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Salem Investment Counselors’s iShares S&P 500 Value ETF IVE Stock Holding History

Salem Investment Counselors’s Portfolio IVE Stock Details IVE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.66M Buy
7,309
+39
+0.5% +$8.71K 0.04% 187
2026
Q1 		$1.54M Hold
7,270
– – 0.05% 179
2025
Q4 		$1.54M Sell
7,270
-169
-2% -$35.4K 0.04% 174
2025
Q3 		$1.54M Hold
7,439
– – 0.04% 174
2025
Q2 		$1.45M Hold
7,439
– – 0.05% 173
2025
Q1 		$1.42M Sell
7,439
-4,000
-35% -$774K 0.05% 167
2024
Q4 		$2.18M Buy
11,439
+169
+1% +$33.5K 0.07% 141
2024
Q3 		$2.22M Sell
11,270
-270
-2% -$51.3K 0.07% 144
2024
Q2 		$2.1M Hold
11,540
– – 0.07% 144
2024
Q1 		$2.16M Hold
11,540
– – 0.07% 141
2023
Q4 		$2.01M Sell
11,540
-80
-0.7% -$12.9K 0.07% 132
2023
Q3 		$1.8M Hold
11,620
– – 0.07% 133
2023
Q2 		$1.87M Hold
11,620
– – 0.07% 134
2023
Q1 		$1.76M Hold
11,620
– – 0.07% 136
2022
Q4 		$1.69M Hold
11,620
– – 0.07% 139
2022
Q3 		$1.49M Buy
11,620
+2,000
+21% +$283K 0.07% 139
2022
Q2 		$1.32M Sell
9,620
-2,920
-23% -$431K 0.06% 155
2022
Q1 		$1.95M Buy
12,540
+7,000
+126% +$1.08M 0.08% 137
2021
Q4 		$868K Buy
+5,540
New +$842K 0.03% 205

Other funds holding IVE

PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
HFBOT
Home Federal Bank of Tennessee Knoxville, Tennessee $463M AUM 24.62% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
ANB
Amarillo National Bank Amarillo, Texas $624M AUM 20.28% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
SPIA
Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

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

Salem Investment Counselors increased its iShares S&P 500 Value ETF (IVE) stake by 0.54% in Q2 2026, buying an estimated $8.71K and bringing the position to 7,309 shares worth $1.66M. The position accounts for 0.04% of the portfolio, ranked #187.

Salem Investment Counselors first reported a position in IVE in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.22M in Q3 2024. 616 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

  • Salem Investment Counselors held 7,309 shares of iShares S&P 500 Value ETF worth $1.66M as of Q2 2026.
  • Salem Investment Counselors bought 39 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $8.71K.
  • iShares S&P 500 Value ETF made up 0.04% of Salem Investment Counselors's portfolio in Q2 2026, its #187 holding.
  • Salem Investment Counselors first reported a position in iShares S&P 500 Value ETF in Q4 2021 and has held it in 19 quarters since.
  • Salem Investment Counselors's iShares S&P 500 Value ETF position peaked at $2.22M in Q3 2024.
  • 616 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

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