SIC
IWR icon

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

Salem Investment Counselors’s Portfolio IWR Stock Details IWR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$8.2M Sell
74,321
-1,450
-2% -$153K 0.2% 71
2026
Q1 		$7.37M Sell
75,771
-53
-0.1% -$5.29K 0.22% 75
2025
Q4 		$7.3M Sell
75,824
-25
-0% -$2.4K 0.21% 74
2025
Q3 		$7.32M Sell
75,849
-178
-0.2% -$16.9K 0.21% 73
2025
Q2 		$6.99M Sell
76,027
-275
-0.4% -$23.8K 0.22% 74
2025
Q1 		$6.49M Sell
76,302
-1,222
-2% -$109K 0.23% 70
2024
Q4 		$6.85M Sell
77,524
-31
-0% -$2.81K 0.22% 64
2024
Q3 		$6.84M Sell
77,555
-2,420
-3% -$204K 0.21% 69
2024
Q2 		$6.48M Sell
79,975
-1,025
-1% -$83.4K 0.21% 71
2024
Q1 		$6.81M Sell
81,000
-124
-0.2% -$9.83K 0.22% 66
2023
Q4 		$6.31M Sell
81,124
-4,156
-5% -$295K 0.22% 68
2023
Q3 		$5.93M Sell
85,280
-175
-0.2% -$12.8K 0.23% 68
2023
Q2 		$6.24M Sell
85,455
-700
-0.8% -$48.7K 0.23% 69
2023
Q1 		$6.02M Sell
86,155
-669
-0.8% -$47.2K 0.24% 75
2022
Q4 		$5.86M Buy
86,824
+322
+0.4% +$21.7K 0.25% 69
2022
Q3 		$5.38M Sell
86,502
-300
-0.3% -$20.6K 0.24% 68
2022
Q2 		$5.61M Sell
86,802
-214
-0.2% -$15.2K 0.26% 68
2022
Q1 		$6.79M Buy
87,016
+3,975
+5% +$306K 0.27% 62
2021
Q4 		$6.89M Buy
83,041
+3,791
+5% +$311K 0.24% 65
2021
Q3 		$6.2M Sell
79,250
-390
-0.5% -$31.2K 0.34% 63
2021
Q2 		$6.31M Sell
79,640
-225
-0.3% -$17.5K 0.35% 64
2021
Q1 		$5.9M Sell
79,865
-800
-1% -$57.8K 0.36% 63
2020
Q4 		$5.53M Sell
80,665
-643
-0.8% -$41K 0.36% 63
2020
Q3 		$4.67M Sell
81,308
-2,180
-3% -$124K 0.36% 64
2020
Q2 		$4.47M Sell
83,488
-255
-0.3% -$12.8K 0.38% 57
2020
Q1 		$3.62M Buy
83,743
+229
+0.3% +$12.6K 0.37% 58
2019
Q4 		$4.98M Buy
83,514
+5,516
+7% +$317K 0.41% 58
2019
Q3 		$4.36M Buy
77,998
+2,800
+4% +$157K 0.4% 60
2019
Q2 		$4.2M Buy
+75,198
New +$4.13M 0.39% 66
2017
Q2 		– Sell
-255,040
Closed -$11.9M – 702
2017
Q1 		$11.9M Sell
255,040
-4,000
-2% -$185K 1.28% 23
2016
Q4 		$11.6M Buy
259,040
+6,680
+3% +$292K 1.33% 24
2016
Q3 		$110K Buy
252,360
+6,268
+3% +$272K 1.44% 21
2016
Q2 		$10.3M Buy
246,092
+6,000
+2% +$248K 1.24% 26
2016
Q1 		$9.78M Sell
240,092
-1,400
-0.6% -$53.3K 1.21% 26
2015
Q4 		$9.68M Buy
241,492
+8,000
+3% +$326K 1.22% 21
2015
Q3 		$9M Buy
233,492
+8,000
+4% +$331K 1.18% 23
2015
Q2 		$9.6M Buy
225,492
+900
+0.4% +$39.1K 1.17% 23
2015
Q1 		$9.72M Buy
224,592
+11,300
+5% +$480K 1.16% 23
2014
Q4 		$8.91M Buy
213,292
+3,600
+2% +$146K 1.06% 27
2014
Q3 		$8.3M Buy
209,692
+5,200
+3% +$209K 1% 29
2014
Q2 		$8.31M Sell
204,492
-3,260
-2% -$127K 1.01% 28
2014
Q1 		$8.04M Buy
207,752
+5,520
+3% +$209K 0.99% 28
2013
Q4 		$7.58M Buy
202,232
+4,400
+2% +$159K 0.99% 27
2013
Q3 		$6.88M Buy
197,832
+18,576
+10% +$635K 0.96% 29
2013
Q2 		$5.82M Buy
+179,256
New +$5.81M 0.84% 37

Other funds holding IWR

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
OC
Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return
FWTB
First Western Trust Bank Denver, Colorado $2.05B AUM 0.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
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
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
RSWM
Robertson Stephens Wealth Management San Francisco, California $4.06B AUM 32.22% 1-Year Est. Return

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

Salem Investment Counselors reduced its iShares Russell Mid-Cap ETF (IWR) stake by 1.9% in Q2 2026, selling an estimated $153K and leaving 74,321 shares worth $8.2M. The position accounts for 0.2% of the portfolio, ranked #71.

Salem Investment Counselors first reported a position in IWR in Q2 2013 and has held it in 45 quarters since. The position peaked at $11.9M in Q1 2017. 728 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

  • Salem Investment Counselors held 74,321 shares of iShares Russell Mid-Cap ETF worth $8.2M as of Q2 2026.
  • Salem Investment Counselors sold 1,450 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $153K.
  • iShares Russell Mid-Cap ETF made up 0.2% of Salem Investment Counselors's portfolio in Q2 2026, its #71 holding.
  • Salem Investment Counselors first reported a position in iShares Russell Mid-Cap ETF in Q2 2013 and has held it in 45 quarters since.
  • Salem Investment Counselors's iShares Russell Mid-Cap ETF position peaked at $11.9M in Q1 2017.
  • 728 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

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