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Salem Investment Counselors’s iShares Core S&P 500 ETF IVV Stock Holding History

Salem Investment Counselors’s Portfolio IVV Stock Details IVV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$7.47M Sell
9,978
-767
-7% -$559K 0.19% 79
2026
Q1 		$7.02M Sell
10,745
-192
-2% -$131K 0.21% 79
2025
Q4 		$7.49M Sell
10,937
-120
-1% -$81.5K 0.21% 70
2025
Q3 		$7.4M Buy
11,057
+469
+4% +$302K 0.21% 72
2025
Q2 		$6.57M Buy
10,588
+57
+0.5% +$32.7K 0.21% 81
2025
Q1 		$5.92M Buy
10,531
+130
+1% +$76.8K 0.21% 75
2024
Q4 		$6.12M Sell
10,401
-392
-4% -$232K 0.2% 71
2024
Q3 		$6.23M Buy
10,793
+546
+5% +$304K 0.19% 74
2024
Q2 		$5.61M Sell
10,247
-36
-0.4% -$18.9K 0.18% 82
2024
Q1 		$5.41M Buy
10,283
+90
+0.9% +$45K 0.18% 84
2023
Q4 		$4.87M Buy
10,193
+233
+2% +$104K 0.17% 85
2023
Q3 		$4.3M Buy
9,960
+420
+4% +$188K 0.16% 88
2023
Q2 		$4.25M Buy
9,540
+374
+4% +$158K 0.15% 92
2023
Q1 		$3.77M Buy
9,166
+264
+3% +$106K 0.15% 95
2022
Q4 		$3.42M Buy
8,902
+174
+2% +$67.1K 0.15% 95
2022
Q3 		$3.13M Sell
8,728
-258
-3% -$103K 0.14% 99
2022
Q2 		$3.41M Buy
8,986
+644
+8% +$265K 0.16% 97
2022
Q1 		$3.79M Sell
8,342
-293
-3% -$131K 0.15% 91
2021
Q4 		$4.12M Buy
8,635
+537
+7% +$247K 0.14% 89
2021
Q3 		$3.49M Sell
8,098
-546
-6% -$242K 0.19% 98
2021
Q2 		$3.72M Buy
8,644
+1,107
+15% +$464K 0.2% 96
2021
Q1 		$3M Buy
7,537
+291
+4% +$113K 0.18% 98
2020
Q4 		$2.72M Buy
7,246
+990
+16% +$352K 0.18% 99
2020
Q3 		$2.1M Buy
6,256
+73
+1% +$24.3K 0.16% 101
2020
Q2 		$1.92M Buy
6,183
+181
+3% +$53.1K 0.16% 102
2020
Q1 		$1.55M Sell
6,002
-10
-0.2% -$3.06K 0.16% 107
2019
Q4 		$1.94M Sell
6,012
-11
-0.2% -$3.4K 0.16% 114
2019
Q3 		$1.8M Buy
6,023
+7
+0.1% +$2.08K 0.17% 115
2019
Q2 		$1.77M Buy
+6,016
New +$1.74M 0.16% 116
2017
Q2 		– Sell
-59,945
Closed -$14.2M – 694
2017
Q1 		$14.2M Buy
59,945
+1,358
+2% +$318K 1.51% 17
2016
Q4 		$13.2M Buy
58,587
+1,322
+2% +$291K 1.51% 16
2016
Q3 		$125K Sell
57,265
-749
-1% -$163K 1.63% 17
2016
Q2 		$12.2M Buy
58,014
+1,401
+2% +$292K 1.47% 15
2016
Q1 		$11.7M Buy
56,613
+90
+0.2% +$17.7K 1.45% 16
2015
Q4 		$11.6M Buy
56,523
+1,757
+3% +$363K 1.46% 17
2015
Q3 		$10.5M Buy
54,766
+4,408
+9% +$900K 1.37% 18
2015
Q2 		$10.4M Buy
50,358
+853
+2% +$181K 1.27% 20
2015
Q1 		$10.3M Buy
49,505
+4,923
+11% +$1.02M 1.23% 19
2014
Q4 		$9.22M Buy
44,582
+1,727
+4% +$350K 1.1% 24
2014
Q3 		$8.5M Buy
42,855
+2,534
+6% +$504K 1.02% 27
2014
Q2 		$7.94M Buy
40,321
+529
+1% +$101K 0.96% 30
2014
Q1 		$7.49M Buy
39,792
+2,179
+6% +$402K 0.93% 32
2013
Q4 		$6.98M Sell
37,613
-43
-0.1% -$7.65K 0.91% 33
2013
Q3 		$6.36M Buy
37,656
+542
+1% +$91.3K 0.88% 33
2013
Q2 		$5.97M Buy
+37,114
New +$6.01M 0.86% 36

Other funds holding IVV

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
NFA
Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

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

Salem Investment Counselors reduced its iShares Core S&P 500 ETF (IVV) stake by 7.1% in Q2 2026, selling an estimated $559K and leaving 9,978 shares worth $7.47M. The position accounts for 0.19% of the portfolio, ranked #79.

Salem Investment Counselors first reported a position in IVV in Q2 2013 and has held it in 45 quarters since. The position peaked at $14.2M in Q1 2017. 1,526 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Salem Investment Counselors held 9,978 shares of iShares Core S&P 500 ETF worth $7.47M as of Q2 2026.
  • Salem Investment Counselors sold 767 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $559K.
  • iShares Core S&P 500 ETF made up 0.19% of Salem Investment Counselors's portfolio in Q2 2026, its #79 holding.
  • Salem Investment Counselors first reported a position in iShares Core S&P 500 ETF in Q2 2013 and has held it in 45 quarters since.
  • Salem Investment Counselors's iShares Core S&P 500 ETF position peaked at $14.2M in Q1 2017.
  • 1,526 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

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