SEC 13F Intelligence

Redwood Investment Management, LLC / IWM

Redwood Investment Management, LLC’s Ishares Tr Position

Does Redwood Investment Management, LLC own Ishares Tr (IWM)? Yes — 34.0K shares worth $8M (+1.05% of its 13F portfolio) as of Q1 2026, up from 30.2K shares the prior filed quarter.

Position Value
$8M
Q1 2026
Shares
34.0K
% of Portfolio
+1.05%
Quarters Held
7
currently held

Position History IWM

Reported value by quarter
Q3 ’24: $143MQ3 ’24Q4 ’24: $138MQ4 ’24Q1 ’25: $93MQ1 ’25Q2 ’25: $5MQ2 ’25Q3 ’25: $6MQ3 ’25Q4 ’25: $7MQ4 ’25Q1 ’26: $8MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202634.0K$8M+1.05%
Q4 202530.2K$7M+0.84%
Q3 202526.1K$6M+0.69%
Q2 202521.5K$5M+0.49%
Q1 2025468.2K$93M+10.13%
Q4 2024623.6K$138M+13.44%
Q3 2024648.0K$143M+12.67%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Redwood Investment Management, LLC’s full portfolio or all institutional holders of IWM.