Salem Investment Counselors’s iShares Russell 3000 ETF IWV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $114K | Sell |
325
-5
| -2% | -$1.76K | ﹤0.01% | 437 |
|
|
2025
Q1 | $105K | Hold |
330
| – | – | ﹤0.01% | 446 |
|
|
2024
Q4 | $110K | Sell |
330
-160
| -33% | -$53.5K | ﹤0.01% | 439 |
|
|
2024
Q3 | $160K | Sell |
490
-20
| -4% | -$6.54K | ﹤0.01% | 395 |
|
|
2024
Q2 | $157K | Sell |
510
-8
| -2% | -$2.47K | 0.01% | 385 |
|
|
2024
Q1 | $155K | Hold |
518
| – | – | 0.01% | 392 |
|
|
2023
Q4 | $142K | Buy |
518
+60
| +13% | +$16.4K | ﹤0.01% | 390 |
|
|
2023
Q3 | $113K | Buy |
+458
| New | +$113K | ﹤0.01% | 399 |
|
|
2022
Q3 | – | Sell |
-330
| Closed | -$72K | – | 1076 |
|
|
2022
Q2 | $72K | Hold |
330
| – | – | ﹤0.01% | 450 |
|
|
2022
Q1 | $87K | Hold |
330
| – | – | ﹤0.01% | 432 |
|
|
2021
Q4 | $92K | Hold |
330
| – | – | ﹤0.01% | 464 |
|
|
2021
Q3 | $84K | Hold |
330
| – | – | ﹤0.01% | 426 |
|
|
2021
Q2 | $84K | Hold |
330
| – | – | ﹤0.01% | 412 |
|
|
2021
Q1 | $78K | Hold |
330
| – | – | ﹤0.01% | 391 |
|
|
2020
Q4 | $74K | Hold |
330
| – | – | ﹤0.01% | 378 |
|
|
2020
Q3 | $65K | Hold |
330
| – | – | 0.01% | 349 |
|
|
2020
Q2 | $59K | Hold |
330
| – | – | 0.01% | 351 |
|
|
2020
Q1 | $49K | Hold |
330
| – | – | 0.01% | 348 |
|
|
2019
Q4 | $62K | Hold |
330
| – | – | 0.01% | 355 |
|
|
2019
Q3 | $57K | Hold |
330
| – | – | 0.01% | 356 |
|
|
2019
Q2 | $57K | Buy |
+330
| New | +$57K | 0.01% | 358 |
|