ISHARES TR

Ticker: IVW CUSIP: 464287309 Class: S&P 500 GRWT ETF

Sendero Wealth Management, LLC's Holding History (CIK: 0001639375)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 15,869 Value ($000) $1,956 Avg Close — Range —
Q3 2025
Shares 15,866 Value ($000) $1,915 Avg Close — Range —
Q2 2025
Shares 16,294 Value ($000) $1,794 Avg Close — Range —
Q1 2025
Shares 16,294 Value ($000) $1,513 Avg Close — Range —
Q4 2024
Shares 16,294 Value ($000) $1,654 Avg Close — Range —
Q3 2024
Shares 12,358 Value ($000) $1,183 Avg Close — Range —
Q2 2024
Shares 12,358 Value ($000) $1,144 Avg Close — Range —
Q1 2024
Shares 12,608 Value ($000) $1,065 Avg Close — Range —
Q4 2023
Shares 12,608 Value ($000) $947 Avg Close — Range —
Q3 2023
Shares 9,866 Value ($000) $675 Avg Close — Range —
Q2 2023
Shares 9,866 Value ($000) $695 Avg Close — Range —