Sendero Wealth Management’s iShares Russell 1000 Value ETF IWD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.38M	Hold	5,693	–	–	0.14%	100
2026 Q1	$1.22M	Hold	5,693	–	–	0.13%	91
2025 Q4	$1.2M	Hold	5,693	–	–	0.13%	94
2025 Q3	$1.16M	Hold	5,693	–	–	0.14%	89
2025 Q2	$1.11M	Hold	5,693	–	–	0.14%	90
2025 Q1	$1.07M	Sell	5,693 -9,616	-63%	-$1.83M	0.15%	84
2024 Q4	$2.83M	Buy	15,309 +9,616	+169%	+$1.84M	0.42%	51
2024 Q3	$1.08M	Hold	5,693	–	–	0.17%	76
2024 Q2	$993K	Sell	5,693 -53	-0.9%	-$9.27K	0.17%	77
2024 Q1	$1.03M	Sell	5,746 -20	-0.3%	-$3.38K	0.18%	76
2023 Q4	$953K	Buy	5,766 +73	+1%	+$11.3K	0.18%	79
2023 Q3	$864K	Hold	5,693	–	–	0.19%	77
2023 Q2	$899K	Buy	+5,693	New	+$870K	0.2%	80

Other funds holding IWD

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

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

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

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

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

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

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

Sendero Wealth Management held its iShares Russell 1000 Value ETF (IWD) position steady in Q2 2026 at 5,693 shares worth $1.38M. The position accounts for 0.14% of the portfolio, ranked #100.

Sendero Wealth Management first reported a position in IWD in Q2 2023 and has held it in 13 quarters since. The position peaked at $2.83M in Q4 2024. 1,981 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Sendero Wealth Management held 5,693 shares of iShares Russell 1000 Value ETF worth $1.38M as of Q2 2026.
Sendero Wealth Management left its iShares Russell 1000 Value ETF share count unchanged in Q2 2026.
iShares Russell 1000 Value ETF made up 0.14% of Sendero Wealth Management's portfolio in Q2 2026, its #100 holding.
Sendero Wealth Management first reported a position in iShares Russell 1000 Value ETF in Q2 2023 and has held it in 13 quarters since.
Sendero Wealth Management's iShares Russell 1000 Value ETF position peaked at $2.83M in Q4 2024.
1,981 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

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