Sendero Wealth Management’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
Other funds holding IVV
Sendero Wealth Management's IVV Position: Q1 2026 in Review
Sendero Wealth Management reduced its iShares Core S&P 500 ETF (IVV) stake by 58% in Q1 2026, selling an estimated $330K and leaving 355 shares worth $232K. The position accounts for 0.03% of the portfolio, ranked #193.
Sendero Wealth Management first reported a position in IVV in Q2 2022 and has held it in 8 quarters since. The position peaked at $574K in Q4 2025. 3,978 funds tracked by Wall St. Rank hold IVV as of Q1 2026.
- Sendero Wealth Management held 355 shares of iShares Core S&P 500 ETF worth $232K as of Q1 2026.
- Sendero Wealth Management sold 483 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $330K.
- iShares Core S&P 500 ETF made up 0.03% of Sendero Wealth Management's portfolio in Q1 2026, its #193 holding.
- Sendero Wealth Management first reported a position in iShares Core S&P 500 ETF in Q2 2022 and has held it in 8 quarters since.
- Sendero Wealth Management's iShares Core S&P 500 ETF position peaked at $574K in Q4 2025.
- 3,978 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.
Based on Sendero Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.