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Redwood Investment Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Redwood Investment Management’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 		$2.05M Buy
3,139
+596
+23% +$407K 0.25% 46
2025
Q4 		$1.74M Sell
2,543
-174
-6% -$118K 0.2% 77
2025
Q3 		$1.82M Buy
2,717
+176
+7% +$113K 0.2% 77
2025
Q2 		$1.58M Buy
2,541
+536
+27% +$308K 0.17% 128
2025
Q1 		$1.13M Sell
2,005
-129
-6% -$76.2K 0.12% 220
2024
Q4 		$1.26M Buy
2,134
+120
+6% +$71K 0.12% 232
2024
Q3 		$1.17M Buy
2,014
+73
+4% +$40.6K 0.1% 233
2024
Q2 		$1.06M Sell
1,941
-613
-24% -$322K 0.09% 245
2024
Q1 		$1.34M Sell
2,554
-4,726
-65% -$2.36M 0.13% 229
2023
Q4 		$3.48M Sell
7,280
-743
-9% -$333K 0.32% 59
2023
Q3 		$3.44M Buy
+8,023
New +$3.59M 0.3% 62
2020
Q1 		– Sell
-14,498
Closed -$4.69M – 203
2019
Q4 		$4.69M Sell
14,498
-134
-0.9% -$41.5K 1.16% 19
2019
Q3 		$4.37M Buy
14,632
+180
+1% +$53.5K 1.18% 20
2019
Q2 		$4.26M Sell
14,452
-2,394
-14% -$694K 1.19% 8
2019
Q1 		$4.79M Buy
16,846
+589
+4% +$161K 2.04% 9
2018
Q4 		$4.09M Sell
16,257
-3,872
-19% -$1.05M 3.09% 6
2018
Q3 		$5.89M Buy
+20,129
New +$5.77M 2.14% 4

Other funds holding IVV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

Redwood Investment Management increased its iShares Core S&P 500 ETF (IVV) stake by 23% in Q1 2026, buying an estimated $407K and bringing the position to 3,139 shares worth $2.05M. The position accounts for 0.25% of the portfolio, ranked #46.

Redwood Investment Management first reported a position in IVV in Q3 2018 and has held it in 17 quarters since. The position peaked at $5.89M in Q3 2018. 3,980 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

  • Redwood Investment Management held 3,139 shares of iShares Core S&P 500 ETF worth $2.05M as of Q1 2026.
  • Redwood Investment Management bought 596 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $407K.
  • iShares Core S&P 500 ETF made up 0.25% of Redwood Investment Management's portfolio in Q1 2026, its #46 holding.
  • Redwood Investment Management first reported a position in iShares Core S&P 500 ETF in Q3 2018 and has held it in 17 quarters since.
  • Redwood Investment Management's iShares Core S&P 500 ETF position peaked at $5.89M in Q3 2018.
  • 3,980 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

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