Ownership history in REDW Wealth LLC · 37 quarters on record
This page tracks every 13F SEC filing in which REDW Wealth LLC reported a position in ISHARES TR (IWM). 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 | 11,914 | -613 | -4.9% | 1.12% | $2.9M | $245.72 |
| 2025 Q3 | REDUCED | 12,527 | -145 | -1.1% | 1.15% | $3.0M | $240.72 |
| 2025 Q2 | ADDED | 12,672 | +116 | +0.9% | 1.09% | $2.7M | $214.08 |
| 2025 Q1 | ADDED | 12,556 | +1,793 | +16.7% | 0.93% | $2.5M | $197.36 |
| 2024 Q4 | ADDED | 10,763 | +9,347 | +660.1% | 0.83% | $2.4M | $218.11 |
| 2024 Q3 | UNCHANGED | 1,416 | — | 0% | 0.08% | $313K | $217.40 |
| 2024 Q2 | UNCHANGED | 1,416 | — | 0% | 0.08% | $287K | $199.01 |
| 2024 Q1 | UNCHANGED | 1,416 | — | 0% | 0.08% | $298K | $205.70 |
| 2023 Q4 | REDUCED | 1,416 | -299 | -17.4% | 0.08% | $284K | $195.82 |
| 2023 Q3 | REDUCED | 1,715 | -500 | -22.6% | 0.09% | $303K | $171.81 |
As of 2025 Q4 — sorted by position size