Redwood Park Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

Redwood Park Advisors’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	$301K	Buy	460 +1	+0.2%	+$683	0.2%	36
2025 Q4	$314K	Buy	459 +2	+0.4%	+$1.36K	0.21%	33
2025 Q3	$306K	Buy	457 +1	+0.2%	+$644	0.2%	33
2025 Q2	$283K	Sell	456 -69	-13%	-$39.6K	0.19%	32
2025 Q1	$295K	Buy	525 +1	+0.2%	+$591	0.24%	32
2024 Q4	$309K	Buy	+524	New	+$310K	0.21%	33

Other funds holding IVV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Redwood Park Advisors's IVV Position: Q1 2026 in Review

Redwood Park Advisors increased its iShares Core S&P 500 ETF (IVV) stake by 0.22% in Q1 2026, buying an estimated $683 and bringing the position to 460 shares worth $301K. The position accounts for 0.2% of the portfolio, ranked #36.

Redwood Park Advisors first reported a position in IVV in Q4 2024 and has held it in 6 quarters since. The position peaked at $314K in Q4 2025. 3,980 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

Redwood Park Advisors held 460 shares of iShares Core S&P 500 ETF worth $301K as of Q1 2026.
Redwood Park Advisors bought 1 iShares Core S&P 500 ETF share in Q1 2026, an estimated $683.
iShares Core S&P 500 ETF made up 0.2% of Redwood Park Advisors's portfolio in Q1 2026, its #36 holding.
Redwood Park Advisors first reported a position in iShares Core S&P 500 ETF in Q4 2024 and has held it in 6 quarters since.
Redwood Park Advisors's iShares Core S&P 500 ETF position peaked at $314K in Q4 2025.
3,980 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Redwood Park Advisors's 13F filing for Q1 2026, filed 4 May 2026.