Shufro Rose & Co’s Redwood Trust RWT Stock Holding History

Shufro Rose & Co’s Portfolio RWT Stock Details RWT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$341K	Hold	60,700	–	–	0.02%	224
2025 Q4	$336K	Sell	60,700 -200	-0.3%	-$1.1K	0.02%	220
2025 Q3	$370K	Hold	60,900	–	–	0.03%	212
2025 Q2	$370K	Sell	60,900 -2,000	-3%	-$11.4K	0.03%	207
2025 Q1	$382K	Hold	62,900	–	–	0.03%	211
2024 Q4	$411K	Sell	62,900 -2,600	-4%	-$18.7K	0.03%	194
2024 Q3	$425K	Hold	65,500	–	–	0.03%	191
2024 Q2	$425K	Buy	65,500 +4,900	+8%	+$30.5K	0.03%	191
2024 Q1	$386K	Sell	60,600 -5,500	-8%	-$35.9K	0.03%	205
2023 Q4	$471K	Hold	66,100	–	–	0.04%	162
2023 Q3	$471K	Hold	66,100	–	–	0.04%	163
2023 Q2	$421K	Hold	66,100	–	–	0.04%	187
2023 Q1	$446K	Sell	66,100 -400	-0.6%	-$3K	0.04%	182
2022 Q4	$450K	Sell	66,500 -14,000	-17%	-$97.8K	0.04%	182
2022 Q3	$462K	Hold	80,500	–	–	0.05%	169
2022 Q2	$621K	Buy	80,500 +1,000	+1%	+$9.19K	0.05%	151
2022 Q1	$837K	Buy	79,500 +8,700	+12%	+$99K	0.06%	134
2021 Q4	$934K	Buy	+70,800	New	+$957K	0.07%	128

Other funds holding RWT

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Mirae Asset Global ETFs Holdings

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Boston Partners

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return