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iShares S&P 500 Growth Index shares owned by Synergy Financial Management

Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Synergy Financial Management from 13F filings

Historical chart of Synergy Financial Management investment in iShares S&P 500 Growth Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 500 Growth 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 Growth Index by Synergy Financial Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $223k 1.8k 123.26
2024-12-31 $21k 214 95.85

More positions owned by Synergy Financial Management

Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Spdr Series Trust State Street Spd (BIL)
Apple (AAPL)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Alphabet Cap Stk Cl A (GOOGL)
Citizens Financial (CFG)
Amazon (AMZN)
Meta Platforms Cl A (META)
Coca-Cola Company (KO)
Boston Scientific Corporation (BSX)
Abbvie (ABBV)
Axis Cap Hldgs SHS (AXS)
Broadcom (AVGO)
Costco Wholesale Corporation (COST)

View all positions for Synergy Financial Management

Top funds holding iShares S&P 500 Growth Index

Envestnet Asset Management
Jpmorgan Chase & Co
LPL Financial
Wells Fargo & Company
UBS Group
Ameriprise Financial
Stifel Financial
Pnc Financial Services
CWM
Goldman Sachs Group
BlackRock
Cetera Investment Advisers
Raymond James Financial
M^T Bank Corporation
Fil

View all funds holding iShares S&P 500 Growth Index