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iShares S&P 100 Index shares owned by Synergy Investment Management

Quarter-by-quarter ownership of iShares S&P 100 Index (OEF) shares owned by Synergy Investment Management from 13F filings

Historical chart of Synergy Investment Management investment in iShares S&P 100 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 100 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 S&P 100 Index by Synergy Investment Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $7.3M 22k 332.83
2025-06-30 $3.8M 13k 304.34
2025-03-31 $2.1M 7.9k 270.83
2024-12-31 $507k 1.8k 288.81