iShares S&P 500 Value Index shares owned by Sendero Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Sendero Wealth Management
from 13F filings
Historical chart of Sendero Wealth Management investment in iShares S&P 500 Value Index
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All positions including iShares S&P 500 Value Index held by Sendero Wealth Management consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in iShares S&P 500 Value Index by Sendero Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $1.2M | 6.3k | 190.88 |
| 2024-09-30 | $981k | 5.0k | 197.17 |
| 2024-06-30 | $905k | 5.0k | 182.01 |
| 2024-03-31 | $948k | 5.1k | 186.81 |
| 2023-12-31 | $882k | 5.1k | 173.89 |
| 2023-09-30 | $587k | 3.8k | 153.84 |
| 2023-06-30 | $615k | 3.8k | 161.19 |