

Salem Investment Counselors's IGV Position: Q2 2026 in Review

Salem Investment Counselors reduced its iShares Expanded Tech-Software Sector ETF (IGV) stake by 4.4% in Q2 2026, selling an estimated $35K and leaving 8,618 shares worth $781K. The position accounts for 0.02% of the portfolio, ranked #260.

Salem Investment Counselors first reported a position in IGV in Q3 2016 and has held it in 32 quarters since. The position peaked at $1.03M in Q3 2025. 371 funds tracked by Wall St. Rank hold IGV as of Q2 2026.

  • Salem Investment Counselors held 8,618 shares of iShares Expanded Tech-Software Sector ETF worth $781K as of Q2 2026.
  • Salem Investment Counselors sold 394 iShares Expanded Tech-Software Sector ETF shares in Q2 2026, an estimated $35K.
  • iShares Expanded Tech-Software Sector ETF made up 0.02% of Salem Investment Counselors's portfolio in Q2 2026, its #260 holding.
  • Salem Investment Counselors first reported a position in iShares Expanded Tech-Software Sector ETF in Q3 2016 and has held it in 32 quarters since.
  • Salem Investment Counselors's iShares Expanded Tech-Software Sector ETF position peaked at $1.03M in Q3 2025.
  • 371 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q2 2026.

Based on Salem Investment Counselors's 13F filing for Q2 2026, filed 14 Jul 2026.