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Salem Investment Counselors’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Salem Investment Counselors’s Portfolio IWP Stock Details IWP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$245K Hold
1,670
– – 0.01% 379
2026
Q1 		$214K Hold
1,670
– – 0.01% 374
2025
Q4 		$229K Hold
1,670
– – 0.01% 362
2025
Q3 		$238K Hold
1,670
– – 0.01% 354
2025
Q2 		$232K Hold
1,670
– – 0.01% 352
2025
Q1 		$196K Hold
1,670
– – 0.01% 359
2024
Q4 		$212K Hold
1,670
– – 0.01% 359
2024
Q3 		$196K Hold
1,670
– – 0.01% 375
2024
Q2 		$184K Hold
1,670
– – 0.01% 368
2024
Q1 		$191K Hold
1,670
– – 0.01% 365
2023
Q4 		$174K Hold
1,670
– – 0.01% 365
2023
Q3 		$153K Hold
1,670
– – 0.01% 367
2023
Q2 		$161K Hold
1,670
– – 0.01% 357
2023
Q1 		$152K Sell
1,670
-120
-7% -$10.7K 0.01% 370
2022
Q4 		$150K Hold
1,790
– – 0.01% 364
2022
Q3 		$140K Hold
1,790
– – 0.01% 353
2022
Q2 		$142K Hold
1,790
– – 0.01% 377
2022
Q1 		$180K Sell
1,790
-574
-24% -$57.2K 0.01% 350
2021
Q4 		$272K Sell
2,364
-121
-5% -$14.1K 0.01% 333
2021
Q3 		$278K Buy
2,485
+595
+31% +$68.4K 0.02% 304
2021
Q2 		$214K Sell
1,890
-62
-3% -$6.62K 0.01% 319
2021
Q1 		$199K Hold
1,952
– – 0.01% 283
2020
Q4 		$200K Buy
1,952
+532
+37% +$50.6K 0.01% 275
2020
Q3 		$123K Buy
1,420
+600
+73% +$50.6K 0.01% 284
2020
Q2 		$65K Sell
820
-94
-10% -$6.82K 0.01% 344
2020
Q1 		$56K Hold
914
– – 0.01% 335
2019
Q4 		$70K Hold
914
– – 0.01% 343
2019
Q3 		$65K Buy
914
+94
+11% +$6.75K 0.01% 337
2019
Q2 		$58K Buy
+820
New +$57K 0.01% 355
2017
Q2 		– Sell
-720
Closed -$37K – 701
2017
Q1 		$37K Buy
720
+400
+125% +$20.4K ﹤0.01% 411
2016
Q4 		$16K Sell
320
-1,450
-82% -$69.9K ﹤0.01% 457
2016
Q3 		$862 Buy
+1,770
New +$85.8K 0.01% 276

Other funds holding IWP

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
FAC
Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return
ZBNA
Zions Bancorporation, National Association Salt Lake City, Utah $1.67B AUM 27.3% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
RA
Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return

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

Salem Investment Counselors held its iShares Russell Mid-Cap Growth ETF (IWP) position steady in Q2 2026 at 1,670 shares worth $245K. The position accounts for 0.01% of the portfolio, ranked #379.

Salem Investment Counselors first reported a position in IWP in Q3 2016 and has held it in 32 quarters since. The position peaked at $278K in Q3 2021. 588 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

  • Salem Investment Counselors held 1,670 shares of iShares Russell Mid-Cap Growth ETF worth $245K as of Q2 2026.
  • Salem Investment Counselors left its iShares Russell Mid-Cap Growth ETF share count unchanged in Q2 2026.
  • iShares Russell Mid-Cap Growth ETF made up 0.01% of Salem Investment Counselors's portfolio in Q2 2026, its #379 holding.
  • Salem Investment Counselors first reported a position in iShares Russell Mid-Cap Growth ETF in Q3 2016 and has held it in 32 quarters since.
  • Salem Investment Counselors's iShares Russell Mid-Cap Growth ETF position peaked at $278K in Q3 2021.
  • 588 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

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