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Ishares Tr shares owned by Synergy Investment Management

Quarter-by-quarter ownership of Ishares Tr (HYGW) shares owned by Synergy Investment Management from 13F filings

Historical chart of Synergy Investment Management investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr held by Synergy Investment Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr by Synergy Investment Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $216k 7.2k 29.86
2025-03-31 $145k 4.6k 31.45
2024-12-31 $158k 5.0k 31.76

More positions owned by Synergy Investment Management

Vanguard S&p MF Closed and MF Open (VOO)
Vanguard Growth MF Closed and MF Open (VUG)
Ishares Core MF Closed and MF Open (IVV)
Ishares U S MF Closed and MF Open (DYNF)
State Street MF Closed and MF Open (SPYV)
State Street MF Closed and MF Open (SPYG)
Ishares Core MF Closed and MF Open (IEMG)
Ishares S&p MF Closed and MF Open (OEF)
State Street MF Closed and MF Open (SPTI)
Invesco S&p MF Closed and MF Open (SPHQ)
First Trust MF Closed and MF Open (UCON)
Capital Group MF Closed and MF Open (CGDV)
Ishares A I MF Closed and MF Open (BAI)
Ishares Flexible MF Closed and MF Open (BINC)
Ishares Gold Common Stock (IAU)

View all positions for Synergy Investment Management

Top funds holding Ishares Tr

Envestnet Asset Management
LPL Financial
Hennion & Walsh Asset Management
Cetera Investment Advisers
Pnc Financial Services
Assetmark
Commonwealth Equity Services
Envestnet Portfolio Solutions
Jpmorgan Chase & Co
Mml Investors Services
Kelly Financial Services
Diversify Advisory Services
JB Capital
Park Avenue Securities
RiverFront Investment Group

View all funds holding Ishares Tr