IFP Advisors’s Redwood Trust RWT Stock Holding History

IFP Advisors’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
2026 Q2	$9.31K	Buy	1,964 +967	+97%	+$5.25K	﹤0.01%	3444
2026 Q1	$5.59K	Sell	997 -76	-7%	-$441	﹤0.01%	3450
2025 Q4	$5.93K	Sell	1,073 -64	-6%	-$352	﹤0.01%	3327
2025 Q3	$6.58K	Buy	1,137 +24	+2%	+$143	﹤0.01%	3107
2025 Q2	$6.86K	Buy	+1,113	New	+$6.32K	﹤0.01%	3150
2020 Q1	–	Sell	-154	Closed	-$2.29K	–	2966
2019 Q4	$2K	Hold	154	–	–	﹤0.01%	2547
2019 Q3	$2K	Buy	+154	New	+$2.58K	﹤0.01%	2727
2019 Q1	$117K	Buy	7,395 +863	+13%	+$13.6K	0.02%	636
2018 Q4	$100K	Sell	6,532 -74	-1%	-$1.2K	0.01%	1199
2018 Q3	$107K	Buy	6,606 +5,606	+561%	+$92.8K	﹤0.01%	1434
2018 Q2	$16K	Hold	1,000	–	–	﹤0.01%	2612
2018 Q1	$15K	Hold	1,000	–	–	﹤0.01%	2570
2017 Q4	$15K	Hold	1,000	–	–	﹤0.01%	2607
2017 Q3	$16K	Hold	1,000	–	–	﹤0.01%	2759
2017 Q2	$17K	Hold	1,000	–	–	﹤0.01%	2681
2017 Q1	$17K	Hold	1,000	–	–	﹤0.01%	2611
2016 Q4	$15K	Hold	1,000	–	–	﹤0.01%	2667
2016 Q3	$14K	Hold	1,000	–	–	﹤0.01%	2630
2016 Q2	$14K	Sell	1,000 -6,395	-86%	-$85.9K	﹤0.01%	2585
2016 Q1	$117K	Buy	7,395 +6,694	+955%	+$78.2K	0.02%	636
2015 Q4	$9K	Buy	+701	New	+$9.46K	﹤0.01%	2643

Other funds holding RWT

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

IFP Advisors's RWT Position: Q2 2026 in Review

IFP Advisors increased its Redwood Trust (RWT) stake by 97% in Q2 2026, buying an estimated $5.25K and bringing the position to 1,964 shares worth $9.31K. The position accounts for ﹤0.01% of the portfolio, ranked #3444.

IFP Advisors first reported a position in RWT in Q4 2015 and has held it in 21 quarters since. The position peaked at $117K in Q1 2019. 227 funds tracked by Wall St. Rank hold RWT as of Q2 2026.

IFP Advisors held 1,964 shares of Redwood Trust worth $9.31K as of Q2 2026.
IFP Advisors bought 967 Redwood Trust shares in Q2 2026, an estimated $5.25K.
Redwood Trust made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #3444 holding.
IFP Advisors first reported a position in Redwood Trust in Q4 2015 and has held it in 21 quarters since.
IFP Advisors's Redwood Trust position peaked at $117K in Q1 2019.
227 funds tracked by Wall St. Rank held Redwood Trust as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.