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

Salem Investment Counselors’s Portfolio IWS Stock Details IWS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$23.7K Hold
144
– – ﹤0.01% 741
2026
Q1 		$21K Buy
+144
New +$21.4K ﹤0.01% 741
2025
Q4 		– Sell
-144
Closed -$20.1K – 776
2025
Q3 		$20.1K Hold
144
– – ﹤0.01% 744
2025
Q2 		$19K Hold
144
– – ﹤0.01% 729
2025
Q1 		$18.1K Hold
144
– – ﹤0.01% 726
2024
Q4 		$18.6K Hold
144
– – ﹤0.01% 729
2024
Q3 		$19K Hold
144
– – ﹤0.01% 738
2024
Q2 		$17.4K Buy
144
+69
+92% +$8.38K ﹤0.01% 742
2024
Q1 		$9.4K Hold
75
– – ﹤0.01% 846
2023
Q4 		$8.72K Hold
75
– – ﹤0.01% 841
2023
Q3 		$7.87K Hold
75
– – ﹤0.01% 836
2023
Q2 		$8.24K Hold
75
– – ﹤0.01% 857
2023
Q1 		$7.96K Hold
75
– – ﹤0.01% 854
2022
Q4 		$7.9K Hold
75
– – ﹤0.01% 824
2022
Q3 		$7K Hold
75
– – ﹤0.01% 817
2022
Q2 		$8K Hold
75
– – ﹤0.01% 817
2022
Q1 		$9K Sell
75
-1,186
-94% -$140K ﹤0.01% 770
2021
Q4 		$154K Sell
1,261
-45
-3% -$5.37K 0.01% 400
2021
Q3 		$148K Buy
1,306
+1,231
+1,641% +$143K 0.01% 376
2021
Q2 		$9K Hold
75
– – ﹤0.01% 732
2021
Q1 		$8K Sell
75
-75
-50% -$7.81K ﹤0.01% 713
2020
Q4 		$15K Buy
150
+75
+100% +$6.76K ﹤0.01% 611
2020
Q3 		$6K Hold
75
– – ﹤0.01% 599
2020
Q2 		$6K Sell
75
-203
-73% -$14.8K ﹤0.01% 583
2020
Q1 		$18K Hold
278
– – ﹤0.01% 461
2019
Q4 		$26K Hold
278
– – ﹤0.01% 456
2019
Q3 		$25K Buy
278
+203
+271% +$18K ﹤0.01% 441
2019
Q2 		$7K Buy
+75
New +$6.59K ﹤0.01% 571

Other funds holding IWS

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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return
LL
LPWM LLC Minneapolis, Minnesota $451M AUM 18.82% 1-Year Est. Return

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

Salem Investment Counselors held its iShares Russell Mid-Cap Value ETF (IWS) position steady in Q2 2026 at 144 shares worth $23.7K. The position accounts for ﹤0.01% of the portfolio, ranked #741.

Salem Investment Counselors first reported a position in IWS in Q2 2019 and has held it in 28 quarters since. The position peaked at $154K in Q4 2021. 452 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

  • Salem Investment Counselors held 144 shares of iShares Russell Mid-Cap Value ETF worth $23.7K as of Q2 2026.
  • Salem Investment Counselors left its iShares Russell Mid-Cap Value ETF share count unchanged in Q2 2026.
  • iShares Russell Mid-Cap Value ETF made up ﹤0.01% of Salem Investment Counselors's portfolio in Q2 2026, its #741 holding.
  • Salem Investment Counselors first reported a position in iShares Russell Mid-Cap Value ETF in Q2 2019 and has held it in 28 quarters since.
  • Salem Investment Counselors's iShares Russell Mid-Cap Value ETF position peaked at $154K in Q4 2021.
  • 452 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

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