Synergy Financial Group’s iShares Core S&P 500 ETF IVV Stock Holding History

Synergy Financial Group’s Portfolio IVV Stock Details IVV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$596K	Buy	913 +259	+40%	+$177K	0.45%	47
2025 Q4	$448K	Sell	654 -4	-0.6%	-$2.72K	0.31%	61
2025 Q3	$440K	Sell	658 -3	-0.5%	-$1.93K	0.3%	59
2025 Q2	$410K	Buy	661 +16	+2%	+$9.19K	0.3%	59
2025 Q1	$362K	Sell	645 -40	-6%	-$23.6K	0.33%	64
2024 Q4	$403K	Buy	685 +51	+8%	+$30.2K	0.34%	55
2024 Q3	$366K	Hold	634	–	–	0.35%	51
2024 Q2	$347K	Hold	634	–	–	0.36%	53
2024 Q1	$333K	Hold	634	–	–	0.38%	57
2023 Q4	$303K	Hold	634	–	–	0.37%	61
2023 Q3	$272K	Hold	634	–	–	0.38%	59
2023 Q2	$283K	Buy	634 +18	+3%	+$7.59K	0.38%	57
2023 Q1	$253K	Sell	616 -25	-4%	-$10K	0.41%	63
2022 Q4	$246K	Hold	641	–	–	0.49%	59
2022 Q3	$230K	Hold	641	–	–	0.34%	78
2022 Q2	$243K	Hold	641	–	–	0.38%	70
2022 Q1	$291K	Hold	641	–	–	0.31%	75
2021 Q4	$306K	Buy	+641	New	+$295K	0.27%	80

Other funds holding IVV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Synergy Financial Group's IVV Position: Q1 2026 in Review

Synergy Financial Group increased its iShares Core S&P 500 ETF (IVV) stake by 40% in Q1 2026, buying an estimated $177K and bringing the position to 913 shares worth $596K. The position accounts for 0.45% of the portfolio, ranked #47.

Synergy Financial Group first reported a position in IVV in Q4 2021 and has held it in 18 quarters since. 3,977 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

Synergy Financial Group held 913 shares of iShares Core S&P 500 ETF worth $596K as of Q1 2026.
Synergy Financial Group bought 259 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $177K.
iShares Core S&P 500 ETF made up 0.45% of Synergy Financial Group's portfolio in Q1 2026, its #47 holding.
Synergy Financial Group first reported a position in iShares Core S&P 500 ETF in Q4 2021 and has held it in 18 quarters since.
3,977 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Synergy Financial Group's 13F filing for Q1 2026, filed 15 May 2026.