Salem Investment Counselors’s iShares US Energy ETF IYE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$8.49K	Hold	150	–	–	﹤0.01%	929
2026 Q1	$9.72K	Buy	+150	New	+$8.51K	﹤0.01%	890
2025 Q4	–	Sell	-150	Closed	-$7.13K	–	780
2025 Q3	$7.13K	Hold	150	–	–	﹤0.01%	931
2025 Q2	$6.78K	Hold	150	–	–	﹤0.01%	907
2025 Q1	$7.39K	Hold	150	–	–	﹤0.01%	874
2024 Q4	$6.84K	Hold	150	–	–	﹤0.01%	879
2024 Q3	$6.95K	Hold	150	–	–	﹤0.01%	886
2024 Q2	$7.2K	Hold	150	–	–	﹤0.01%	872
2024 Q1	$7.41K	Hold	150	–	–	﹤0.01%	872
2023 Q4	$6.62K	Hold	150	–	–	﹤0.01%	869
2023 Q3	$7.12K	Sell	150 -12	-7%	-$554	﹤0.01%	851
2023 Q2	$6.94K	Hold	162	–	–	﹤0.01%	877
2023 Q1	$7.09K	Buy	162 +12	+8%	+$543	﹤0.01%	866
2022 Q4	$6.97K	Hold	150	–	–	﹤0.01%	840
2022 Q3	$6K	Hold	150	–	–	﹤0.01%	841
2022 Q2	$6K	Hold	150	–	–	﹤0.01%	863
2022 Q1	$6K	Hold	150	–	–	﹤0.01%	828
2021 Q4	$5K	Hold	150	–	–	﹤0.01%	926
2021 Q3	$4K	Hold	150	–	–	﹤0.01%	865
2021 Q2	$4K	Hold	150	–	–	﹤0.01%	801
2021 Q1	$4K	Hold	150	–	–	﹤0.01%	769
2020 Q4	$3K	Hold	150	–	–	﹤0.01%	742
2020 Q3	$2K	Hold	150	–	–	﹤0.01%	655
2020 Q2	$3K	Hold	150	–	–	﹤0.01%	623
2020 Q1	$2K	Hold	150	–	–	﹤0.01%	623
2019 Q4	$5K	Hold	150	–	–	﹤0.01%	606
2019 Q3	$5K	Hold	150	–	–	﹤0.01%	571
2019 Q2	$5K	Buy	+150	New	+$5.21K	﹤0.01%	593
2018 Q1	–	Sell	-150	Closed	-$6K	–	539
2017 Q4	$6K	Hold	150	–	–	﹤0.01%	477
2017 Q3	$6K	Buy	+150	New	+$5.33K	﹤0.01%	484
2017 Q2	–	Sell	-13,437	Closed	-$518K	–	706
2017 Q1	$518K	Buy	13,437 +13,287	+8,858%	+$529K	0.06%	183
2016 Q4	$6K	Hold	150	–	–	﹤0.01%	528
2016 Q3	$59	Buy	+150	New	+$5.72K	﹤0.01%	443

Other funds holding IYE

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

BRCM

Bright Rock Capital Management Hanover, Massachusetts $499M AUM 8.36% 1-Year Est. Return

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

Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

AGAM

AK Global Asset Management Oakland, California $118M AUM

AFG

Artesa Financial Group Conroe, Texas $117M AUM

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

Salem Investment Counselors held its iShares US Energy ETF (IYE) position steady in Q2 2026 at 150 shares worth $8.49K. The position accounts for ﹤0.01% of the portfolio, ranked #929.

Salem Investment Counselors first reported a position in IYE in Q3 2016 and has held it in 33 quarters since. The position peaked at $518K in Q1 2017. 139 funds tracked by Wall St. Rank hold IYE as of Q2 2026.

Salem Investment Counselors held 150 shares of iShares US Energy ETF worth $8.49K as of Q2 2026.
Salem Investment Counselors left its iShares US Energy ETF share count unchanged in Q2 2026.
iShares US Energy ETF made up ﹤0.01% of Salem Investment Counselors's portfolio in Q2 2026, its #929 holding.
Salem Investment Counselors first reported a position in iShares US Energy ETF in Q3 2016 and has held it in 33 quarters since.
Salem Investment Counselors's iShares US Energy ETF position peaked at $518K in Q1 2017.
139 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q2 2026.

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