iShares S&P 100 Index shares owned by Synergy Financial Management
Quarter-by-quarter ownership of iShares S&P 100 Index (OEF) shares owned by Synergy Financial Management
from 13F filings
Historical chart of Synergy Financial Management investment in iShares S&P 100 Index
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All positions including iShares S&P 100 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 100 Index by Synergy Financial Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.8M | 16k | 304.35 |
| 2025-06-30 | $2.4M | 8.0k | 304.35 |
| 2024-12-31 | $2.2M | 7.6k | 288.07 |
| 2024-06-30 | $2.2M | 8.4k | 264.30 |
More positions owned by Synergy Financial Management
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