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Telos Capital Management’s iShares Russell 1000 ETF IWB Stock Holding History

Telos Capital Management’s Portfolio IWB Stock Details IWB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$215K Buy
+524
New +$208K 0.02% 196
2025
Q3 		– Sell
-612
Closed -$208K – 198
2025
Q2 		$208K Buy
+612
New +$192K 0.02% 194
2025
Q1 		– Sell
-1,060
Closed -$342K – 196
2024
Q4 		$342K Buy
1,060
+1
+0.1% +$324 0.04% 163
2024
Q3 		$333K Buy
+1,059
New +$321K 0.03% 167

Other funds holding IWB

MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WAG
Winthrop Advisory Group Boston, Massachusetts $1.48B AUM 22.62% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
EA
Enclave Advisors Austin, Texas $790M AUM 21.99% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return
CCA
Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return

Telos Capital Management's IWB Position: Q2 2026 in Review

Telos Capital Management opened a new position in iShares Russell 1000 ETF (IWB) in Q2 2026: 524 shares worth $215K. The stake represents 0.02% of the portfolio and ranks #196 among its holdings. This is a return to the name: Telos Capital Management previously reported a position in IWB as recently as Q2 2025.

Telos Capital Management first reported a position in IWB in Q3 2024 and has held it in 4 quarters since. The position peaked at $342K in Q4 2024. 439 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • Telos Capital Management held 524 shares of iShares Russell 1000 ETF worth $215K as of Q2 2026.
  • iShares Russell 1000 ETF was a new Telos Capital Management position in Q2 2026.
  • iShares Russell 1000 ETF made up 0.02% of Telos Capital Management's portfolio in Q2 2026, its #196 holding.
  • Telos Capital Management first reported a position in iShares Russell 1000 ETF in Q3 2024 and has held it in 4 quarters since.
  • Telos Capital Management's iShares Russell 1000 ETF position peaked at $342K in Q4 2024.
  • 439 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Telos Capital Management's 13F filing for Q2 2026, filed 22 Jul 2026.