Sendero Wealth Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$3.71M	Sell	34,812 -856	-2%	-$97.2K	0.41%	45
2025 Q4	$4.22M	Sell	35,668 -1,632	-4%	-$193K	0.47%	45
2025 Q3	$4.37M	Hold	37,300	–	–	0.51%	44
2025 Q2	$3.96M	Sell	37,300 -956	-2%	-$91.4K	0.49%	42
2025 Q1	$3.45M	Buy	38,256 +164	+0.4%	+$16.2K	0.48%	42
2024 Q4	$3.82M	Sell	38,092 -176	-0.5%	-$17.3K	0.57%	39
2024 Q3	$3.59M	Buy	38,268 +1,352	+4%	+$123K	0.57%	35
2024 Q2	$3.36M	Sell	36,916 -396	-1%	-$33.8K	0.57%	36
2024 Q1	$3.14M	Sell	37,312 -2,036	-5%	-$164K	0.54%	37
2023 Q4	$2.98M	Buy	39,348 +132	+0.3%	+$9.34K	0.56%	36
2023 Q3	$2.61M	Buy	39,216 +1,508	+4%	+$104K	0.56%	36
2023 Q2	$2.59M	Sell	37,708 -1,748	-4%	-$111K	0.57%	39
2023 Q1	$2.41M	Buy	39,456 +13,028	+49%	+$751K	0.74%	29
2022 Q4	$1.42M	Buy	26,428 +3,780	+17%	+$208K	0.5%	42
2022 Q3	$1.19M	Sell	22,648 -5,188	-19%	-$305K	0.5%	33
2022 Q2	$1.52M	Buy	+27,836	New	+$1.67M	1.46%	18

Other funds holding IWF

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

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

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

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

Sendero Wealth Management reduced its iShares Russell 1000 Growth ETF (IWF) stake by 2.4% in Q1 2026, selling an estimated $97.2K and leaving 34,812 shares worth $3.71M. The position accounts for 0.41% of the portfolio, ranked #45.

Sendero Wealth Management first reported a position in IWF in Q2 2022 and has held it in 16 quarters since. The position peaked at $4.37M in Q3 2025. 2,432 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

Sendero Wealth Management held 34,812 shares of iShares Russell 1000 Growth ETF worth $3.71M as of Q1 2026.
Sendero Wealth Management sold 856 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $97.2K.
iShares Russell 1000 Growth ETF made up 0.41% of Sendero Wealth Management's portfolio in Q1 2026, its #45 holding.
Sendero Wealth Management first reported a position in iShares Russell 1000 Growth ETF in Q2 2022 and has held it in 16 quarters since.
Sendero Wealth Management's iShares Russell 1000 Growth ETF position peaked at $4.37M in Q3 2025.
2,432 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

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