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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Redwood Financial Network's IVV Position: Q1 2026 in Review

Redwood Financial Network increased its iShares Core S&P 500 ETF (IVV) stake by 3.8% in Q1 2026, buying an estimated $43K and bringing the position to 1,716 shares worth $1.12M. 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 17 quarters since. The position peaked at $1.13M in Q4 2025. 3,975 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

Redwood Financial Network held 1,716 shares of iShares Core S&P 500 ETF worth $1.12M as of Q1 2026.
Redwood Financial Network bought 63 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $43K.
iShares Core S&P 500 ETF made up 0.74% of Redwood Financial Network's portfolio in Q1 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 17 quarters since.
Redwood Financial Network's iShares Core S&P 500 ETF position peaked at $1.13M in Q4 2025.
3,975 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Redwood Financial Network's 13F filing for Q1 2026, filed 14 May 2026.