Salem Investment Counselors’s iShares Russell 1000 ETF IWB Stock Holding History

Salem Investment Counselors’s Portfolio IWB Stock Details IWB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$917K	Hold	2,240	–	–	0.02%	239
2026 Q1	$799K	Hold	2,240	–	–	0.02%	240
2025 Q4	$837K	Hold	2,240	–	–	0.02%	227
2025 Q3	$819K	Hold	2,240	–	–	0.02%	234
2025 Q2	$761K	Hold	2,240	–	–	0.02%	236
2025 Q1	$687K	Hold	2,240	–	–	0.02%	233
2024 Q4	$722K	Hold	2,240	–	–	0.02%	234
2024 Q3	$704K	Hold	2,240	–	–	0.02%	235
2024 Q2	$666K	Buy	2,240 +25	+1%	+$7.18K	0.02%	234
2024 Q1	$638K	Hold	2,215	–	–	0.02%	238
2023 Q4	$581K	Hold	2,215	–	–	0.02%	238
2023 Q3	$522K	Hold	2,215	–	–	0.02%	239
2023 Q2	$540K	Hold	2,215	–	–	0.02%	230
2023 Q1	$499K	Buy	2,215 +1,648	+291%	+$363K	0.02%	235
2022 Q4	$119K	Hold	567	–	–	0.01%	385
2022 Q3	$112K	Hold	567	–	–	0.01%	380
2022 Q2	$118K	Sell	567 -20	-3%	-$4.52K	0.01%	394
2022 Q1	$147K	Sell	587 -12	-2%	-$2.96K	0.01%	377
2021 Q4	$158K	Hold	599	–	–	0.01%	397
2021 Q3	$145K	Hold	599	–	–	0.01%	380
2021 Q2	$145K	Hold	599	–	–	0.01%	366
2021 Q1	$134K	Sell	599 -240	-29%	-$52.5K	0.01%	333
2020 Q4	$178K	Hold	839	–	–	0.01%	286
2020 Q3	$157K	Hold	839	–	–	0.01%	261
2020 Q2	$144K	Sell	839 -157	-16%	-$25.4K	0.01%	263
2020 Q1	$141K	Hold	996	–	–	0.01%	256
2019 Q4	$178K	Hold	996	–	–	0.01%	253
2019 Q3	$164K	Buy	996 +157	+19%	+$25.8K	0.02%	259
2019 Q2	$137K	Buy	+839	New	+$134K	0.01%	272
2017 Q2	–	Sell	-760	Closed	-$99K	–	696
2017 Q1	$99K	Hold	760	–	–	0.01%	301
2016 Q4	$95K	Hold	760	–	–	0.01%	302
2016 Q3	$915	Buy	+760	New	+$91.3K	0.01%	267

Other funds holding IWB

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

LWMT

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

MLFP

MPS Loria Financial Planners Burr Ridge, Illinois $435M AUM 27.53% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SWP

Sagespring Wealth Partners Franklin, Tennessee $6.51B AUM 23.96% 1-Year Est. Return

AIA

Arbor Investment Advisors Winston Salem, North Carolina $883M AUM 17.9% 1-Year Est. Return

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

Salem Investment Counselors held its iShares Russell 1000 ETF (IWB) position steady in Q2 2026 at 2,240 shares worth $917K. The position accounts for 0.02% of the portfolio, ranked #239.

Salem Investment Counselors first reported a position in IWB in Q3 2016 and has held it in 32 quarters since. 773 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

Salem Investment Counselors held 2,240 shares of iShares Russell 1000 ETF worth $917K as of Q2 2026.
Salem Investment Counselors left its iShares Russell 1000 ETF share count unchanged in Q2 2026.
iShares Russell 1000 ETF made up 0.02% of Salem Investment Counselors's portfolio in Q2 2026, its #239 holding.
Salem Investment Counselors first reported a position in iShares Russell 1000 ETF in Q3 2016 and has held it in 32 quarters since.
773 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

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