Salem Investment Counselors’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$86.9K	Hold	299	–	–	﹤0.01%	525
2026 Q1	$74.4K	Buy	+299	New	+$79.2K	﹤0.01%	526
2025 Q4	–	Sell	-299	Closed	-$81.8K	–	778
2025 Q3	$81.8K	Hold	299	–	–	﹤0.01%	507
2025 Q2	$73.7K	Hold	299	–	–	﹤0.01%	515
2025 Q1	$63.1K	Hold	299	–	–	﹤0.01%	536
2024 Q4	$70.3K	Hold	299	–	–	﹤0.01%	514
2024 Q3	$65.8K	Sell	299 -300	-50%	-$63.8K	﹤0.01%	533
2024 Q2	$128K	Hold	599	–	–	﹤0.01%	411
2024 Q1	$117K	Hold	599	–	–	﹤0.01%	431
2023 Q4	$105K	Hold	599	–	–	﹤0.01%	434
2023 Q3	$92.3K	Hold	599	–	–	﹤0.01%	427
2023 Q2	$95K	Hold	599	–	–	﹤0.01%	426
2023 Q1	$83.2K	Hold	599	–	–	﹤0.01%	448
2022 Q4	$72.2K	Hold	599	–	–	﹤0.01%	459
2022 Q3	$72K	Hold	599	–	–	﹤0.01%	434
2022 Q2	$75K	Hold	599	–	–	﹤0.01%	441
2022 Q1	$95K	Hold	599	–	–	﹤0.01%	419
2021 Q4	$104K	Buy	+599	New	+$99.8K	﹤0.01%	446

Other funds holding IWY

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Salem Investment Counselors held its iShares Russell Top 200 Growth ETF (IWY) position steady in Q2 2026 at 299 shares worth $86.9K. The position accounts for ﹤0.01% of the portfolio, ranked #525.

Salem Investment Counselors first reported a position in IWY in Q4 2021 and has held it in 18 quarters since. The position peaked at $128K in Q2 2024. 681 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

Salem Investment Counselors held 299 shares of iShares Russell Top 200 Growth ETF worth $86.9K as of Q2 2026.
Salem Investment Counselors left its iShares Russell Top 200 Growth ETF share count unchanged in Q2 2026.
iShares Russell Top 200 Growth ETF made up ﹤0.01% of Salem Investment Counselors's portfolio in Q2 2026, its #525 holding.
Salem Investment Counselors first reported a position in iShares Russell Top 200 Growth ETF in Q4 2021 and has held it in 18 quarters since.
Salem Investment Counselors's iShares Russell Top 200 Growth ETF position peaked at $128K in Q2 2024.
681 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

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