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 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 $374B AUM 17.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Sendero Wealth Management's IVW Position: Q1 2026 in Review

Sendero Wealth Management increased its iShares S&P 500 Growth ETF (IVW) stake by 0.01% in Q1 2026, buying an estimated $120 and bringing the position to 15,870 shares worth $1.8M. The position accounts for 0.2% of the portfolio, ranked #73.

Sendero Wealth Management first reported a position in IVW in Q2 2023 and has held it in 12 quarters since. The position peaked at $1.96M in Q4 2025. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

Sendero Wealth Management held 15,870 shares of iShares S&P 500 Growth ETF worth $1.8M as of Q1 2026.
Sendero Wealth Management bought 1 iShares S&P 500 Growth ETF share in Q1 2026, an estimated $120.
iShares S&P 500 Growth ETF made up 0.2% of Sendero Wealth Management's portfolio in Q1 2026, its #73 holding.
Sendero Wealth Management first reported a position in iShares S&P 500 Growth ETF in Q2 2023 and has held it in 12 quarters since.
Sendero Wealth Management's iShares S&P 500 Growth ETF position peaked at $1.96M in Q4 2025.
2,040 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on Sendero Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.