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 Q3	$2.26M	Buy	15,874 +2	+0%	+$277	0.23%	77
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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

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

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return

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

Regions Financial Corp Birmingham, Alabama $16.4B AUM 18.73% 1-Year Est. Return

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

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

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

Sendero Wealth Management increased its iShares S&P 500 Growth ETF (IVW) stake by 0.01% in Q3 2026, buying an estimated $277 and bringing the position to 15,874 shares worth $2.26M. The position accounts for 0.23% of the portfolio, ranked #77.

Sendero Wealth Management first reported a position in IVW in Q2 2023 and has held it in 14 quarters since. 1,591 funds tracked by Wall St. Rank hold IVW as of Q3 2026.

Sendero Wealth Management held 15,874 shares of iShares S&P 500 Growth ETF worth $2.26M as of Q3 2026.
Sendero Wealth Management bought 2 iShares S&P 500 Growth ETF shares in Q3 2026, an estimated $277.
iShares S&P 500 Growth ETF made up 0.23% of Sendero Wealth Management's portfolio in Q3 2026, its #77 holding.
Sendero Wealth Management first reported a position in iShares S&P 500 Growth ETF in Q2 2023 and has held it in 14 quarters since.
1,591 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2026.

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