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Ishares Tr shares owned by Synergy Investment Management

Quarter-by-quarter ownership of Ishares Tr (IVVW) 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
2026-03-31 $28k 629 43.66

More positions owned by Synergy Investment Management

Vanguard S&p MF Closed and MF Open (VOO)
Ishares Core MF Closed and MF Open (IVV)
Vanguard Growth MF Closed and MF Open (VUG)
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)
State Street MF Closed and MF Open (SPTI)
Ishares Core MF Closed and MF Open (IEMG)
Invesco S&p MF Closed and MF Open (SPHQ)
Capital Group MF Closed and MF Open (CGDV)
Ishares A I MF Closed and MF Open (BAI)
State Street MF Closed and MF Open (SPTS)
Invesco S&p MF Closed and MF Open (SPMO)
Global X MF Closed and MF Open (AUSF)
First Trust MF Closed and MF Open (UCON)

View all positions for Synergy Investment Management

Top funds holding Ishares Tr

Sumitomo Life Insurance
BlackRock
Assetmark
Cetera Investment Advisers
Advisor Group Holdings
Retirement Planning Group
Envestnet Asset Management
Raymond James Financial
Commonwealth Equity Services
Mml Investors Services
Insight Wealth Strategies
Susquehanna International
Garrison, Bradford & Associates
Jane Street
Summit Financial

View all funds holding Ishares Tr