Synergy Asset Management’s iShares S&P 500 Growth ETF IVW Stock Holding History
Bought
Maintained
Sold
Other funds holding IVW
Synergy Asset Management's IVW Position: Q2 2026 in Review
Synergy Asset Management opened a new position in iShares S&P 500 Growth ETF (IVW) in Q2 2026: 1,467 shares worth $202K. The stake represents 0.02% of the portfolio and ranks #265 among its holdings. This is a return to the name: Synergy Asset Management previously reported a position in IVW as recently as Q4 2025.
Synergy Asset Management first reported a position in IVW in Q4 2024 and has held it in 3 quarters since. The position peaked at $223K in Q4 2025. 2,131 funds tracked by Wall St. Rank hold IVW as of Q2 2026.
- Synergy Asset Management held 1,467 shares of iShares S&P 500 Growth ETF worth $202K as of Q2 2026.
- iShares S&P 500 Growth ETF was a new Synergy Asset Management position in Q2 2026.
- iShares S&P 500 Growth ETF made up 0.02% of Synergy Asset Management's portfolio in Q2 2026, its #265 holding.
- Synergy Asset Management first reported a position in iShares S&P 500 Growth ETF in Q4 2024 and has held it in 3 quarters since.
- Synergy Asset Management's iShares S&P 500 Growth ETF position peaked at $223K in Q4 2025.
- 2,131 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.
Based on Synergy Asset Management's 13F filing for Q2 2026, filed 22 Jul 2026.