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Salem Investment Counselors’s iShares S&P 500 Growth ETF IVW Stock Holding History

Salem Investment Counselors’s Portfolio IVW Stock Details IVW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.1M Sell
7,980
-240
-3% -$31.7K 0.03% 223
2026
Q1 		$930K Buy
8,220
+105
+1% +$12.6K 0.03% 224
2025
Q4 		$1M Sell
8,115
-2,229
-22% -$273K 0.03% 207
2025
Q3 		$1.25M Hold
10,344
– – 0.04% 189
2025
Q2 		$1.14M Hold
10,344
– – 0.04% 191
2025
Q1 		$960K Hold
10,344
– – 0.03% 192
2024
Q4 		$1.05M Buy
10,344
+2,179
+27% +$217K 0.03% 192
2024
Q3 		$782K Hold
8,165
– – 0.02% 226
2024
Q2 		$756K Buy
8,165
+600
+8% +$51.7K 0.02% 224
2024
Q1 		$639K Hold
7,565
– – 0.02% 237
2023
Q4 		$568K Buy
7,565
+50
+0.7% +$3.56K 0.02% 242
2023
Q3 		$516K Hold
7,515
– – 0.02% 240
2023
Q2 		$530K Hold
7,515
– – 0.02% 233
2023
Q1 		$480K Buy
7,515
+121
+2% +$7.4K 0.02% 243
2022
Q4 		$433K Hold
7,394
– – 0.02% 253
2022
Q3 		$428K Hold
7,394
– – 0.02% 241
2022
Q2 		$446K Buy
7,394
+190
+3% +$12.6K 0.02% 250
2022
Q1 		$550K Hold
7,204
– – 0.02% 250
2021
Q4 		$603K Hold
7,204
– – 0.02% 252
2021
Q3 		$532K Hold
7,204
– – 0.03% 238
2021
Q2 		$524K Hold
7,204
– – 0.03% 238
2021
Q1 		$469K Hold
7,204
– – 0.03% 215
2020
Q4 		$460K Hold
7,204
– – 0.03% 200
2020
Q3 		$416K Hold
7,204
– – 0.03% 194
2020
Q2 		$374K Hold
7,204
– – 0.03% 198
2020
Q1 		$297K Hold
7,204
– – 0.03% 198
2019
Q4 		$349K Hold
7,204
– – 0.03% 213
2019
Q3 		$324K Buy
7,204
+384
+6% +$17.4K 0.03% 209
2019
Q2 		$306K Buy
+6,820
New +$300K 0.03% 223
2017
Q2 		– Sell
-6,700
Closed -$220K – 695
2017
Q1 		$220K Hold
6,700
– – 0.02% 229
2016
Q4 		$204K Hold
6,700
– – 0.02% 234
2016
Q3 		$2.04K Buy
+6,700
New +$203K 0.03% 210

Other funds holding IVW

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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
JC
JB Capital Wethersfield, Connecticut $2.89B AUM 29.25% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

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

Salem Investment Counselors reduced its iShares S&P 500 Growth ETF (IVW) stake by 2.9% in Q2 2026, selling an estimated $31.7K and leaving 7,980 shares worth $1.1M. The position accounts for 0.03% of the portfolio, ranked #223.

Salem Investment Counselors first reported a position in IVW in Q3 2016 and has held it in 32 quarters since. The position peaked at $1.25M in Q3 2025. 1,009 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • Salem Investment Counselors held 7,980 shares of iShares S&P 500 Growth ETF worth $1.1M as of Q2 2026.
  • Salem Investment Counselors sold 240 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $31.7K.
  • iShares S&P 500 Growth ETF made up 0.03% of Salem Investment Counselors's portfolio in Q2 2026, its #223 holding.
  • Salem Investment Counselors first reported a position in iShares S&P 500 Growth ETF in Q3 2016 and has held it in 32 quarters since.
  • Salem Investment Counselors's iShares S&P 500 Growth ETF position peaked at $1.25M in Q3 2025.
  • 1,009 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

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