Salem Investment Counselors’s iShares Russell 3000 ETF IWV Stock Holding History

Salem Investment Counselors’s Portfolio IWV Stock Details IWV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$51.2K	Hold	120	–	–	﹤0.01%	607
2026 Q1	$44.5K	Buy	+120	New	+$46.4K	﹤0.01%	617
2025 Q4	–	Sell	-195	Closed	-$73.9K	–	777
2025 Q3	$73.9K	Sell	195 -130	-40%	-$47.4K	﹤0.01%	526
2025 Q2	$114K	Sell	325 -5	-2%	-$1.62K	﹤0.01%	437
2025 Q1	$105K	Hold	330	–	–	﹤0.01%	447
2024 Q4	$110K	Sell	330 -160	-33%	-$53.9K	﹤0.01%	439
2024 Q3	$160K	Sell	490 -20	-4%	-$6.29K	﹤0.01%	395
2024 Q2	$157K	Sell	510 -8	-2%	-$2.39K	0.01%	385
2024 Q1	$155K	Hold	518	–	–	0.01%	392
2023 Q4	$142K	Buy	518 +60	+13%	+$15.3K	﹤0.01%	390
2023 Q3	$113K	Buy	+458	New	+$117K	﹤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%	432
2021 Q2	$84K	Hold	330	–	–	﹤0.01%	412
2021 Q1	$78K	Hold	330	–	–	﹤0.01%	391
2020 Q4	$74K	Hold	330	–	–	﹤0.01%	383
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	+$56K	0.01%	358

Other funds holding IWV

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

AFI

American Family Investments Madison, Wisconsin $5.54B AUM 1.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UMC

UNC Management Company Chapel Hill, North Carolina $2.07B AUM 21.32% 1-Year Est. Return

PWA

Pitcairn Wealth Advisors Conshohocken, Pennsylvania $913M AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Salem Investment Counselors held its iShares Russell 3000 ETF (IWV) position steady in Q2 2026 at 120 shares worth $51.2K. The position accounts for ﹤0.01% of the portfolio, ranked #607.

Salem Investment Counselors first reported a position in IWV in Q2 2019 and has held it in 24 quarters since. The position peaked at $160K in Q3 2024. 906 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

Salem Investment Counselors held 120 shares of iShares Russell 3000 ETF worth $51.2K as of Q2 2026.
Salem Investment Counselors left its iShares Russell 3000 ETF share count unchanged in Q2 2026.
iShares Russell 3000 ETF made up ﹤0.01% of Salem Investment Counselors's portfolio in Q2 2026, its #607 holding.
Salem Investment Counselors first reported a position in iShares Russell 3000 ETF in Q2 2019 and has held it in 24 quarters since.
Salem Investment Counselors's iShares Russell 3000 ETF position peaked at $160K in Q3 2024.
906 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

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