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Salem Investment Counselors’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

Salem Investment Counselors’s Portfolio IJJ Stock Details IJJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$200K Hold
1,352
– – 0.01% 412
2026
Q1 		$179K Buy
+1,352
New +$185K 0.01% 397
2025
Q4 		– Sell
-1,352
Closed -$175K – 747
2025
Q3 		$175K Hold
1,352
– – 0.01% 382
2025
Q2 		$167K Hold
1,352
– – 0.01% 385
2025
Q1 		$162K Hold
1,352
– – 0.01% 382
2024
Q4 		$169K Hold
1,352
– – 0.01% 382
2024
Q3 		$167K Hold
1,352
– – 0.01% 383
2024
Q2 		$153K Buy
1,352
+490
+57% +$55.9K ﹤0.01% 388
2024
Q1 		$102K Hold
862
– – ﹤0.01% 445
2023
Q4 		$98.3K Hold
862
– – ﹤0.01% 444
2023
Q3 		$87.5K Hold
862
– – ﹤0.01% 437
2023
Q2 		$92.3K Hold
862
– – ﹤0.01% 430
2023
Q1 		$88.6K Hold
862
– – ﹤0.01% 436
2022
Q4 		$86.9K Sell
862
-15
-2% -$1.5K ﹤0.01% 434
2022
Q3 		$79K Hold
877
– – ﹤0.01% 420
2022
Q2 		$83K Buy
877
+583
+198% +$59.5K ﹤0.01% 428
2022
Q1 		$32K Hold
294
– – ﹤0.01% 583
2021
Q4 		$33K Hold
294
– – ﹤0.01% 626
2021
Q3 		$30K Hold
294
– – ﹤0.01% 574
2021
Q2 		$31K Hold
294
– – ﹤0.01% 553
2021
Q1 		$30K Sell
294
-380
-56% -$36.3K ﹤0.01% 529
2020
Q4 		$58K Buy
+674
New +$52.9K ﹤0.01% 414

Other funds holding IJJ

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
MWA
Midland Wealth Advisors Effingham, Illinois $2.13B AUM 17.72% 1-Year Est. Return
WSFS
Wilmington Savings Fund Society Wilmington, Delaware $4.48B AUM 24.77% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Salem Investment Counselors held its iShares S&P Mid-Cap 400 Value ETF (IJJ) position steady in Q2 2026 at 1,352 shares worth $200K. The position accounts for 0.01% of the portfolio, ranked #412.

Salem Investment Counselors first reported a position in IJJ in Q4 2020 and has held it in 22 quarters since. 511 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.

  • Salem Investment Counselors held 1,352 shares of iShares S&P Mid-Cap 400 Value ETF worth $200K as of Q2 2026.
  • Salem Investment Counselors left its iShares S&P Mid-Cap 400 Value ETF share count unchanged in Q2 2026.
  • iShares S&P Mid-Cap 400 Value ETF made up 0.01% of Salem Investment Counselors's portfolio in Q2 2026, its #412 holding.
  • Salem Investment Counselors first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2020 and has held it in 22 quarters since.
  • 511 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.

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