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Tepp RIA’s iShares Russell 3000 ETF IWV Stock Holding History

Tepp RIA’s Portfolio IWV Stock Details IWV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$287K Sell
819
-244
-23% -$85.6K 0.37% 23
2025
Q1 		$338K Sell
1,063
-651
-38% -$207K 0.46% 19
2024
Q4 		$573K Buy
+1,714
New +$573K 0.85% 12