Salem Investment Counselors’s iShares US Technology ETF IYW Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$164K	Hold	650	–	–	﹤0.01%	429
2026 Q1	$118K	Buy	+650	New	+$126K	﹤0.01%	455
2025 Q4	–	Sell	-650	Closed	-$127K	–	785
2025 Q3	$127K	Hold	650	–	–	﹤0.01%	428
2025 Q2	$113K	Sell	650 -41	-6%	-$6.21K	﹤0.01%	441
2025 Q1	$97K	Hold	691	–	–	﹤0.01%	454
2024 Q4	$110K	Hold	691	–	–	﹤0.01%	440
2024 Q3	$105K	Sell	691 -9	-1%	-$1.32K	﹤0.01%	451
2024 Q2	$105K	Sell	700 -32	-4%	-$4.42K	﹤0.01%	435
2024 Q1	$98.9K	Hold	732	–	–	﹤0.01%	449
2023 Q4	$89.9K	Sell	732 -10	-1%	-$1.13K	﹤0.01%	456
2023 Q3	$77.9K	Sell	742 -243	-25%	-$26.4K	﹤0.01%	458
2023 Q2	$107K	Buy	985 +252	+34%	+$24.8K	﹤0.01%	406
2023 Q1	$68K	Buy	733 +73	+11%	+$6.13K	﹤0.01%	479
2022 Q4	$49.2K	Sell	660 -374	-36%	-$28.6K	﹤0.01%	520
2022 Q3	$76K	Hold	1,034	–	–	﹤0.01%	427
2022 Q2	$83K	Buy	1,034 +374	+57%	+$33.1K	﹤0.01%	429
2022 Q1	$68K	Hold	660	–	–	﹤0.01%	462
2021 Q4	$76K	Hold	660	–	–	﹤0.01%	494
2021 Q3	$67K	Hold	660	–	–	﹤0.01%	460
2021 Q2	$66K	Hold	660	–	–	﹤0.01%	446
2021 Q1	$58K	Hold	660	–	–	﹤0.01%	429
2020 Q4	$56K	Hold	660	–	–	﹤0.01%	420
2020 Q3	$50K	Hold	660	–	–	﹤0.01%	369
2020 Q2	$45K	Hold	660	–	–	﹤0.01%	376
2020 Q1	$34K	Hold	660	–	–	﹤0.01%	383
2019 Q4	$38K	Hold	660	–	–	﹤0.01%	413
2019 Q3	$34K	Hold	660	–	–	﹤0.01%	408
2019 Q2	$33K	Buy	+660	New	+$32.3K	﹤0.01%	420
2017 Q2	–	Sell	-360	Closed	-$12K	–	707
2017 Q1	$12K	Sell	360 -600	-63%	-$19.5K	﹤0.01%	516
2016 Q4	$29K	Buy	+960	New	+$28.6K	﹤0.01%	408

Other funds holding IYW

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

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

KAS

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

ALA

Atlas Legacy Advisors Los Angeles, California $678M AUM 28.61% 1-Year Est. Return

AWM

Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return

HCMG

Howard Capital Management Group Los Angeles, California $1.64B AUM 24.96% 1-Year Est. Return

FMC

First Merchants Corp Muncie, Indiana $2.84B AUM 15.58% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

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

Salem Investment Counselors held its iShares US Technology ETF (IYW) position steady in Q2 2026 at 650 shares worth $164K. The position accounts for ﹤0.01% of the portfolio, ranked #429.

Salem Investment Counselors first reported a position in IYW in Q4 2016 and has held it in 30 quarters since. 724 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

Salem Investment Counselors held 650 shares of iShares US Technology ETF worth $164K as of Q2 2026.
Salem Investment Counselors left its iShares US Technology ETF share count unchanged in Q2 2026.
iShares US Technology ETF made up ﹤0.01% of Salem Investment Counselors's portfolio in Q2 2026, its #429 holding.
Salem Investment Counselors first reported a position in iShares US Technology ETF in Q4 2016 and has held it in 30 quarters since.
724 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

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