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Salem Investment Counselors’s iShares Core S&P US Value ETF IUSV Stock Holding History

Salem Investment Counselors’s Portfolio IUSV Stock Details IUSV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-202
Closed -$18.3K – 1183
2024
Q1 		$18.3K Hold
202
– – ﹤0.01% 727
2023
Q4 		$17K Hold
202
– – ﹤0.01% 719
2023
Q3 		$15.2K Hold
202
– – ﹤0.01% 722
2023
Q2 		$15.8K Hold
202
– – ﹤0.01% 741
2023
Q1 		$14.9K Buy
202
+170
+531% +$12.5K ﹤0.01% 743
2022
Q4 		$2.24K Buy
32
+1
+3% +$70 ﹤0.01% 943
2022
Q3 		$2K Hold
31
– – ﹤0.01% 953
2022
Q2 		$2K Hold
31
– – ﹤0.01% 980
2022
Q1 		$2K Hold
31
– – ﹤0.01% 933
2021
Q4 		$2K Buy
+31
New +$2.3K ﹤0.01% 1003

Other funds holding IUSV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Salem Investment Counselors's IUSV Position: Q2 2024 in Review

Salem Investment Counselors sold out of iShares Core S&P US Value ETF (IUSV) in Q2 2024, closing a stake of 202 shares — an estimated $18.3K sold.

Salem Investment Counselors first reported a position in IUSV in Q4 2021 and held it in 10 quarters. The position peaked at $18.3K in Q1 2024. 651 funds tracked by Wall St. Rank hold IUSV as of Q2 2024.

  • Salem Investment Counselors reported no remaining iShares Core S&P US Value ETF position as of Q2 2024 after selling out during the quarter.
  • Salem Investment Counselors sold 202 iShares Core S&P US Value ETF shares in Q2 2024, an estimated $18.3K.
  • Salem Investment Counselors first reported a position in iShares Core S&P US Value ETF in Q4 2021 and held it in 10 quarters.
  • Salem Investment Counselors's iShares Core S&P US Value ETF position peaked at $18.3K in Q1 2024.
  • 651 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2024.

Based on Salem Investment Counselors's 13F filing for Q2 2024, filed 11 Jul 2024.