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iShares Russell 1000 Value Index shares owned by Sendero Wealth Management

Quarter-by-quarter ownership of iShares Russell 1000 Value Index (IWD) shares owned by Sendero Wealth Management from 13F filings

Historical chart of Sendero Wealth Management investment in iShares Russell 1000 Value Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 1000 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 Russell 1000 Value Index by Sendero Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.1M 5.7k 189.80
2024-06-30 $993k 5.7k 174.47
2024-03-31 $1.0M 5.7k 179.11
2023-12-31 $953k 5.8k 165.25
2023-09-30 $864k 5.7k 151.82
2023-06-30 $899k 5.7k 157.83

More positions owned by Sendero Wealth Management

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Ishares Tr Core S&p Ttl Stk (ITOT)
Alphabet Cap Stk Cl A (GOOGL)
Microsoft Corporation (MSFT)
Amazon (AMZN)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
2023 Etf Series Trust Eagle Capital Se (EAGL)
Meta Platforms Cl A (META)
Arista Networks (ANET)
Cbre Group Cl A (CBRE)
ConocoPhillips (COP)
Iqvia Holdings (IQV)

View all positions for Sendero Wealth Management

Top funds holding iShares Russell 1000 Value Index

Bank of America Corporation
Morgan Stanley
Goldman Sachs Group
Financial Engines Advisors L.L.C
Jpmorgan Chase & Co
Envestnet Asset Management
Jones Financial Companies, L.L
Wells Fargo & Company
Northern Trust
Raymond James & Associates
M^T Bank Corporation
LPL Financial
Pnc Financial Services
Synovus Financial Corp.
BlackRock

View all funds holding iShares Russell 1000 Value Index