SIC
IWO icon

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

Salem Investment Counselors’s Portfolio IWO Stock Details IWO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$14.6K Hold
37
– – ﹤0.01% 832
2026
Q1 		$11.6K Buy
+37
New +$12.3K ﹤0.01% 851
2025
Q4 		– Sell
-37
Closed -$11.8K – 775
2025
Q3 		$11.8K Hold
37
– – ﹤0.01% 852
2025
Q2 		$10.6K Hold
37
– – ﹤0.01% 849
2025
Q1 		$9.46K Hold
37
– – ﹤0.01% 845
2024
Q4 		$10.7K Hold
37
– – ﹤0.01% 824
2024
Q3 		$10.5K Hold
37
– – ﹤0.01% 834
2024
Q2 		$9.71K Sell
37
-34
-48% -$8.83K ﹤0.01% 842
2024
Q1 		$19.2K Buy
71
+37
+109% +$9.45K ﹤0.01% 719
2023
Q4 		$8.58K Buy
+34
New +$7.66K ﹤0.01% 843
2022
Q1 		– Sell
-119
Closed -$35K – 1053
2021
Q4 		$35K Sell
119
-4
-3% -$1.21K ﹤0.01% 617
2021
Q3 		$36K Buy
123
+94
+324% +$28.2K ﹤0.01% 546
2021
Q2 		$9K Hold
29
– – ﹤0.01% 731
2021
Q1 		$9K Hold
29
– – ﹤0.01% 691
2020
Q4 		$8K Buy
+29
New +$7.39K ﹤0.01% 673

Other funds holding IWO

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
BPWM
Badgley Phelps Wealth Managers Seattle, Washington $5.71B AUM 30.33% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CL
Choreo LLC Rockford, Illinois $9.11B AUM 26.3% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

Salem Investment Counselors held its iShares Russell 2000 Growth ETF (IWO) position steady in Q2 2026 at 37 shares worth $14.6K. The position accounts for ﹤0.01% of the portfolio, ranked #832.

Salem Investment Counselors first reported a position in IWO in Q4 2020 and has held it in 15 quarters since. The position peaked at $36K in Q3 2021. 541 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

  • Salem Investment Counselors held 37 shares of iShares Russell 2000 Growth ETF worth $14.6K as of Q2 2026.
  • Salem Investment Counselors left its iShares Russell 2000 Growth ETF share count unchanged in Q2 2026.
  • iShares Russell 2000 Growth ETF made up ﹤0.01% of Salem Investment Counselors's portfolio in Q2 2026, its #832 holding.
  • Salem Investment Counselors first reported a position in iShares Russell 2000 Growth ETF in Q4 2020 and has held it in 15 quarters since.
  • Salem Investment Counselors's iShares Russell 2000 Growth ETF position peaked at $36K in Q3 2021.
  • 541 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

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