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Synergy Investment Management »

iShares S&P 500 Value Index shares owned by Synergy Investment Management

Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Synergy Investment Management from 13F filings

Historical chart of Synergy Investment Management investment in iShares S&P 500 Value Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 500 Value Index 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 S&P 500 Value Index by Synergy Investment Management

Quarter filed	Position value	Share count	Share price at filing
2025-09-30	$237k	1.1k	206.51
2025-06-30	$224k	1.1k	195.42
2025-03-31	$218k	1.1k	190.58
2024-12-31	$219k	1.1k	190.88

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

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