ISHARES TR

Ticker: IWD CUSIP: 464287598 Class: RUS 1000 VAL ETF

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

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

Q4 2025
Shares 5,693 Value ($000) $1,197 Avg Close — Range —
Q3 2025
Shares 5,693 Value ($000) $1,159 Avg Close — Range —
Q2 2025
Shares 5,693 Value ($000) $1,106 Avg Close — Range —
Q1 2025
Shares 5,693 Value ($000) $1,071 Avg Close — Range —
Q4 2024
Shares 15,309 Value ($000) $2,834 Avg Close — Range —
Q3 2024
Shares 5,693 Value ($000) $1,081 Avg Close — Range —
Q2 2024
Shares 5,693 Value ($000) $993 Avg Close — Range —
Q1 2024
Shares 5,746 Value ($000) $1,029 Avg Close — Range —
Q4 2023
Shares 5,766 Value ($000) $953 Avg Close — Range —
Q3 2023
Shares 5,693 Value ($000) $864 Avg Close — Range —
Q2 2023
Shares 5,693 Value ($000) $899 Avg Close — Range —