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

Redwood Wealth Management Group’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	$3.8M	Sell	33,607 -68	-0.2%	-$8.18K	1.64%	14
2025 Q4	$4.15M	Sell	33,675 -342	-1%	-$41.9K	1.74%	14
2025 Q3	$4.11M	Sell	34,017 -9	-0%	-$1.03K	1.74%	12
2025 Q2	$3.75M	Buy	34,026 +218	+0.6%	+$21.6K	1.68%	12
2025 Q1	$3.14M	Sell	33,808 -216	-0.6%	-$21.8K	1.6%	14
2024 Q4	$3.45M	Sell	34,024 -915	-3%	-$91.3K	1.68%	11
2024 Q3	$3.35M	Sell	34,939 -688	-2%	-$63.5K	1.66%	8
2024 Q2	$3.3M	Buy	35,627 +327	+0.9%	+$28.2K	2.48%	5
2024 Q1	$2.98M	Sell	35,300 -44	-0.1%	-$3.54K	3.16%	6
2023 Q4	$2.65M	Sell	35,344 -45	-0.1%	-$3.2K	2.94%	6
2023 Q3	$2.42M	Sell	35,389 -1,224	-3%	-$86.6K	2.83%	7
2023 Q2	$2.58M	Sell	36,613 -4,516	-11%	-$299K	2.86%	6
2023 Q1	$2.63M	Sell	41,129 -291	-0.7%	-$17.8K	2.98%	5
2022 Q4	$2.42M	Buy	+41,420	New	+$2.49M	3.02%	7

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 Wealth Management Group's IVW Position: Q1 2026 in Review

Redwood Wealth Management Group reduced its iShares S&P 500 Growth ETF (IVW) stake by 0.2% in Q1 2026, selling an estimated $8.18K and leaving 33,607 shares worth $3.8M. The position accounts for 1.64% of the portfolio, ranked #14.

Redwood Wealth Management Group first reported a position in IVW in Q4 2022 and has held it in 14 quarters since. The position peaked at $4.15M in Q4 2025. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

Redwood Wealth Management Group held 33,607 shares of iShares S&P 500 Growth ETF worth $3.8M as of Q1 2026.
Redwood Wealth Management Group sold 68 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $8.18K.
iShares S&P 500 Growth ETF made up 1.64% of Redwood Wealth Management Group's portfolio in Q1 2026, its #14 holding.
Redwood Wealth Management Group first reported a position in iShares S&P 500 Growth ETF in Q4 2022 and has held it in 14 quarters since.
Redwood Wealth Management Group's iShares S&P 500 Growth ETF position peaked at $4.15M in Q4 2025.
2,040 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on Redwood Wealth Management Group's 13F filing for Q1 2026, filed 24 Apr 2026.