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

Salem Investment Counselors’s Portfolio IJR Stock Details IJR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$738K Buy
4,977
+58
+1% +$7.96K 0.02% 267
2026
Q1 		$611K Buy
4,919
+17
+0.3% +$2.16K 0.02% 268
2025
Q4 		$589K Buy
4,902
+95
+2% +$11.4K 0.02% 270
2025
Q3 		$571K Sell
4,807
-272
-5% -$31.3K 0.02% 272
2025
Q2 		$555K Sell
5,079
-318
-6% -$32.9K 0.02% 268
2025
Q1 		$564K Buy
5,397
+620
+13% +$70K 0.02% 248
2024
Q4 		$550K Buy
4,777
+46
+1% +$5.5K 0.02% 258
2024
Q3 		$553K Buy
4,731
+49
+1% +$5.54K 0.02% 261
2024
Q2 		$499K Sell
4,682
-1,521
-25% -$163K 0.02% 264
2024
Q1 		$686K Sell
6,203
-18
-0.3% -$1.91K 0.02% 229
2023
Q4 		$673K Buy
6,221
+14
+0.2% +$1.35K 0.02% 219
2023
Q3 		$588K Sell
6,207
-391
-6% -$39.1K 0.02% 222
2023
Q2 		$657K Buy
6,598
+428
+7% +$40.8K 0.02% 208
2023
Q1 		$597K Buy
6,170
+182
+3% +$18.2K 0.02% 223
2022
Q4 		$567K Buy
5,988
+2,025
+51% +$194K 0.02% 232
2022
Q3 		$346K Buy
3,963
+48
+1% +$4.66K 0.02% 263
2022
Q2 		$362K Sell
3,915
-321
-8% -$31.9K 0.02% 272
2022
Q1 		$457K Sell
4,236
-36
-0.8% -$3.88K 0.02% 265
2021
Q4 		$489K Sell
4,272
-1,599
-27% -$182K 0.02% 274
2021
Q3 		$641K Buy
5,871
+166
+3% +$18.3K 0.04% 213
2021
Q2 		$645K Sell
5,705
-220
-4% -$24.5K 0.04% 213
2021
Q1 		$643K Buy
5,925
+2,129
+56% +$223K 0.04% 188
2020
Q4 		$349K Buy
3,796
+1,995
+111% +$164K 0.02% 231
2020
Q3 		$126K Buy
1,801
+27
+2% +$1.94K 0.01% 279
2020
Q2 		$121K Sell
1,774
-713
-29% -$45K 0.01% 280
2020
Q1 		$140K Buy
2,487
+24
+1% +$1.79K 0.01% 258
2019
Q4 		$207K Buy
2,463
+21
+0.9% +$1.69K 0.02% 240
2019
Q3 		$190K Buy
2,442
+8
+0.3% +$620 0.02% 243
2019
Q2 		$191K Buy
+2,434
New +$189K 0.02% 247
2017
Q2 		– Sell
-256
Closed -$18K – 691
2017
Q1 		$18K Buy
256
+6
+2% +$414 ﹤0.01% 479
2016
Q4 		$17K Hold
250
– – ﹤0.01% 454
2016
Q3 		$155 Buy
+250
New +$15.3K ﹤0.01% 390

Other funds holding IJR

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
NFA
Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 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
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Salem Investment Counselors increased its iShares Core S&P Small-Cap ETF (IJR) stake by 1.2% in Q2 2026, buying an estimated $7.96K and bringing the position to 4,977 shares worth $738K. The position accounts for 0.02% of the portfolio, ranked #267.

Salem Investment Counselors first reported a position in IJR in Q3 2016 and has held it in 32 quarters since. 1,567 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • Salem Investment Counselors held 4,977 shares of iShares Core S&P Small-Cap ETF worth $738K as of Q2 2026.
  • Salem Investment Counselors bought 58 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $7.96K.
  • iShares Core S&P Small-Cap ETF made up 0.02% of Salem Investment Counselors's portfolio in Q2 2026, its #267 holding.
  • Salem Investment Counselors first reported a position in iShares Core S&P Small-Cap ETF in Q3 2016 and has held it in 32 quarters since.
  • 1,567 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

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