Redwood Financial Network’s iShares S&P 500 Growth ETF IVW Stock Holding History

Redwood Financial Network’s Portfolio IVW Stock Details IVW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$276K	Buy	2,010 +198	+11%	+$26.1K	0.15%	149
2026 Q1	$205K	Buy	+1,812	New	+$218K	0.13%	165
2023 Q3	–	Sell	-5,175	Closed	-$365K	–	144
2023 Q2	$365K	Sell	5,175 -636	-11%	-$42K	0.34%	94
2023 Q1	$371K	Sell	5,811 -73	-1%	-$4.46K	0.38%	90
2022 Q4	$344K	Sell	5,884 -1,188	-17%	-$71.3K	0.39%	84
2022 Q3	$409K	Buy	7,072 +6	+0.1%	+$390	0.47%	72
2022 Q2	$426K	Buy	7,066 +5	+0.1%	+$331	0.46%	73
2022 Q1	$539K	Buy	+7,061	New	+$530K	0.5%	69

Other funds holding IVW

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Redwood Financial Network's IVW Position: Q2 2026 in Review

Redwood Financial Network increased its iShares S&P 500 Growth ETF (IVW) stake by 11% in Q2 2026, buying an estimated $26.1K and bringing the position to 2,010 shares worth $276K. The position accounts for 0.15% of the portfolio, ranked #149.

Redwood Financial Network first reported a position in IVW in Q1 2022 and has held it in 8 quarters since. The position peaked at $539K in Q1 2022. 2,124 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Redwood Financial Network held 2,010 shares of iShares S&P 500 Growth ETF worth $276K as of Q2 2026.
Redwood Financial Network bought 198 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $26.1K.
iShares S&P 500 Growth ETF made up 0.15% of Redwood Financial Network's portfolio in Q2 2026, its #149 holding.
Redwood Financial Network first reported a position in iShares S&P 500 Growth ETF in Q1 2022 and has held it in 8 quarters since.
Redwood Financial Network's iShares S&P 500 Growth ETF position peaked at $539K in Q1 2022.
2,124 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

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