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 Q3	$307K	Sell	710 -106	-13%	-$45.8K	0.21%	40
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

TLWM Financial San Antonio, Texas $628M AUM 12.21% 1-Year Est. Return

Bricktown Capital Detroit, Michigan $548M AUM 8.99% 1-Year Est. Return

Heck Capital Advisors Rhinelander, Wisconsin $1.82B AUM 17.91% 1-Year Est. Return

EPIQ Partners Minneapolis, Minnesota $232M AUM 9.01% 1-Year Est. Return

Great Diamond Partners Portland, Maine $596M AUM 19.61% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return

Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return

Tanager Wealth Management Goring On Thames, United Kingdom $1.2B AUM 12% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

IIM

Ipswich Investment Management Beverly, Massachusetts $468M AUM 31.71% 1-Year Est. Return

Tepp RIA's IWV Position: Q3 2026 in Review

Tepp RIA reduced its iShares Russell 3000 ETF (IWV) stake by 13% in Q3 2026, selling an estimated $45.8K and leaving 710 shares worth $307K. The position accounts for 0.21% of the portfolio, ranked #40.

Tepp RIA first reported a position in IWV in Q4 2024 and has held it in 8 quarters since. The position peaked at $573K in Q4 2024. 158 funds tracked by Wall St. Rank hold IWV as of Q3 2026.

Tepp RIA held 710 shares of iShares Russell 3000 ETF worth $307K as of Q3 2026.
Tepp RIA sold 106 iShares Russell 3000 ETF shares in Q3 2026, an estimated $45.8K.
iShares Russell 3000 ETF made up 0.21% of Tepp RIA's portfolio in Q3 2026, its #40 holding.
Tepp RIA first reported a position in iShares Russell 3000 ETF in Q4 2024 and has held it in 8 quarters since.
Tepp RIA's iShares Russell 3000 ETF position peaked at $573K in Q4 2024.
158 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q3 2026.

Based on Tepp RIA's 13F filing for Q3 2026, filed 14 Oct 2026.