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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.18M	Buy	15,872 +2	+0%	+$264	0.22%	78
2026 Q1	$1.8M	Buy	15,870 +1	+0%	+$120	0.2%	73
2025 Q4	$1.96M	Buy	15,869 +3	+0%	+$367	0.22%	69
2025 Q3	$1.92M	Sell	15,866 -428	-3%	-$49.2K	0.22%	68
2025 Q2	$1.79M	Hold	16,294	–	–	0.22%	69
2025 Q1	$1.51M	Hold	16,294	–	–	0.21%	69
2024 Q4	$1.65M	Buy	16,294 +3,936	+32%	+$393K	0.25%	64
2024 Q3	$1.18M	Hold	12,358	–	–	0.19%	70
2024 Q2	$1.14M	Sell	12,358 -250	-2%	-$21.6K	0.19%	71
2024 Q1	$1.06M	Hold	12,608	–	–	0.18%	74
2023 Q4	$947K	Buy	12,608 +2,742	+28%	+$195K	0.18%	82
2023 Q3	$675K	Hold	9,866	–	–	0.14%	94
2023 Q2	$695K	Buy	+9,866	New	+$652K	0.15%	92

Other funds holding IVW

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Sendero Wealth Management's IVW Position: Q2 2026 in Review

Sendero Wealth Management increased its iShares S&P 500 Growth ETF (IVW) stake by 0.01% in Q2 2026, buying an estimated $264 and bringing the position to 15,872 shares worth $2.18M. The position accounts for 0.22% of the portfolio, ranked #78.

Sendero Wealth Management first reported a position in IVW in Q2 2023 and has held it in 13 quarters since. 2,131 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Sendero Wealth Management held 15,872 shares of iShares S&P 500 Growth ETF worth $2.18M as of Q2 2026.
Sendero Wealth Management bought 2 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $264.
iShares S&P 500 Growth ETF made up 0.22% of Sendero Wealth Management's portfolio in Q2 2026, its #78 holding.
Sendero Wealth Management first reported a position in iShares S&P 500 Growth ETF in Q2 2023 and has held it in 13 quarters since.
2,131 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Sendero Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.