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Redwood Financial Network’s iShares Core S&P 500 ETF IVV Stock Holding History

Redwood Financial Network’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 		$1.33M Buy
1,771
+55
+3% +$40.1K 0.74% 36
2026
Q1 		$1.12M Buy
1,716
+63
+4% +$43K 0.74% 36
2025
Q4 		$1.13M Buy
1,653
+116
+8% +$78.8K 0.72% 36
2025
Q3 		$1.03M Sell
1,537
-252
-14% -$162K 0.65% 41
2025
Q2 		$1.11M Buy
1,789
+269
+18% +$154K 0.75% 39
2025
Q1 		$854K Buy
1,520
+130
+9% +$76.8K 0.65% 42
2024
Q4 		$818K Buy
1,390
+435
+46% +$257K 0.61% 45
2024
Q3 		$551K Buy
955
+141
+17% +$78.4K 0.43% 74
2024
Q2 		$445K Sell
814
-19
-2% -$9.99K 0.37% 87
2024
Q1 		$438K Buy
833
+24
+3% +$12K 0.38% 84
2023
Q4 		$387K Buy
809
+102
+14% +$45.7K 0.38% 86
2023
Q3 		$304K Sell
707
-854
-55% -$382K 0.32% 100
2023
Q2 		$696K Sell
1,561
-36
-2% -$15.2K 0.65% 52
2023
Q1 		$656K Sell
1,597
-176
-10% -$70.6K 0.67% 44
2022
Q4 		$681K Sell
1,773
-203
-10% -$78.3K 0.77% 39
2022
Q3 		$709K Buy
1,976
+2
+0.1% +$799 0.81% 41
2022
Q2 		$748K Buy
1,974
+5
+0.3% +$2.06K 0.82% 42
2022
Q1 		$894K Buy
+1,969
New +$881K 0.83% 42

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 Financial Network's IVV Position: Q2 2026 in Review

Redwood Financial Network increased its iShares Core S&P 500 ETF (IVV) stake by 3.2% in Q2 2026, buying an estimated $40.1K and bringing the position to 1,771 shares worth $1.33M. The position accounts for 0.74% of the portfolio, ranked #36.

Redwood Financial Network first reported a position in IVV in Q1 2022 and has held it in 18 quarters since. 4,102 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Redwood Financial Network held 1,771 shares of iShares Core S&P 500 ETF worth $1.33M as of Q2 2026.
  • Redwood Financial Network bought 55 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $40.1K.
  • iShares Core S&P 500 ETF made up 0.74% of Redwood Financial Network's portfolio in Q2 2026, its #36 holding.
  • Redwood Financial Network first reported a position in iShares Core S&P 500 ETF in Q1 2022 and has held it in 18 quarters since.
  • 4,102 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Redwood Financial Network's 13F filing for Q2 2026, filed 7 Aug 2026.