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iShares Russell 3000 Index shares owned by Tepp RIA

Quarter-by-quarter ownership of iShares Russell 3000 Index (IWV) shares owned by Tepp RIA from 13F filings

Historical chart of Tepp RIA investment in iShares Russell 3000 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 3000 Index held by Tepp RIA consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Russell 3000 Index by Tepp RIA

Quarter filed Position value Share count Share price at filing
2025-09-30 $310k 819 379.06
2025-06-30 $288k 819 351.02

More positions owned by Tepp RIA

Ishares Tr Core S&p500 Etf (IVV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Whitehall Fds High Div Yld (VYM)
Spdr Gold Tr Gold Shs (GLD)
Ishares Tr Expanded Tech (IGV)
Ishares Tr Glb Infrastr Etf (IGF)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p Mcp Etf (IJH)
Apple (AAPL)
Citigroup Com New (C)
Astrazeneca Sponsored Adr (AZN)
Meta Platforms Cl A (META)
Ishares Tr U.s. Finls Etf (IYF)
Ishares Tr U.s. Insrnce Etf (IAK)
HSBC HLDGS Spon Adr New (HSBC)

View all positions for Tepp RIA

Top funds holding iShares Russell 3000 Index

SCS Capital Management
Goldman Sachs Group
BlackRock
Morgan Stanley
Northern Trust
UNC Management Company
Jpmorgan Chase & Co
LPL Financial
Ameriprise Financial
UBS Group
FMR
Bank of New York Mellon
Evensky & Katz
Pnc Financial Services
Colony

View all funds holding iShares Russell 3000 Index