iShares S&P 500 Index shares owned by Synergy Financial Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Synergy Financial Management
from 13F filings
Historical chart of Synergy Financial Management investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Synergy Financial Management 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 Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $874k | 1.4k | 620.90 |
| 2025-06-30 | $275k | 443 | 620.90 |
| 2025-03-31 | $246k | 437 | 561.90 |
| 2024-12-31 | $67k | 116 | 574.91 |
| 2020-12-31 | $252k | 672 | 375.00 |
More positions owned by Synergy Financial Management
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