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 Q2	$348K	Sell	816 -4	-0.5%	-$1.65K	0.24%	38
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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

AFI

American Family Investments Madison, Wisconsin $5.54B AUM 1.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UMC

UNC Management Company Chapel Hill, North Carolina $2.07B AUM 21.32% 1-Year Est. Return

PWA

Pitcairn Wealth Advisors Conshohocken, Pennsylvania $913M AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Tepp RIA's IWV Position: Q2 2026 in Review

Tepp RIA reduced its iShares Russell 3000 ETF (IWV) stake by 0.49% in Q2 2026, selling an estimated $1.65K and leaving 816 shares worth $348K. The position accounts for 0.24% of the portfolio, ranked #38.

Tepp RIA first reported a position in IWV in Q4 2024 and has held it in 7 quarters since. The position peaked at $573K in Q4 2024. 908 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

Tepp RIA held 816 shares of iShares Russell 3000 ETF worth $348K as of Q2 2026.
Tepp RIA sold 4 iShares Russell 3000 ETF shares in Q2 2026, an estimated $1.65K.
iShares Russell 3000 ETF made up 0.24% of Tepp RIA's portfolio in Q2 2026, its #38 holding.
Tepp RIA first reported a position in iShares Russell 3000 ETF in Q4 2024 and has held it in 7 quarters since.
Tepp RIA's iShares Russell 3000 ETF position peaked at $573K in Q4 2024.
908 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on Tepp RIA's 13F filing for Q2 2026, filed 28 Jul 2026.