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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
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$304K Buy
820
+1
+0.1% +$387 0.24% 35
2025
Q4 		$317K Hold
819
– – 0.31% 28
2025
Q3 		$310K Hold
819
– – 0.35% 29
2025
Q2 		$287K Sell
819
-244
-23% -$79.3K 0.37% 23
2025
Q1 		$338K Sell
1,063
-651
-38% -$218K 0.46% 19
2024
Q4 		$573K Buy
+1,714
New +$577K 0.85% 12

Other funds holding IWV

SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AFI
American Family Investments Madison, Wisconsin $3.8B AUM 0.71% 1-Year Est. Return
PWA
Pitcairn Wealth Advisors Conshohocken, Pennsylvania $1.09B AUM
UMC
UNC Management Company Chapel Hill, North Carolina $1.64B AUM 17.65% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Tepp RIA's IWV Position: Q1 2026 in Review

Tepp RIA increased its iShares Russell 3000 ETF (IWV) stake by 0.12% in Q1 2026, buying an estimated $387 and bringing the position to 820 shares worth $304K. The position accounts for 0.24% of the portfolio, ranked #35.

Tepp RIA first reported a position in IWV in Q4 2024 and has held it in 6 quarters since. The position peaked at $573K in Q4 2024. 866 funds tracked by Wall St. Rank hold IWV as of Q1 2026.

  • Tepp RIA held 820 shares of iShares Russell 3000 ETF worth $304K as of Q1 2026.
  • Tepp RIA bought 1 iShares Russell 3000 ETF share in Q1 2026, an estimated $387.
  • iShares Russell 3000 ETF made up 0.24% of Tepp RIA's portfolio in Q1 2026, its #35 holding.
  • Tepp RIA first reported a position in iShares Russell 3000 ETF in Q4 2024 and has held it in 6 quarters since.
  • Tepp RIA's iShares Russell 3000 ETF position peaked at $573K in Q4 2024.
  • 866 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q1 2026.

Based on Tepp RIA's 13F filing for Q1 2026, filed 22 Apr 2026.