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

Salem Investment Counselors’s Portfolio IWN Stock Details IWN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$12.6K Hold
57
– – ﹤0.01% 866
2026
Q1 		$10.8K Buy
+57
New +$11K ﹤0.01% 869
2025
Q4 		– Sell
-72
Closed -$12.7K – 774
2025
Q3 		$12.7K Hold
72
– – ﹤0.01% 832
2025
Q2 		$11.4K Sell
72
-75
-51% -$11.2K ﹤0.01% 833
2025
Q1 		$22.2K Hold
147
– – ﹤0.01% 696
2024
Q4 		$24.1K Hold
147
– – ﹤0.01% 696
2024
Q3 		$24.5K Hold
147
– – ﹤0.01% 707
2024
Q2 		$22.4K Buy
147
+42
+40% +$6.42K ﹤0.01% 709
2024
Q1 		$16.7K Buy
105
+30
+40% +$4.54K ﹤0.01% 748
2023
Q4 		$11.7K Hold
75
– – ﹤0.01% 785
2023
Q3 		$10.2K Hold
75
– – ﹤0.01% 790
2023
Q2 		$10.6K Hold
75
– – ﹤0.01% 816
2023
Q1 		$10.3K Hold
75
– – ﹤0.01% 808
2022
Q4 		$10.4K Buy
+75
New +$10.6K ﹤0.01% 773
2022
Q1 		– Sell
-290
Closed -$48K – 1052
2021
Q4 		$48K Sell
290
-11
-4% -$1.83K ﹤0.01% 567
2021
Q3 		$48K Buy
+301
New +$48.4K ﹤0.01% 509

Other funds holding IWN

DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
WF
WoodTrust Financial Wisconsin Rapids, Wisconsin $842M AUM 28.01% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

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

Salem Investment Counselors held its iShares Russell 2000 Value ETF (IWN) position steady in Q2 2026 at 57 shares worth $12.6K. The position accounts for ﹤0.01% of the portfolio, ranked #866.

Salem Investment Counselors first reported a position in IWN in Q3 2021 and has held it in 16 quarters since. The position peaked at $48K in Q4 2021. 455 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

  • Salem Investment Counselors held 57 shares of iShares Russell 2000 Value ETF worth $12.6K as of Q2 2026.
  • Salem Investment Counselors left its iShares Russell 2000 Value ETF share count unchanged in Q2 2026.
  • iShares Russell 2000 Value ETF made up ﹤0.01% of Salem Investment Counselors's portfolio in Q2 2026, its #866 holding.
  • Salem Investment Counselors first reported a position in iShares Russell 2000 Value ETF in Q3 2021 and has held it in 16 quarters since.
  • Salem Investment Counselors's iShares Russell 2000 Value ETF position peaked at $48K in Q4 2021.
  • 455 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

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