iShares S&P 500 Index shares owned by Synergy Financial Group
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Synergy Financial Group
from 13F filings
Historical chart of Synergy Financial Group investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Synergy Financial Group consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in iShares S&P 500 Index by Synergy Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $366k | 634 | 576.82 |
| 2024-06-30 | $347k | 634 | 547.23 |
| 2024-03-31 | $333k | 634 | 525.73 |
| 2023-12-31 | $303k | 634 | 477.63 |
| 2023-09-30 | $272k | 634 | 429.43 |
| 2023-06-30 | $283k | 634 | 445.71 |
| 2023-03-31 | $253k | 616 | 411.08 |
| 2022-12-31 | $246k | 641 | 384.21 |
| 2022-09-30 | $230k | 641 | 358.81 |
| 2022-06-30 | $243k | 641 | 379.10 |
| 2022-03-31 | $291k | 641 | 453.98 |
| 2021-12-31 | $306k | 641 | 477.38 |