Ownership history in Rede Wealth, LLC · 21 quarters on record
This page tracks every 13F SEC filing in which Rede Wealth, LLC reported a position in ISHARES TR (IVV). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 10,906 | +4,154 | +61.5% | 2.60% | $7.5M | $683.12 |
| 2025 Q3 | REDUCED | 6,752 | -3,800 | -36.0% | 3.55% | $4.5M | $665.17 |
| 2025 Q2 | ADDED | 10,552 | +139 | +1.3% | 2.37% | $6.6M | $615.21 |
| 2025 Q1 | ADDED | 10,413 | +15 | +0.1% | 2.07% | $5.9M | $555.02 |
| 2024 Q4 | REDUCED | 10,398 | -174 | -1.6% | 2.35% | $6.1M | $579.67 |
| 2024 Q3 | ADDED | 10,572 | +68 | +0.6% | 2.33% | $6.1M | $566.00 |
| 2024 Q2 | ADDED | 10,504 | +1,184 | +12.7% | 5.29% | $5.7M | $534.89 |
| 2024 Q1 | REDUCED | 9,320 | -15 | -0.2% | 2.05% | $4.9M | $512.33 |
| 2023 Q4 | REDUCED | 9,335 | -868 | -8.5% | 2.12% | $4.5M | $463.98 |
| 2023 Q3 | ADDED | 10,203 | +410 | +4.2% | 2.20% | $4.4M | $415.48 |
As of 2025 Q4 — sorted by position size