Sendero Wealth Management’s iShares S&P 500 Growth ETF IVW Stock Holding History

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

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$1.92M	Sell
2025 Q2	$1.79M	Hold
2025 Q1	$1.51M	Hold
2024 Q4	$1.65M	Buy
2024 Q3	$1.18M	Hold
2024 Q2	$1.14M	Sell
2024 Q1	$1.06M	Hold
2023 Q4	$947K	Buy
2023 Q3	$675K	Hold
2023 Q2	$695K	Buy