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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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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. 1,551 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.
  • 1,551 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.