IEQ Capital’s Redwood Trust RWT Stock Holding History

IEQ Capital’s Portfolio RWT Stock Details RWT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-10,808	Closed	-$63.9K	–	2040
2025 Q2	$63.9K	Buy	+10,808	New	+$61.4K	﹤0.01%	1751

Other funds holding RWT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

IEQ Capital's RWT Position: Q3 2025 in Review

IEQ Capital sold out of Redwood Trust (RWT) in Q3 2025, closing a stake of 10,808 shares — an estimated $63.9K sold.

IEQ Capital first reported a position in RWT in Q2 2025 and held it in 1 quarter. The position peaked at $63.9K in Q2 2025. 204 funds tracked by Wall St. Rank hold RWT as of Q3 2025.

IEQ Capital reported no remaining Redwood Trust position as of Q3 2025 after selling out during the quarter.
IEQ Capital sold 10,808 Redwood Trust shares in Q3 2025, an estimated $63.9K.
IEQ Capital first reported a position in Redwood Trust in Q2 2025 and held it in 1 quarter.
IEQ Capital's Redwood Trust position peaked at $63.9K in Q2 2025.
204 funds tracked by Wall St. Rank held Redwood Trust as of Q3 2025.

Based on IEQ Capital's 13F filing for Q3 2025, filed 14 Nov 2025.