Salem Investment Counselors’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$720K	Hold	4,380	–	–	0.02%	270
2026 Q1	$624K	Hold	4,380	–	–	0.02%	265
2025 Q4	$651K	Hold	4,380	–	–	0.02%	255
2025 Q3	$638K	Hold	4,380	–	–	0.02%	263
2025 Q2	$591K	Sell	4,380 -200	-4%	-$25K	0.02%	261
2025 Q1	$559K	Hold	4,580	–	–	0.02%	249
2024 Q4	$589K	Hold	4,580	–	–	0.02%	253
2024 Q3	$575K	Hold	4,580	–	–	0.02%	256
2024 Q2	$544K	Hold	4,580	–	–	0.02%	252
2024 Q1	$528K	Hold	4,580	–	–	0.02%	261
2023 Q4	$482K	Buy	4,580 +200	+5%	+$19.6K	0.02%	256
2023 Q3	$415K	Hold	4,380	–	–	0.02%	260
2023 Q2	$429K	Hold	4,380	–	–	0.02%	259
2023 Q1	$397K	Hold	4,380	–	–	0.02%	265
2022 Q4	$371K	Sell	4,380 -298	-6%	-$25.4K	0.02%	270
2022 Q3	$372K	Hold	4,678	–	–	0.02%	256
2022 Q2	$392K	Sell	4,678 -30	-0.6%	-$2.73K	0.02%	265
2022 Q1	$475K	Hold	4,708	–	–	0.02%	262
2021 Q4	$504K	Buy	4,708 +30	+0.6%	+$3.14K	0.02%	268
2021 Q3	$460K	Hold	4,678	–	–	0.03%	252
2021 Q2	$462K	Buy	4,678 +1,909	+69%	+$184K	0.03%	247
2021 Q1	$254K	Buy	2,769 +2,369	+592%	+$212K	0.02%	262
2020 Q4	$34K	Hold	400	–	–	﹤0.01%	505
2020 Q3	$30K	Hold	400	–	–	﹤0.01%	442
2020 Q2	$28K	Buy	+400	New	+$26.1K	﹤0.01%	445

Other funds holding ITOT

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

AOI

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

PWA

Provenance Wealth Advisors Fort Lauderdale, Florida $1.05B AUM 18.67% 1-Year Est. Return

Cisco Systems San Jose, California $405M AUM 4.84% 1-Year Est. Return

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

Zhang Financial Portage, Michigan $3.42B AUM 23.04% 1-Year Est. Return

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

Salem Investment Counselors held its iShares Core S&P Total US Stock Market ETF (ITOT) position steady in Q2 2026 at 4,380 shares worth $720K. The position accounts for 0.02% of the portfolio, ranked #270.

Salem Investment Counselors first reported a position in ITOT in Q2 2020 and has held it in 25 quarters since. 917 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

Salem Investment Counselors held 4,380 shares of iShares Core S&P Total US Stock Market ETF worth $720K as of Q2 2026.
Salem Investment Counselors left its iShares Core S&P Total US Stock Market ETF share count unchanged in Q2 2026.
iShares Core S&P Total US Stock Market ETF made up 0.02% of Salem Investment Counselors's portfolio in Q2 2026, its #270 holding.
Salem Investment Counselors first reported a position in iShares Core S&P Total US Stock Market ETF in Q2 2020 and has held it in 25 quarters since.
917 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

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