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

Telos Capital Management’s Portfolio IWF Stock Details IWF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$889K Hold
7,160
– – 0.08% 128
2026
Q1 		$763K Sell
7,160
-160
-2% -$18.2K 0.07% 131
2025
Q4 		$866K Sell
7,320
-160
-2% -$19K 0.08% 124
2025
Q3 		$876K Sell
7,480
-216
-3% -$24.1K 0.08% 124
2025
Q2 		$817K Buy
7,696
+100
+1% +$9.56K 0.08% 129
2025
Q1 		$686K Buy
7,596
+176
+2% +$17.4K 0.07% 131
2024
Q4 		$745K Hold
7,420
– – 0.08% 127
2024
Q3 		$696K Buy
7,420
+3,000
+68% +$272K 0.07% 130
2024
Q2 		$403K Hold
4,420
– – 0.04% 148
2024
Q1 		$372K Sell
4,420
-288
-6% -$23.2K 0.04% 156
2023
Q4 		$357K Hold
4,708
– – 0.04% 159
2023
Q3 		$313K Sell
4,708
-200
-4% -$13.8K 0.04% 151
2023
Q2 		$338K Hold
4,908
– – 0.05% 154
2023
Q1 		$300K Sell
4,908
-200
-4% -$11.5K 0.04% 160
2022
Q4 		$274K Buy
5,108
+400
+8% +$22K 0.04% 168
2022
Q3 		$248K Hold
4,708
– – 0.04% 155
2022
Q2 		$257K Hold
4,708
– – 0.04% 154
2022
Q1 		$327K Sell
4,708
-280
-6% -$19.1K 0.04% 149
2021
Q4 		$381K Hold
4,988
– – 0.05% 141
2021
Q3 		$342K Hold
4,988
– – 0.05% 146
2021
Q2 		$339K Sell
4,988
-200
-4% -$12.9K 0.04% 147
2021
Q1 		$315K Sell
5,188
-240
-4% -$14.6K 0.05% 148
2020
Q4 		$327K Sell
5,428
-652
-11% -$37.1K 0.05% 148
2020
Q3 		$330K Hold
6,080
– – 0.06% 138
2020
Q2 		$292K Hold
6,080
– – 0.06% 146
2020
Q1 		$229K Buy
6,080
+580
+11% +$25K 0.06% 149
2019
Q4 		$242K Hold
5,500
– – 0.06% 166
2019
Q3 		$220K Sell
5,500
-300
-5% -$12K 0.06% 165
2019
Q2 		$228K Sell
5,800
-896
-13% -$34.7K 0.07% 146
2019
Q1 		$254K Sell
6,696
-140
-2% -$5.03K 0.08% 140
2018
Q4 		$223K Buy
6,836
+1,548
+29% +$54.6K 0.08% 138
2018
Q3 		$206K Buy
+5,288
New +$200K 0.07% 149
2018
Q2 		– Sell
-6,188
Closed -$211K – 158
2018
Q1 		$211K Hold
6,188
– – 0.08% 143
2017
Q4 		$209K Buy
+6,188
New +$203K 0.07% 147

Other funds holding IWF

S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
OC
Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return
VWM
Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SMCL
Sun Mountain Capital Ltd Tortola $184M AUM
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

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

Telos Capital Management held its iShares Russell 1000 Growth ETF (IWF) position steady in Q2 2026 at 7,160 shares worth $889K. The position accounts for 0.08% of the portfolio, ranked #128.

Telos Capital Management first reported a position in IWF in Q4 2017 and has held it in 34 quarters since. 924 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • Telos Capital Management held 7,160 shares of iShares Russell 1000 Growth ETF worth $889K as of Q2 2026.
  • Telos Capital Management left its iShares Russell 1000 Growth ETF share count unchanged in Q2 2026.
  • iShares Russell 1000 Growth ETF made up 0.08% of Telos Capital Management's portfolio in Q2 2026, its #128 holding.
  • Telos Capital Management first reported a position in iShares Russell 1000 Growth ETF in Q4 2017 and has held it in 34 quarters since.
  • 924 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

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