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

Salem Investment Counselors’s Portfolio IWD Stock Details IWD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$524K Hold
2,163
– – 0.01% 301
2026
Q1 		$462K Sell
2,163
-25
-1% -$5.47K 0.01% 292
2025
Q4 		$460K Sell
2,188
-11
-0.5% -$2.27K 0.01% 287
2025
Q3 		$448K Sell
2,199
-53
-2% -$10.5K 0.01% 291
2025
Q2 		$437K Sell
2,252
-151
-6% -$28K 0.01% 289
2025
Q1 		$452K Buy
2,403
+69
+3% +$13.1K 0.02% 268
2024
Q4 		$432K Hold
2,334
– – 0.01% 278
2024
Q3 		$443K Hold
2,334
– – 0.01% 283
2024
Q2 		$407K Hold
2,334
– – 0.01% 284
2024
Q1 		$418K Buy
2,334
+477
+26% +$80.7K 0.01% 282
2023
Q4 		$307K Sell
1,857
-10
-0.5% -$1.54K 0.01% 301
2023
Q3 		$285K Hold
1,867
– – 0.01% 293
2023
Q2 		$295K Hold
1,867
– – 0.01% 291
2023
Q1 		$284K Sell
1,867
-42
-2% -$6.49K 0.01% 301
2022
Q4 		$290K Buy
1,909
+125
+7% +$18.7K 0.01% 293
2022
Q3 		$243K Hold
1,784
– – 0.01% 287
2022
Q2 		$259K Hold
1,784
– – 0.01% 300
2022
Q1 		$296K Hold
1,784
– – 0.01% 298
2021
Q4 		$300K Hold
1,784
– – 0.01% 325
2021
Q3 		$279K Hold
1,784
– – 0.02% 302
2021
Q2 		$283K Hold
1,784
– – 0.02% 293
2021
Q1 		$270K Hold
1,784
– – 0.02% 259
2020
Q4 		$244K Sell
1,784
-100
-5% -$12.8K 0.02% 261
2020
Q3 		$223K Sell
1,884
-518
-22% -$61.4K 0.02% 242
2020
Q2 		$271K Sell
2,402
-22
-0.9% -$2.42K 0.02% 220
2020
Q1 		$240K Buy
2,424
+640
+36% +$79.8K 0.02% 216
2019
Q4 		$243K Buy
1,784
+1,111
+165% +$146K 0.02% 232
2019
Q3 		$86K Hold
673
– – 0.01% 320
2019
Q2 		$86K Buy
+673
New +$84.2K 0.01% 315
2017
Q2 		– Sell
-100
Closed -$11K – 698
2017
Q1 		$11K Hold
100
– – ﹤0.01% 520
2016
Q4 		$11K Sell
100
-410
-80% -$44.3K ﹤0.01% 488
2016
Q3 		$539 Buy
+510
New +$53.8K 0.01% 315

Other funds holding IWD

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
OC
Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return

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

Salem Investment Counselors held its iShares Russell 1000 Value ETF (IWD) position steady in Q2 2026 at 2,163 shares worth $524K. The position accounts for 0.01% of the portfolio, ranked #301.

Salem Investment Counselors first reported a position in IWD in Q3 2016 and has held it in 32 quarters since. 888 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • Salem Investment Counselors held 2,163 shares of iShares Russell 1000 Value ETF worth $524K as of Q2 2026.
  • Salem Investment Counselors left its iShares Russell 1000 Value ETF share count unchanged in Q2 2026.
  • iShares Russell 1000 Value ETF made up 0.01% of Salem Investment Counselors's portfolio in Q2 2026, its #301 holding.
  • Salem Investment Counselors first reported a position in iShares Russell 1000 Value ETF in Q3 2016 and has held it in 32 quarters since.
  • 888 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

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