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
2025 Q3	$1.16M	Hold
2025 Q2	$1.11M	Hold
2025 Q1	$1.07M	Sell
2024 Q4	$2.83M	Buy
2024 Q3	$1.08M	Hold
2024 Q2	$993K	Sell
2024 Q1	$1.03M	Sell
2023 Q4	$953K	Buy
2023 Q3	$864K	Hold
2023 Q2	$899K	Buy