IFWM
RDFN

Institute for Wealth Management’s Redfin RDFN Stock Holding History

Institute for Wealth Management’s Portfolio RDFN Stock Details RDFN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-22,830
Closed -$255K – 600
2025
Q2 		$255K Hold
22,830
– – 0.03% 479
2025
Q1 		$210K Sell
22,830
-20,600
-47% -$176K 0.03% 498
2024
Q4 		$342K Sell
43,430
-160
-0.4% -$1.55K 0.04% 369
2024
Q3 		$546K Hold
43,590
– – 0.07% 281
2024
Q2 		$262K Hold
43,590
– – 0.04% 419
2024
Q1 		$290K Buy
43,590
+4,580
+12% +$34.8K 0.04% 399
2023
Q4 		$403K Buy
39,010
+10,030
+35% +$69.8K 0.07% 308
2023
Q3 		$204K Buy
28,980
+11,525
+66% +$127K 0.04% 431
2023
Q2 		$217K Hold
17,455
– – 0.04% 426
2023
Q1 		$158K Hold
17,455
– – 0.03% 436
2022
Q4 		$74K Buy
17,455
+4,000
+30% +$18.8K 0.02% 444
2022
Q3 		$79K Hold
13,455
– – 0.02% 438
2022
Q2 		$111K Buy
+13,455
New +$154K 0.02% 513
2021
Q1 		– Sell
-20,857
Closed -$1.43M – 482
2020
Q4 		$1.43M Hold
20,857
– – 0.28% 90
2020
Q3 		$1.04M Hold
20,857
– – 0.24% 107
2020
Q2 		$874K Hold
20,857
– – 0.21% 125
2020
Q1 		$322K Sell
20,857
-210
-1% -$4.89K 0.1% 264
2019
Q4 		$445K Hold
21,067
– – 0.1% 277
2019
Q3 		$355K Buy
21,067
+283
+1% +$4.99K 0.09% 294
2019
Q2 		$374K Sell
20,784
-175
-0.8% -$3.36K 0.08% 305
2019
Q1 		$425K Hold
20,959
– – 0.09% 271
2018
Q4 		$302K Sell
20,959
-3,200
-13% -$50.8K 0.12% 196
2018
Q3 		$453K Buy
24,159
+4,410
+22% +$93.3K 0.15% 167
2018
Q2 		$456K Buy
19,749
+2,559
+15% +$57.6K 0.15% 174
2018
Q1 		$367K Buy
+17,190
New +$396K 0.11% 218

Other funds holding RDFN

BIG
Brooklyn Investment Group Brooklyn, New York $3.2B AUM 26.32% 1-Year Est. Return
AWM
Adams Wealth Management Logan, Utah $455M AUM 22.33% 1-Year Est. Return
CI
CacheTech Inc Logan, Utah $519M AUM 22.06% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

Institute for Wealth Management's RDFN Position: Q3 2025 in Review

Institute for Wealth Management sold out of Redfin (RDFN) in Q3 2025, closing a stake of 22,830 shares — an estimated $255K sold.

Institute for Wealth Management first reported a position in RDFN in Q1 2018 and held it in 25 quarters. The position peaked at $1.43M in Q4 2020. 7 funds tracked by Wall St. Rank hold RDFN as of Q3 2025.

  • Institute for Wealth Management reported no remaining Redfin position as of Q3 2025 after selling out during the quarter.
  • Institute for Wealth Management sold 22,830 Redfin shares in Q3 2025, an estimated $255K.
  • Institute for Wealth Management first reported a position in Redfin in Q1 2018 and held it in 25 quarters.
  • Institute for Wealth Management's Redfin position peaked at $1.43M in Q4 2020.
  • 7 funds tracked by Wall St. Rank held Redfin as of Q3 2025.

Based on Institute for Wealth Management's 13F filing for Q3 2025, filed 17 Oct 2025.