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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$208K Buy
+612
New +$208K 0.02% 194
2025
Q1
Sell
-1,060
Closed -$342K 196
2024
Q4
$342K Buy
1,060
+1
+0.1% +$322 0.04% 163
2024
Q3
$333K Buy
+1,059
New +$333K 0.03% 167