Ownership history in REDW Wealth LLC · 30 quarters on record
This page tracks every 13F SEC filing in which REDW 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 | REDUCED | 20,877 | -468 | -2.2% | 5.45% | $14.3M | $683.12 |
| 2025 Q3 | REDUCED | 21,345 | -102 | -0.5% | 5.40% | $14.3M | $665.17 |
| 2025 Q2 | ADDED | 21,447 | +142 | +0.7% | 5.30% | $13.3M | $615.21 |
| 2025 Q1 | ADDED | 21,305 | +3,505 | +19.7% | 4.46% | $12.0M | $555.02 |
| 2024 Q4 | ADDED | 17,800 | +15,498 | +673.2% | 3.64% | $10.5M | $579.67 |
| 2024 Q3 | REDUCED | 2,302 | -195 | -7.8% | 0.34% | $1.3M | $566.00 |
| 2024 Q2 | ADDED | 2,497 | +9 | +0.4% | 0.36% | $1.4M | $534.89 |
| 2024 Q1 | REDUCED | 2,488 | -714 | -22.3% | 0.35% | $1.3M | $512.33 |
| 2023 Q4 | ADDED | 3,202 | +791 | +32.8% | 0.44% | $1.5M | $463.98 |
| 2023 Q3 | UNCHANGED | 2,411 | — | 0% | 0.32% | $1.0M | $415.48 |
As of 2025 Q4 — sorted by position size