Sendero Wealth Management
IWF icon

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
Q3 		$4M Hold
31,936
– – 0.4% 42
2026
Q2 		$3.97M Sell
31,936
-2,876
-8% -$347K 0.39% 47
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
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $73.6B AUM 18.65% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

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

Sendero Wealth Management held its iShares Russell 1000 Growth ETF (IWF) position steady in Q3 2026 at 31,936 shares worth $4M. The position accounts for 0.4% of the portfolio, ranked #42.

Sendero Wealth Management first reported a position in IWF in Q2 2022 and has held it in 18 quarters since. The position peaked at $4.37M in Q3 2025. 2,282 funds tracked by Wall St. Rank hold IWF as of Q3 2026.

  • Sendero Wealth Management held 31,936 shares of iShares Russell 1000 Growth ETF worth $4M as of Q3 2026.
  • Sendero Wealth Management left its iShares Russell 1000 Growth ETF share count unchanged in Q3 2026.
  • iShares Russell 1000 Growth ETF made up 0.4% of Sendero Wealth Management's portfolio in Q3 2026, its #42 holding.
  • Sendero Wealth Management first reported a position in iShares Russell 1000 Growth ETF in Q2 2022 and has held it in 18 quarters since.
  • Sendero Wealth Management's iShares Russell 1000 Growth ETF position peaked at $4.37M in Q3 2025.
  • 2,282 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2026.

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