Salem Investment Counselors
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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
Q3 		$1.67M Sell
7,300
-9
-0.1% -$2.1K 0.04% 182
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

HFBOT
Home Federal Bank of Tennessee Knoxville, Tennessee $465M AUM 18.18% 1-Year Est. Return
EWA
Encompass Wealth Advisors Portland, Oregon $676M AUM 20.47% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
WWG
West Wealth Group Irvine, California $645M AUM 17.37% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CX Institutional
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
PCA
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 15.9% 1-Year Est. Return
FLA
Financial Life Advisors San Antonio, Texas $352M AUM 8.42% 1-Year Est. Return

Salem Investment Counselors's IVE Position: Q3 2026 in Review

Salem Investment Counselors reduced its iShares S&P 500 Value ETF (IVE) stake by 0.12% in Q3 2026, selling an estimated $2.1K and leaving 7,300 shares worth $1.67M. The position accounts for 0.04% of the portfolio, ranked #182.

Salem Investment Counselors first reported a position in IVE in Q4 2021 and has held it in 20 quarters since. The position peaked at $2.22M in Q3 2024. 291 funds tracked by Wall St. Rank hold IVE as of Q3 2026.

  • Salem Investment Counselors held 7,300 shares of iShares S&P 500 Value ETF worth $1.67M as of Q3 2026.
  • Salem Investment Counselors sold 9 iShares S&P 500 Value ETF shares in Q3 2026, an estimated $2.1K.
  • iShares S&P 500 Value ETF made up 0.04% of Salem Investment Counselors's portfolio in Q3 2026, its #182 holding.
  • Salem Investment Counselors first reported a position in iShares S&P 500 Value ETF in Q4 2021 and has held it in 20 quarters since.
  • Salem Investment Counselors's iShares S&P 500 Value ETF position peaked at $2.22M in Q3 2024.
  • 291 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q3 2026.

Based on Salem Investment Counselors's 13F filing for Q3 2026, filed 13 Oct 2026.