iShares S&P 500 Growth Index shares owned by Sendero Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Sendero Wealth Management
from 13F filings
Historical chart of Sendero Wealth Management investment in iShares S&P 500 Growth Index
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All positions including iShares S&P 500 Growth 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 Growth Index by Sendero Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.9M | 16k | 120.72 |
| 2025-06-30 | $1.8M | 16k | 110.10 |
| 2025-03-31 | $1.5M | 16k | 92.83 |
| 2024-12-31 | $1.7M | 16k | 101.53 |
| 2024-09-30 | $1.2M | 12k | 95.75 |
| 2024-06-30 | $1.1M | 12k | 92.54 |
| 2024-03-31 | $1.1M | 13k | 84.44 |
| 2023-12-31 | $947k | 13k | 75.10 |
| 2023-09-30 | $675k | 9.9k | 68.42 |
| 2023-06-30 | $695k | 9.9k | 70.48 |