Salem Investment Counselors’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Salem Investment Counselors’s Portfolio IJH Stock Details IJH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.41M	Sell	18,345 -1,268	-6%	-$93K	0.04%	199
2026 Q1	$1.32M	Buy	19,613 +734	+4%	+$50.9K	0.04%	192
2025 Q4	$1.25M	Sell	18,879 -564	-3%	-$36.9K	0.04%	189
2025 Q3	$1.27M	Sell	19,443 -119	-0.6%	-$7.65K	0.04%	187
2025 Q2	$1.21M	Sell	19,562 -1,066	-5%	-$62.6K	0.04%	185
2025 Q1	$1.2M	Sell	20,628 -10,652	-34%	-$661K	0.04%	173
2024 Q4	$1.95M	Buy	31,280 +551	+2%	+$35.3K	0.06%	151
2024 Q3	$1.92M	Buy	30,729 +288	+0.9%	+$17.4K	0.06%	155
2024 Q2	$1.78M	Buy	30,441 +3,837	+14%	+$225K	0.06%	155
2024 Q1	$1.62M	Sell	26,604 -401	-1%	-$22.7K	0.05%	160
2023 Q4	$1.5M	Sell	27,005 -255	-0.9%	-$12.9K	0.05%	154
2023 Q3	$1.37M	Hold	27,260	–	–	0.05%	151
2023 Q2	$1.43M	Buy	27,260 +635	+2%	+$31.6K	0.05%	152
2023 Q1	$1.33M	Buy	26,625 +1,295	+5%	+$66K	0.05%	152
2022 Q4	$1.23M	Buy	25,330 +760	+3%	+$36.7K	0.05%	158
2022 Q3	$1.08M	Sell	24,570 -8,900	-27%	-$430K	0.05%	167
2022 Q2	$1.51M	Buy	33,470 +4,005	+14%	+$198K	0.07%	148
2022 Q1	$1.58M	Buy	29,465 +12,405	+73%	+$660K	0.06%	158
2021 Q4	$966K	Buy	17,060 +3,940	+30%	+$219K	0.03%	192
2021 Q3	$690K	Buy	13,120 +715	+6%	+$38.5K	0.04%	206
2021 Q2	$667K	Buy	12,405 +755	+6%	+$40.8K	0.04%	208
2021 Q1	$606K	Buy	11,650 +710	+6%	+$35.5K	0.04%	197
2020 Q4	$503K	Buy	10,940 +5,590	+104%	+$236K	0.03%	197
2020 Q3	$198K	Sell	5,350 -410	-7%	-$15.3K	0.02%	246
2020 Q2	$205K	Sell	5,760 -1,520	-21%	-$50.5K	0.02%	242
2020 Q1	$209K	Sell	7,280 -2,115	-23%	-$78.6K	0.02%	225
2019 Q4	$387K	Buy	9,395 +2,215	+31%	+$87.8K	0.03%	205
2019 Q3	$277K	Buy	7,180 +35	+0.5%	+$1.34K	0.03%	222
2019 Q2	$278K	Buy	+7,145	New	+$274K	0.03%	228
2017 Q2	–	Sell	-525	Closed	-$18K	–	689
2017 Q1	$18K	Buy	525 +25	+5%	+$851	﹤0.01%	478
2016 Q4	$17K	Buy	500 +10	+2%	+$317	﹤0.01%	453
2016 Q3	$152	Buy	+490	New	+$15.1K	﹤0.01%	393
2015 Q4	–	Sell	-10,195	Closed	-$276K	–	265
2015 Q3	$276K	Buy	10,195 +2,740	+37%	+$79.7K	0.04%	222
2015 Q2	$224K	Sell	7,455 -2,405	-24%	-$73.4K	0.03%	252
2015 Q1	$300K	Buy	9,860 +795	+9%	+$23.5K	0.04%	238
2014 Q4	$263K	Buy	9,065 +260	+3%	+$7.3K	0.03%	236
2014 Q3	$241K	Buy	8,805 +240	+3%	+$6.76K	0.03%	251
2014 Q2	$245K	Buy	8,565 +885	+12%	+$24.3K	0.03%	253
2014 Q1	$211K	Buy	+7,680	New	+$207K	0.03%	278

Other funds holding IJH

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return

CWM

Cahaba Wealth Management Atlanta, Georgia $1.66B AUM 17.04% 1-Year Est. Return

FMII

Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Salem Investment Counselors reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 6.5% in Q2 2026, selling an estimated $93K and leaving 18,345 shares worth $1.41M. The position accounts for 0.04% of the portfolio, ranked #199.

Salem Investment Counselors first reported a position in IJH in Q1 2014 and has held it in 39 quarters since. The position peaked at $1.95M in Q4 2024. 1,436 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Salem Investment Counselors held 18,345 shares of iShares Core S&P Mid-Cap ETF worth $1.41M as of Q2 2026.
Salem Investment Counselors sold 1,268 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $93K.
iShares Core S&P Mid-Cap ETF made up 0.04% of Salem Investment Counselors's portfolio in Q2 2026, its #199 holding.
Salem Investment Counselors first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2014 and has held it in 39 quarters since.
Salem Investment Counselors's iShares Core S&P Mid-Cap ETF position peaked at $1.95M in Q4 2024.
1,436 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

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