iShares S&P 500 Growth Index shares owned by Financial Synergies Wealth Advisors
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Financial Synergies Wealth Advisors
from 13F filings
Historical chart of Financial Synergies Wealth Advisors investment in iShares S&P 500 Growth Index
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Quarterly reported holdings in iShares S&P 500 Growth Index by Financial Synergies Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $391k | 3.2k | 120.71 |
| 2025-06-30 | $490k | 4.4k | 110.10 |
| 2025-03-31 | $413k | 4.4k | 92.83 |
| 2024-12-31 | $451k | 4.4k | 101.54 |
| 2024-09-30 | $352k | 3.7k | 95.74 |
| 2024-06-30 | $299k | 3.2k | 92.55 |
| 2024-03-31 | $405k | 4.8k | 84.44 |
| 2023-12-31 | $281k | 4.8k | 58.50 |
| 2023-09-30 | $330k | 4.8k | 68.42 |
| 2023-06-30 | $340k | 4.8k | 70.48 |
| 2023-03-31 | $307k | 4.8k | 63.89 |
| 2022-12-31 | $281k | 4.8k | 58.50 |
| 2022-09-30 | $210k | 3.6k | 57.85 |
| 2022-06-30 | $219k | 3.6k | 60.35 |
| 2022-03-31 | $276k | 3.6k | 76.37 |
| 2021-12-31 | $302k | 3.6k | 83.67 |
| 2021-09-30 | $266k | 3.6k | 73.91 |
| 2021-06-30 | $264k | 3.6k | 72.73 |
| 2021-03-31 | $236k | 3.6k | 65.11 |
| 2020-12-31 | $231k | 3.6k | 63.82 |
More positions owned by Financial Synergies Wealth Advisors
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