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

Redwood Wealth Management Group’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
Q2 		– Sell
-5,350
Closed -$3.49M – 55
2026
Q1 		$3.49M Sell
5,350
-26
-0.5% -$17.8K 1.51% 17
2025
Q4 		$3.68M Sell
5,376
-216
-4% -$147K 1.54% 17
2025
Q3 		$3.74M Sell
5,592
-1
-0% -$644 1.59% 16
2025
Q2 		$3.47M Buy
5,593
+65
+1% +$37.3K 1.56% 13
2025
Q1 		$3.11M Sell
5,528
-110
-2% -$65K 1.58% 15
2024
Q4 		$3.32M Sell
5,638
-138
-2% -$81.7K 1.62% 12
2024
Q3 		$3.33M Sell
5,776
-154
-3% -$85.6K 1.65% 9
2024
Q2 		$3.25M Buy
5,930
+154
+3% +$81K 2.44% 6
2024
Q1 		$3.04M Buy
5,776
+5
+0.1% +$2.5K 3.22% 5
2023
Q4 		$2.76M Sell
5,771
-10
-0.2% -$4.48K 3.06% 5
2023
Q3 		$2.48M Sell
5,781
-189
-3% -$84.5K 2.9% 6
2023
Q2 		$2.66M Buy
5,970
+838
+16% +$353K 2.95% 5
2023
Q1 		$2.11M Sell
5,132
-34
-0.7% -$13.6K 2.39% 9
2022
Q4 		$1.98M Buy
+5,166
New +$1.99M 2.48% 9

Other funds holding IVV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CM
Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

Redwood Wealth Management Group's IVV Position: Q2 2026 in Review

Redwood Wealth Management Group sold out of iShares Core S&P 500 ETF (IVV) in Q2 2026, closing a stake of 5,350 shares — an estimated $3.49M sold.

Redwood Wealth Management Group first reported a position in IVV in Q4 2022 and held it in 14 quarters. The position peaked at $3.74M in Q3 2025. 4,089 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Redwood Wealth Management Group reported no remaining iShares Core S&P 500 ETF position as of Q2 2026 after selling out during the quarter.
  • Redwood Wealth Management Group sold 5,350 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $3.49M.
  • Redwood Wealth Management Group first reported a position in iShares Core S&P 500 ETF in Q4 2022 and held it in 14 quarters.
  • Redwood Wealth Management Group's iShares Core S&P 500 ETF position peaked at $3.74M in Q3 2025.
  • 4,089 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Redwood Wealth Management Group's 13F filing for Q2 2026.