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Redwood Family Wealth’s iShares Core S&P 500 ETF IVV Stock Holding History

Redwood Family Wealth’s Portfolio IVV Stock Details IVV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$277K Buy
369
+5
+1% +$3.64K 0.24% 81
2026
Q1 		$238K Buy
364
+4
+1% +$2.73K 0.23% 80
2025
Q4 		$247K Buy
+360
New +$244K 0.24% 85

Other funds holding IVV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CM
Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

Redwood Family Wealth's IVV Position: Q2 2026 in Review

Redwood Family Wealth increased its iShares Core S&P 500 ETF (IVV) stake by 1.4% in Q2 2026, buying an estimated $3.64K and bringing the position to 369 shares worth $277K. The position accounts for 0.24% of the portfolio, ranked #81.

Redwood Family Wealth first reported a position in IVV in Q4 2025 and has held it in 3 quarters since. 4,084 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Redwood Family Wealth held 369 shares of iShares Core S&P 500 ETF worth $277K as of Q2 2026.
  • Redwood Family Wealth bought 5 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $3.64K.
  • iShares Core S&P 500 ETF made up 0.24% of Redwood Family Wealth's portfolio in Q2 2026, its #81 holding.
  • Redwood Family Wealth first reported a position in iShares Core S&P 500 ETF in Q4 2025 and has held it in 3 quarters since.
  • 4,084 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Redwood Family Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.