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Salem Investment Counselors’s iShares US Financial Services ETF IYG Stock Holding History

Salem Investment Counselors’s Portfolio IYG Stock Details IYG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$40.7K Hold
450
– – ﹤0.01% 659
2026
Q1 		$37.3K Buy
+450
New +$39.5K ﹤0.01% 656
2025
Q4 		– Sell
-450
Closed -$40.3K – 781
2025
Q3 		$40.3K Hold
450
– – ﹤0.01% 634
2025
Q2 		$38.5K Hold
450
– – ﹤0.01% 624
2025
Q1 		$35.3K Hold
450
– – ﹤0.01% 627
2024
Q4 		$35K Hold
450
– – ﹤0.01% 641
2024
Q3 		$32K Hold
450
– – ﹤0.01% 672
2024
Q2 		$29.3K Hold
450
– – ﹤0.01% 668
2024
Q1 		$29.8K Hold
450
– – ﹤0.01% 650
2023
Q4 		$26.9K Hold
450
– – ﹤0.01% 655
2023
Q3 		$23.3K Hold
450
– – ﹤0.01% 653
2023
Q2 		$23.7K Hold
450
– – ﹤0.01% 666
2023
Q1 		$22.6K Hold
450
– – ﹤0.01% 671
2022
Q4 		$23.6K Hold
450
– – ﹤0.01% 633
2022
Q3 		$21K Hold
450
– – ﹤0.01% 634
2022
Q2 		$22K Buy
+450
New +$24.4K ﹤0.01% 648
2022
Q1 		– Sell
-450
Closed -$29K – 1054
2021
Q4 		$29K Hold
450
– – ﹤0.01% 648
2021
Q3 		$28K Buy
+450
New +$28.2K ﹤0.01% 584

Other funds holding IYG

RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
SWP
Sagespring Wealth Partners Franklin, Tennessee $6.51B AUM 23.96% 1-Year Est. Return
OCA
OpenArc Corporate Advisory Atlanta, Georgia $8.41B AUM
KA
Kozak & Associates Highlands Ranch, Colorado $576M AUM 23.37% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
AFG
Arkansas Financial Group Little Rock, Arkansas $768M AUM 16.55% 1-Year Est. Return
HCMG
Howard Capital Management Group Los Angeles, California $1.64B AUM 24.96% 1-Year Est. Return

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

Salem Investment Counselors held its iShares US Financial Services ETF (IYG) position steady in Q2 2026 at 450 shares worth $40.7K. The position accounts for ﹤0.01% of the portfolio, ranked #659.

Salem Investment Counselors first reported a position in IYG in Q3 2021 and has held it in 18 quarters since. 126 funds tracked by Wall St. Rank hold IYG as of Q2 2026.

  • Salem Investment Counselors held 450 shares of iShares US Financial Services ETF worth $40.7K as of Q2 2026.
  • Salem Investment Counselors left its iShares US Financial Services ETF share count unchanged in Q2 2026.
  • iShares US Financial Services ETF made up ﹤0.01% of Salem Investment Counselors's portfolio in Q2 2026, its #659 holding.
  • Salem Investment Counselors first reported a position in iShares US Financial Services ETF in Q3 2021 and has held it in 18 quarters since.
  • 126 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q2 2026.

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