Redwood Financial Network Corp HAWX — ISHARES TR

Ownership history in Redwood Financial Network Corp  ·  7 quarters on record

AI Ownership Summary

Redwood Financial Network Corp reported ISHARES TR (HAWX) in 7 quarterly 13F filings from 2024 Q3 through 2026 Q1. Peak portfolio weight reached 0.21% in 2025 Q4. The latest visible filing shows HAWX at 0.18% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this HAWX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Redwood Financial Network Corp's position in ISHARES TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

HAWX was reported at 0.18% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.21% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

HAWX stock page Redwood Financial Network Corp fund profile Redwood Financial Network Corp full holdings
How Redwood Financial Network Corp held HAWX — position size vs. price
% of Fund (quarterly)    HAWX price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 6,848 -1,490 -17.9% 0.18% $280K 2026-05-14 $44.68
2025 Q4 ADDED — — — 8,338 +58 +0.7% 0.21% $329K 2026-02-10 $42.49
2025 Q3 ADDED — — — 8,280 +369 +4.7% 0.20% $313K 2025-11-12 $39.21
2025 Q2 ADDED — — — 7,911 +1,208 +18.0% 0.19% $280K 2025-08-14 $35.85
2025 Q1 ADDED — — — 6,703 +391 +6.2% 0.17% $224K 2025-05-15 $33.50
2024 Q4 ADDED — — — 6,312 +230 +3.8% 0.15% $203K 2025-02-14 $33.05
2024 Q3 INITIATED — — — 6,082 — — 0.16% $201K 2024-11-08 $31.30

🏢 Other funds also holding HAWX

As of 2026 Q1 — sorted by position size

Carroll Advisory Group, LLC 8.78% PACIFIC FINANCIAL GROUP INC 3Y 7Y 1.45% Nova Wealth Management, Inc. 1.2% PARTNERS CAPITAL INVESTMENT GROUP, LLP 3Y 7Y 0.65% Beacon Pointe Advisors, LLC 3Y 7Y 0.34% COLDSTREAM CAPITAL MANAGEMENT INC 3Y 7Y 0.31% STAR Financial Bank 3Y 0.17% JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC 0.11% Whitaker-Myers Wealth Managers, LTD. 3Y 0.11% Kingsview Wealth Management, LLC 3Y 0.11%

FAQ About Redwood Financial Network Corp and HAWX

These are the practical questions this page is built to answer before you even open the full history table.

How long has Redwood Financial Network Corp reported owning HAWX?

Redwood Financial Network Corp reported HAWX across 7 quarterly 13F filings, from 2024 Q3 through 2026 Q1.

What was the largest reported HAWX position in Redwood Financial Network Corp's portfolio?

The largest reported portfolio weight for HAWX was 0.21% in 2025 Q4.

What is the latest reported HAWX position on this page?

The most recent filing on this page is 2026 Q1, when Redwood Financial Network Corp reported 6,848 shares, equal to 0.18% of portfolio, with an estimated market value of $280K.

What does the chart on this HAWX ownership page compare?

The chart compares Redwood Financial Network Corp's quarterly HAWX portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Redwood Financial Network Corp time their HAWX position?

Based on 13F filing dates vs. subsequent HAWX price moves, Redwood Financial Network Corp correctly timed 6 out of 6 reported position changes (100%). The annualised alpha on HAWX relative to SPY over the holding period was +7.9%.

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