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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

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
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
BP
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
ST
Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return
EK
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
CS
Cisco Systems San Jose, California $405M AUM 4.84% 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 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. 936 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.
  • 936 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.