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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
2024-03-31 $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

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Microsoft Corporation (MSFT)
Amazon (AMZN)
NVIDIA Corporation (NVDA)
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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 Russell 1000 Value Index

Bank of America Corporation
Goldman Sachs Group
Jpmorgan Chase & Co
UBS Group
Wells Fargo & Company
M^T Bank Corporation
Baird Financial
Raymond James & Associates
Pnc Financial Services
Branch Banking & Trust Company
Royal Bank of Canada
Jasper Ridge Partners
Commonwealth Equity Services
Stifel Financial
GLOBALT Investments LLC / GA

View all funds holding iShares Russell 1000 Value Index