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iShares S&P 500 Index shares owned by Redwood Family Wealth

Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Redwood Family Wealth from 13F filings

Historical chart of Redwood Family Wealth investment in iShares S&P 500 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 500 Index held by Redwood Family Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P 500 Index by Redwood Family Wealth

Quarter filed Position value Share count Share price at filing
2025-12-31 $247k 360 685.47

More positions owned by Redwood Family Wealth

Vanguard Index Fds Large Cap Etf (VV)
Apple (AAPL)
Ast Spacemobile Com Cl A (ASTS)
Exxon Mobil Corporation (XOM)
Texas Pacific Land Corp (TPL)
Vanguard Index Fds Value Etf (VTV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Microsoft Corporation (MSFT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
NVIDIA Corporation (NVDA)
Walt Disney Company (DIS)
RBB Us Treas 3 Mnth (TBIL)
Amplify Etf Tr Cwp Enhanced Div (DIVO)

View all positions for Redwood Family Wealth

Top funds holding iShares S&P 500 Index

BlackRock
Northwestern Mutual Wealth Management Company
Marshall Wace
Envestnet Asset Management
Creative Planning
Jpmorgan Chase & Co
Royal Bank of Canada
Wells Fargo & Company
Jones Financial Companies, L.L
CI Private Wealth
NISA Investment Advisors
Pnc Financial Services
Bank of New York Mellon
Goldman Sachs Group
LPL Financial

View all funds holding iShares S&P 500 Index