iShares S&P 500 Index shares owned by Sendero Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Sendero Wealth Management
from 13F filings
Historical chart of Sendero Wealth Management investment in iShares S&P 500 Index
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All positions including iShares S&P 500 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 Index by Sendero Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $455k | 679 | 669.30 |
| 2025-06-30 | $422k | 679 | 620.90 |
| 2025-03-31 | $382k | 679 | 561.90 |
| 2024-12-31 | $337k | 572 | 588.68 |
| 2024-09-30 | $210k | 364 | 576.82 |
| 2022-06-30 | $256k | 675 | 379.26 |