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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.96M Sell
9,325
-239
-2% -$101K 0.49% 42
2025
Q1
$3.45M Buy
9,564
+41
+0.4% +$14.8K 0.48% 42
2024
Q4
$3.82M Sell
9,523
-44
-0.5% -$17.7K 0.57% 39
2024
Q3
$3.59M Buy
9,567
+338
+4% +$127K 0.57% 35
2024
Q2
$3.36M Sell
9,229
-99
-1% -$36.1K 0.57% 36
2024
Q1
$3.14M Sell
9,328
-509
-5% -$172K 0.54% 37
2023
Q4
$2.98M Buy
9,837
+33
+0.3% +$10K 0.56% 36
2023
Q3
$2.61M Buy
9,804
+377
+4% +$100K 0.56% 36
2023
Q2
$2.59M Sell
9,427
-437
-4% -$120K 0.57% 39
2023
Q1
$2.41M Buy
9,864
+3,257
+49% +$796K 0.74% 29
2022
Q4
$1.42M Buy
6,607
+945
+17% +$202K 0.5% 42
2022
Q3
$1.19M Sell
5,662
-1,297
-19% -$273K 0.5% 33
2022
Q2
$1.52M Buy
+6,959
New +$1.52M 1.46% 18