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
2025 Q2	$287K	Sell
2025 Q1	$338K	Sell
2024 Q4	$573K	Buy