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 Q3	$1.35M	Sell	1,767 -4	-0.2%	-$3.05K	0.73%	37
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%	-$10K	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 $6.79T AUM 37.06% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Marshall Wace London, United Kingdom $114B AUM 35.47% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Redwood Financial Network's IVV Position: Q3 2026 in Review

Redwood Financial Network reduced its iShares Core S&P 500 ETF (IVV) stake by 0.23% in Q3 2026, selling an estimated $3.05K and leaving 1,767 shares worth $1.35M. The position accounts for 0.73% of the portfolio, ranked #37.

Redwood Financial Network first reported a position in IVV in Q1 2022 and has held it in 19 quarters since. 3,755 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

Redwood Financial Network held 1,767 shares of iShares Core S&P 500 ETF worth $1.35M as of Q3 2026.
Redwood Financial Network sold 4 iShares Core S&P 500 ETF shares in Q3 2026, an estimated $3.05K.
iShares Core S&P 500 ETF made up 0.73% of Redwood Financial Network's portfolio in Q3 2026, its #37 holding.
Redwood Financial Network first reported a position in iShares Core S&P 500 ETF in Q1 2022 and has held it in 19 quarters since.
3,755 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on Redwood Financial Network's 13F filing for Q3 2026, filed 3 Nov 2026.