Synergy Investment Management »

iShares Dow Jones US Technology shares owned by Synergy Investment Management

Quarter-by-quarter ownership of iShares Dow Jones US Technology (IYW) shares owned by Synergy Investment Management from 13F filings

Historical chart of Synergy Investment Management investment in iShares Dow Jones US Technology

Tip: Access up to 7 years of quarterly data

All positions including iShares Dow Jones US Technology held by Synergy Investment Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares Dow Jones US Technology by Synergy Investment Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $119k 656 181.51
2025-03-31 $2.4M 17k 140.44
2024-12-31 $2.1M 13k 159.51

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 Dow Jones US Technology

Morgan Stanley
Green Harvest Asset Management
Bank of America Corporation
LPL Financial
UBS Group
Wells Fargo & Company
Raymond James Financial
Envestnet Asset Management
RiverFront Investment Group
Hsbc Holdings
Two Sigma Investments
Royal Bank of Canada
Citadel Advisors
Commonwealth Equity Services
Ameriprise Financial

View all funds holding iShares Dow Jones US Technology