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Salem Investment Counselors’s iShares Russell 2000 ETF IWM Stock Holding History

Salem Investment Counselors’s Portfolio IWM Stock Details IWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.04M Sell
13,443
-265
-2% -$74.5K 0.1% 122
2026
Q1 		$3.4M Hold
13,708
– – 0.1% 117
2025
Q4 		$3.37M Hold
13,708
– – 0.1% 119
2025
Q3 		$3.32M Sell
13,708
-165
-1% -$37.9K 0.09% 119
2025
Q2 		$2.99M Sell
13,873
-175
-1% -$35.2K 0.09% 125
2025
Q1 		$2.8M Hold
14,048
– – 0.1% 120
2024
Q4 		$3.1M Hold
14,048
– – 0.1% 114
2024
Q3 		$3.1M Sell
14,048
-100
-0.7% -$21.4K 0.09% 120
2024
Q2 		$2.87M Sell
14,148
-4
-0% -$808 0.09% 123
2024
Q1 		$2.98M Hold
14,152
– – 0.1% 121
2023
Q4 		$2.84M Sell
14,152
-100
-0.7% -$17.9K 0.1% 112
2023
Q3 		$2.53M Buy
14,252
+146
+1% +$27.4K 0.1% 113
2023
Q2 		$2.64M Hold
14,106
– – 0.1% 113
2023
Q1 		$2.52M Sell
14,106
-31
-0.2% -$5.71K 0.1% 116
2022
Q4 		$2.46M Buy
14,137
+176
+1% +$31.3K 0.11% 114
2022
Q3 		$2.3M Sell
13,961
-603
-4% -$110K 0.1% 116
2022
Q2 		$2.47M Sell
14,564
-738
-5% -$136K 0.11% 115
2022
Q1 		$3.14M Sell
15,302
-829
-5% -$169K 0.12% 107
2021
Q4 		$3.59M Sell
16,131
-203
-1% -$45.9K 0.13% 98
2021
Q3 		$3.57M Buy
16,334
+145
+0.9% +$32.1K 0.2% 97
2021
Q2 		$3.71M Sell
16,189
-587
-3% -$132K 0.2% 97
2021
Q1 		$3.71M Buy
16,776
+118
+0.7% +$25.8K 0.23% 92
2020
Q4 		$3.27M Buy
16,658
+631
+4% +$110K 0.22% 91
2020
Q3 		$2.4M Sell
16,027
-350
-2% -$52.7K 0.18% 96
2020
Q2 		$2.35M Buy
16,377
+22
+0.1% +$2.89K 0.2% 96
2020
Q1 		$1.87M Sell
16,355
-1,000
-6% -$149K 0.19% 96
2019
Q4 		$2.88M Buy
17,355
+1,650
+11% +$261K 0.24% 90
2019
Q3 		$2.38M Sell
15,705
-345
-2% -$52.7K 0.22% 97
2019
Q2 		$2.5M Buy
+16,050
New +$2.47M 0.23% 98
2017
Q2 		– Sell
-46,297
Closed -$6.36M – 700
2017
Q1 		$6.36M Sell
46,297
-500
-1% -$68.3K 0.68% 39
2016
Q4 		$6.31M Buy
46,797
+526
+1% +$67.2K 0.72% 39
2016
Q3 		$57.5K Buy
46,271
+1,525
+3% +$185K 0.75% 40
2016
Q2 		$5.14M Buy
44,746
+1,400
+3% +$158K 0.62% 51
2016
Q1 		$4.79M Sell
43,346
-100
-0.2% -$10.4K 0.59% 51
2015
Q4 		$4.89M Buy
43,446
+1,400
+3% +$161K 0.62% 49
2015
Q3 		$4.55M Buy
42,046
+980
+2% +$116K 0.59% 46
2015
Q2 		$5.13M Buy
41,066
+569
+1% +$71.1K 0.62% 48
2015
Q1 		$5.04M Buy
40,497
+2,350
+6% +$283K 0.6% 49
2014
Q4 		$4.56M Buy
38,147
+401
+1% +$45.9K 0.54% 51
2014
Q3 		$4.13M Buy
37,746
+1,601
+4% +$183K 0.5% 57
2014
Q2 		$4.29M Sell
36,145
-740
-2% -$84K 0.52% 57
2014
Q1 		$4.29M Buy
36,885
+540
+1% +$62.3K 0.53% 55
2013
Q4 		$4.19M Buy
36,345
+450
+1% +$49.7K 0.55% 55
2013
Q3 		$3.83M Buy
35,895
+5,091
+17% +$527K 0.53% 58
2013
Q2 		$2.99M Buy
+30,804
New +$2.94M 0.43% 65

Other funds holding IWM

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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return

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

Salem Investment Counselors reduced its iShares Russell 2000 ETF (IWM) stake by 1.9% in Q2 2026, selling an estimated $74.5K and leaving 13,443 shares worth $4.04M. The position accounts for 0.1% of the portfolio, ranked #122.

Salem Investment Counselors first reported a position in IWM in Q2 2013 and has held it in 45 quarters since. The position peaked at $6.36M in Q1 2017. 1,115 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Salem Investment Counselors held 13,443 shares of iShares Russell 2000 ETF worth $4.04M as of Q2 2026.
  • Salem Investment Counselors sold 265 iShares Russell 2000 ETF shares in Q2 2026, an estimated $74.5K.
  • iShares Russell 2000 ETF made up 0.1% of Salem Investment Counselors's portfolio in Q2 2026, its #122 holding.
  • Salem Investment Counselors first reported a position in iShares Russell 2000 ETF in Q2 2013 and has held it in 45 quarters since.
  • Salem Investment Counselors's iShares Russell 2000 ETF position peaked at $6.36M in Q1 2017.
  • 1,115 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

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