SIC
IWC icon

Salem Investment Counselors’s iShares Micro-Cap ETF IWC Stock Holding History

Salem Investment Counselors’s Portfolio IWC Stock Details IWC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$7K Hold
35
– – ﹤0.01% 964
2026
Q1 		$5.59K Buy
+35
New +$5.81K ﹤0.01% 956
2025
Q4 		– Sell
-35
Closed -$5.22K – 773
2025
Q3 		$5.22K Hold
35
– – ﹤0.01% 977
2025
Q2 		$4.47K Hold
35
– – ﹤0.01% 961
2025
Q1 		$3.88K Hold
35
– – ﹤0.01% 956
2024
Q4 		$4.56K Hold
35
– – ﹤0.01% 932
2024
Q3 		$4.32K Hold
35
– – ﹤0.01% 942
2024
Q2 		$3.99K Hold
35
– – ﹤0.01% 950
2024
Q1 		$4.24K Hold
35
– – ﹤0.01% 947
2023
Q4 		$4.06K Hold
35
– – ﹤0.01% 933
2023
Q3 		$3.52K Hold
35
– – ﹤0.01% 930
2023
Q2 		$3.83K Sell
35
-1,000
-97% -$105K ﹤0.01% 944
2023
Q1 		$108K Hold
1,035
– – ﹤0.01% 402
2022
Q4 		$112K Hold
1,035
– – ﹤0.01% 396
2022
Q3 		$107K Hold
1,035
– – ﹤0.01% 385
2022
Q2 		$108K Hold
1,035
– – ﹤0.01% 402
2022
Q1 		$133K Hold
1,035
– – 0.01% 384
2021
Q4 		$145K Hold
1,035
– – 0.01% 409
2021
Q3 		$149K Hold
1,035
– – 0.01% 373
2021
Q2 		$158K Hold
1,035
– – 0.01% 355
2021
Q1 		$152K Hold
1,035
– – 0.01% 317
2020
Q4 		$123K Hold
1,035
– – 0.01% 328
2020
Q3 		$94K Sell
1,035
-295
-22% -$26.9K 0.01% 314
2020
Q2 		$116K Sell
1,330
-1,685
-56% -$132K 0.01% 285
2020
Q1 		$202K Sell
3,015
-1,300
-30% -$115K 0.02% 229
2019
Q4 		$429K Sell
4,315
-925
-18% -$85.6K 0.04% 194
2019
Q3 		$462K Hold
5,240
– – 0.04% 183
2019
Q2 		$488K Buy
+5,240
New +$486K 0.05% 189
2017
Q2 		– Sell
-1,250
Closed -$106K – 697
2017
Q1 		$106K Sell
1,250
-1,300
-51% -$110K 0.01% 294
2016
Q4 		$219K Buy
+2,550
New +$205K 0.03% 229

Other funds holding IWC

WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return
WTC
WhitTier Trust Company Reno, Nevada $5.35B AUM 29.91% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return
HHGA
Halbert Hargrove Global Advisors Long Beach, California $2.31B AUM 21.64% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
TCM
TABR Capital Management Orange, California $117M AUM 33.23% 1-Year Est. Return
ST
Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

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

Salem Investment Counselors held its iShares Micro-Cap ETF (IWC) position steady in Q2 2026 at 35 shares worth $7K. The position accounts for ﹤0.01% of the portfolio, ranked #964.

Salem Investment Counselors first reported a position in IWC in Q4 2016 and has held it in 30 quarters since. The position peaked at $488K in Q2 2019. 96 funds tracked by Wall St. Rank hold IWC as of Q2 2026.

  • Salem Investment Counselors held 35 shares of iShares Micro-Cap ETF worth $7K as of Q2 2026.
  • Salem Investment Counselors left its iShares Micro-Cap ETF share count unchanged in Q2 2026.
  • iShares Micro-Cap ETF made up ﹤0.01% of Salem Investment Counselors's portfolio in Q2 2026, its #964 holding.
  • Salem Investment Counselors first reported a position in iShares Micro-Cap ETF in Q4 2016 and has held it in 30 quarters since.
  • Salem Investment Counselors's iShares Micro-Cap ETF position peaked at $488K in Q2 2019.
  • 96 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q2 2026.

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