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Synergy Investment Management »

iShares Russell 1000 Growth Index shares owned by Synergy Investment Management

Quarter-by-quarter ownership of iShares Russell 1000 Growth Index (IWF) shares owned by Synergy Investment Management from 13F filings

Historical chart of Synergy Investment Management investment in iShares Russell 1000 Growth Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 1000 Growth Index 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 Russell 1000 Growth Index by Synergy Investment Management

Quarter filed	Position value	Share count	Share price at filing
2025-09-30	$211k	451	468.41
2025-03-31	$163k	451	361.09
2024-12-31	$213k	531	401.58

More positions owned by Synergy Investment Management

Vanguard Index Funds S&p 500 Etf Usd Equities (VOO)

Vanguard Index Fds Vanguard Growth Etf Formerly Vanguard Index Tr Vipers Equities (VUG)

Ishares Core MF Closed and MF Open (IVV)

Ishares U S MF Closed and MF Open (DYNF)

Spdr Portfolio MF Closed and MF Open (SPYG)

Invesco S&p MF Closed and MF Open (SPHQ)

Spdr Intermediate MF Closed and MF Open (SPTI)

Spdr Portfolio MF Closed and MF Open (SPYV)

Ishares Core MF Closed and MF Open (IEMG)

Ishares S&p MF Closed and MF Open (OEF)

Capital Group MF Closed and MF Open (CGDV)

First Trust MF Closed and MF Open (UCON)

Spdr Portfolio MF Closed and MF Open (SPTS)

Ishares A I MF Closed and MF Open (BAI)

Ishares Flexible MF Closed and MF Open (BINC)

View all positions for Synergy Investment Management

Top funds holding iShares Russell 1000 Growth Index

Envestnet Asset Management

UBS Group

Wells Fargo & Company

LPL Financial

Raymond James Financial

Pnc Financial Services

Baird Financial

M^T Bank Corporation

Branch Banking & Trust Company

Commonwealth Equity Services

Tiaa Trust, National Association

View all funds holding iShares Russell 1000 Growth Index

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