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Redwood Investment Management’s iShares S&P 500 Value ETF IVE Stock Holding History

Redwood Investment Management’s Portfolio IVE Stock Details IVE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$5.27M Buy
24,940
+7,147
+40% +$1.55M 0.65% 23
2025
Q4 		$3.77M Buy
17,793
+3,239
+22% +$679K 0.42% 33
2025
Q3 		$3.01M Buy
14,554
+1,544
+12% +$310K 0.33% 61
2025
Q2 		$2.54M Buy
13,010
+4,938
+61% +$920K 0.27% 66
2025
Q1 		$1.54M Buy
8,072
+485
+6% +$93.8K 0.17% 124
2024
Q4 		$1.45M Buy
7,587
+369
+5% +$73.2K 0.14% 159
2024
Q3 		$1.42M Sell
7,218
-333
-4% -$63.3K 0.13% 214
2024
Q2 		$1.37M Buy
7,551
+863
+13% +$157K 0.12% 197
2024
Q1 		$1.25M Buy
+6,688
New +$1.19M 0.12% 230
2023
Q4 		– Sell
-1,490
Closed -$229K – 365
2023
Q3 		$229K Buy
+1,490
New +$241K 0.02% 316
2019
Q1 		– Sell
-6,275
Closed -$635K – 148
2018
Q4 		$635K Sell
6,275
-10,965
-64% -$1.2M 0.48% 49
2018
Q3 		$2.01M Buy
17,240
+2,075
+14% +$238K 0.73% 43
2018
Q2 		$1.68M Buy
15,165
+2,851
+23% +$316K 0.65% 42
2018
Q1 		$1.35M Buy
+12,314
New +$1.41M 0.4% 44

Other funds holding IVE

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Redwood Investment Management's IVE Position: Q1 2026 in Review

Redwood Investment Management increased its iShares S&P 500 Value ETF (IVE) stake by 40% in Q1 2026, buying an estimated $1.55M and bringing the position to 24,940 shares worth $5.27M. The position accounts for 0.65% of the portfolio, ranked #23.

Redwood Investment Management first reported a position in IVE in Q1 2018 and has held it in 14 quarters since. 1,712 funds tracked by Wall St. Rank hold IVE as of Q1 2026.

  • Redwood Investment Management held 24,940 shares of iShares S&P 500 Value ETF worth $5.27M as of Q1 2026.
  • Redwood Investment Management bought 7,147 iShares S&P 500 Value ETF shares in Q1 2026, an estimated $1.55M.
  • iShares S&P 500 Value ETF made up 0.65% of Redwood Investment Management's portfolio in Q1 2026, its #23 holding.
  • Redwood Investment Management first reported a position in iShares S&P 500 Value ETF in Q1 2018 and has held it in 14 quarters since.
  • 1,712 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q1 2026.

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