Redwood Investment Management’s iShares S&P 500 Growth ETF IVW Stock Holding History

Redwood Investment Management’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 Q1	$4.76M	Buy	42,076 +4,859	+13%	+$584K	0.59%	25
2025 Q4	$4.59M	Buy	37,217 +1,894	+5%	+$232K	0.52%	25
2025 Q3	$4.26M	Buy	35,323 +3,720	+12%	+$428K	0.46%	40
2025 Q2	$3.48M	Sell	31,603 -2,044	-6%	-$202K	0.37%	50
2025 Q1	$3.12M	Buy	33,647 +1,144	+4%	+$115K	0.34%	58
2024 Q4	$3.3M	Buy	32,503 +975	+3%	+$97.3K	0.32%	55
2024 Q3	$3.02M	Sell	31,528 -2,634	-8%	-$243K	0.27%	60
2024 Q2	$3.16M	Buy	34,162 +29,839	+690%	+$2.57M	0.27%	70
2024 Q1	$365K	Sell	4,323 -4,876	-53%	-$392K	0.03%	292
2023 Q4	$691K	Buy	9,199 +3,196	+53%	+$227K	0.06%	242
2023 Q3	$411K	Buy	+6,003	New	+$425K	0.04%	283

Other funds holding IVW

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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

Redwood Investment Management increased its iShares S&P 500 Growth ETF (IVW) stake by 13% in Q1 2026, buying an estimated $584K and bringing the position to 42,076 shares worth $4.76M. The position accounts for 0.59% of the portfolio, ranked #25.

Redwood Investment Management first reported a position in IVW in Q3 2023 and has held it in 11 quarters since. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

Redwood Investment Management held 42,076 shares of iShares S&P 500 Growth ETF worth $4.76M as of Q1 2026.
Redwood Investment Management bought 4,859 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $584K.
iShares S&P 500 Growth ETF made up 0.59% of Redwood Investment Management's portfolio in Q1 2026, its #25 holding.
Redwood Investment Management first reported a position in iShares S&P 500 Growth ETF in Q3 2023 and has held it in 11 quarters since.
2,040 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

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