Synergy Financial Management »

iShares Dow Jones US Tele shares owned by Synergy Financial Management

Quarter-by-quarter ownership of iShares Dow Jones US Tele (IYZ) shares owned by Synergy Financial Management from 13F filings

Historical chart of Synergy Financial Management investment in iShares Dow Jones US Tele

Tip: Access up to 7 years of quarterly data

All positions including iShares Dow Jones US Tele held by Synergy Financial 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 Tele by Synergy Financial Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $205k 6.0k 33.90

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 Dow Jones US Tele

Pinkerton Retirement Specialists
Bnp Paribas Arbitrage, Snc
Sherman Porfolios
LPL Financial
Cambridge Investment Research Advisors
Millennium Management
Zurich Insurance Group Ltd/FI
Camarda Wealth Advisory
Raymond James Financial
CLS Investments
Three Seasons Wealth
Moloney Securities Asset Management
Goldman Sachs Group
Strengthening Families & Communities
Rps Advisory Solutions

View all funds holding iShares Dow Jones US Tele