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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

Tip: Access up to 7 years of quarterly data

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
2024-03-31 $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

More positions owned by Sendero Wealth Management

Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Index Shs Fds Glb Nat Resrce (GNR)
Ishares Tr Core S&p Ttl Stk (ITOT)
Alphabet Cap Stk Cl A (GOOGL)
Microsoft Corporation (MSFT)
Amazon (AMZN)
NVIDIA Corporation (NVDA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
2023 Etf Series Trust Eagle Capital Se
Charles Schwab Corporation (SCHW)
ConocoPhillips (COP)
Iqvia Holdings (IQV)
Paycom Software (PAYC)
Capital One Financial (COF)
Cbre Group Cl A (CBRE)

View all positions for Sendero Wealth Management

Top funds holding iShares S&P 500 Value Index

Jpmorgan Chase & Co
Wells Fargo & Company
Bank of America Corporation
Goldman Sachs Group
UBS Group
Stifel Financial
Pnc Financial Services
CWM
Us Bancorp
Royal Bank of Canada
Mariner Wealth Advisors
Commonwealth Equity Services
M^T Bank Corporation
Huntington National Bank
Park Avenue Securities

View all funds holding iShares S&P 500 Value Index