Sendero Wealth Management’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
Other funds holding IVV
CM
Sendero Wealth Management's IVV Position: Q2 2026 in Review
Sendero Wealth Management reduced its iShares Core S&P 500 ETF (IVV) stake by 2.5% in Q2 2026, selling an estimated $6.55K and leaving 346 shares worth $259K. The position accounts for 0.03% of the portfolio, ranked #198.
Sendero Wealth Management first reported a position in IVV in Q2 2022 and has held it in 9 quarters since. The position peaked at $574K in Q4 2025. 4,118 funds tracked by Wall St. Rank hold IVV as of Q2 2026.
- Sendero Wealth Management held 346 shares of iShares Core S&P 500 ETF worth $259K as of Q2 2026.
- Sendero Wealth Management sold 9 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $6.55K.
- iShares Core S&P 500 ETF made up 0.03% of Sendero Wealth Management's portfolio in Q2 2026, its #198 holding.
- Sendero Wealth Management first reported a position in iShares Core S&P 500 ETF in Q2 2022 and has held it in 9 quarters since.
- Sendero Wealth Management's iShares Core S&P 500 ETF position peaked at $574K in Q4 2025.
- 4,118 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.
Based on Sendero Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.