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iShares Morningstar Large Core Idx shares owned by Synergy Investment Management

Quarter-by-quarter ownership of iShares Morningstar Large Core Idx (ILCB) shares owned by Synergy Investment Management from 13F filings

Historical chart of Synergy Investment Management investment in iShares Morningstar Large Core Idx

Tip: Access up to 7 years of quarterly data

All positions including iShares Morningstar Large Core Idx 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 Morningstar Large Core Idx by Synergy Investment Management

Quarter filed Position value Share count Share price at filing
2025-03-31 $220k 2.8k 77.26
2024-12-31 $231k 2.8k 81.16

More positions owned by Synergy Investment Management

Vanguard Index Funds S&p 500 Etf Usd Equities (VOO)
Vanguard Index Fds Vanguard Growth Etf Formerly Vanguard Index Tr Vipers Equities (VUG)
Ishares Core MF Closed and MF Open (IVV)
Ishares U S MF Closed and MF Open (DYNF)
Spdr Portfolio MF Closed and MF Open (SPYG)
Invesco S&p MF Closed and MF Open (SPHQ)
Spdr Intermediate MF Closed and MF Open (SPTI)
Spdr Portfolio MF Closed and MF Open (SPYV)
Ishares Core MF Closed and MF Open (IEMG)
Ishares S&p MF Closed and MF Open (OEF)
Capital Group MF Closed and MF Open (CGDV)
First Trust MF Closed and MF Open (UCON)
Spdr Portfolio MF Closed and MF Open (SPTS)
Ishares A I MF Closed and MF Open (BAI)
Ishares Flexible MF Closed and MF Open (BINC)

View all positions for Synergy Investment Management

Top funds holding iShares Morningstar Large Core Idx

Morgan Stanley
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Exchange Traded Concepts
Equitable Holdings
Advisor Group Holdings
LPL Financial
Cetera Investment Advisers
Wealth Enhancement Advisory Services
Jpmorgan Chase & Co
H D Vest Advisory Services
Commonwealth Equity Services
UBS Group
Wealth Forward
CI Private Wealth
Gladstone Institutional Advisory

View all funds holding iShares Morningstar Large Core Idx