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Redwood Wealth Management Group, LLC: IVV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Redwood Wealth Management Group, LLC on IVV, newest first. How the timeline and the estimate are built.

Redwood Wealth Management Group, LLC held 0 IVV shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 0 shares
    Change vs previous 13F -5,350 shares

    13F-HR 0001963839-26-000005 filed by Redwood Wealth Management Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2026-03-31
    13F 5,350 shares
    Change vs previous 13F -26 shares

    1.51% of the 13F portfolio, value $3,494,674.

    13F-HR 0001963839-26-000004 filed by Redwood Wealth Management Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 5,376 shares
    Change vs previous 13F -216 shares

    1.54% of the 13F portfolio, value $3,682,237.

    13F-HR 0001963839-26-000002 filed by Redwood Wealth Management Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 5,592 shares
    Change vs previous 13F -1 shares

    1.59% of the 13F portfolio, value $3,742,726.

    13F-HR 0001963839-25-000012 filed by Redwood Wealth Management Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 5,593 shares
    Change vs previous 13F +65 shares

    1.56% of the 13F portfolio, value $3,472,694.

    13F-HR 0001963839-25-000010 filed by Redwood Wealth Management Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 5,528 shares
    Change vs previous 13F -110 shares

    1.58% of the 13F portfolio, value $3,106,183.

    13F-HR 0001963839-25-000006 filed by Redwood Wealth Management Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 5,638 shares
    Change vs previous 13F -138 shares

    1.62% of the 13F portfolio, value $3,317,005.

    13F-HR 0001963839-25-000004 filed by Redwood Wealth Management Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 5,776 shares
    Change vs previous 13F not available

    1.65% of the 13F portfolio, value $3,331,712.

    13F-HR 0001963839-24-000013 filed by Redwood Wealth Management Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).