Sendero Wealth Management’s iShares S&P 500 Value ETF IVE Stock Holding History

Sendero Wealth Management’s Portfolio IVE Stock Details IVE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1.3M	Buy	5,694 +2	+0%	+$467	0.13%	103
2026 Q2	$1.29M	Buy	5,692 +3	+0.1%	+$670	0.13%	107
2026 Q1	$1.2M	Sell	5,689 -351	-6%	-$76K	0.13%	93
2025 Q4	$1.28M	Buy	6,040 +4	+0.1%	+$838	0.14%	88
2025 Q3	$1.25M	Sell	6,036 -241	-4%	-$48.4K	0.15%	83
2025 Q2	$1.23M	Hold	6,277	–	–	0.15%	84
2025 Q1	$1.2M	Hold	6,277	–	–	0.17%	79
2024 Q4	$1.2M	Buy	6,277 +1,304	+26%	+$259K	0.18%	78
2024 Q3	$981K	Hold	4,973	–	–	0.15%	80
2024 Q2	$905K	Sell	4,973 -100	-2%	-$18.2K	0.15%	80
2024 Q1	$948K	Hold	5,073	–	–	0.16%	82
2023 Q4	$882K	Buy	5,073 +1,255	+33%	+$202K	0.17%	90
2023 Q3	$587K	Hold	3,818	–	–	0.13%	101
2023 Q2	$615K	Buy	+3,818	New	+$587K	0.13%	95

Other funds holding IVE

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return

SoFi Wealth San Francisco, California $2.59B AUM 14.4% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return

Calamos Wealth Management Naperville, Illinois $3.51B AUM 25.96% 1-Year Est. Return

LVZ Inc Holland, Michigan $975M AUM 10.91% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Sendero Wealth Management's IVE Position: Q3 2026 in Review

Sendero Wealth Management increased its iShares S&P 500 Value ETF (IVE) stake by 0.04% in Q3 2026, buying an estimated $467 and bringing the position to 5,694 shares worth $1.3M. The position accounts for 0.13% of the portfolio, ranked #103.

Sendero Wealth Management first reported a position in IVE in Q2 2023 and has held it in 14 quarters since. 892 funds tracked by Wall St. Rank hold IVE as of Q3 2026.

Sendero Wealth Management held 5,694 shares of iShares S&P 500 Value ETF worth $1.3M as of Q3 2026.
Sendero Wealth Management bought 2 iShares S&P 500 Value ETF shares in Q3 2026, an estimated $467.
iShares S&P 500 Value ETF made up 0.13% of Sendero Wealth Management's portfolio in Q3 2026, its #103 holding.
Sendero Wealth Management first reported a position in iShares S&P 500 Value ETF in Q2 2023 and has held it in 14 quarters since.
892 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q3 2026.

Based on Sendero Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.