Synergy Investment Management’s iShares S&P 500 Growth ETF IVW Stock Holding History

Synergy Investment Management’s Portfolio IVW Stock Details IVW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.27M	Sell	16,527 -38	-0.2%	-$5.02K	0.55%	42
2026 Q1	$1.87M	Buy	16,565 +1,765	+12%	+$212K	0.61%	38
2025 Q4	$1.82M	Buy	14,800 +2,394	+19%	+$293K	0.65%	34
2025 Q3	$1.5M	Buy	12,406 +1,662	+15%	+$191K	0.57%	37
2025 Q2	$1.18M	Buy	10,744 +74	+0.7%	+$7.32K	0.71%	24
2025 Q1	$991K	Sell	10,670 -253	-2%	-$25.5K	0.41%	48
2024 Q4	$1.11M	Buy	+10,923	New	+$1.09M	0.48%	40

Other funds holding IVW

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Synergy Investment Management's IVW Position: Q2 2026 in Review

Synergy Investment Management reduced its iShares S&P 500 Growth ETF (IVW) stake by 0.23% in Q2 2026, selling an estimated $5.02K and leaving 16,527 shares worth $2.27M. The position accounts for 0.55% of the portfolio, ranked #42.

Synergy Investment Management first reported a position in IVW in Q4 2024 and has held it in 7 quarters since. 2,127 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Synergy Investment Management held 16,527 shares of iShares S&P 500 Growth ETF worth $2.27M as of Q2 2026.
Synergy Investment Management sold 38 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $5.02K.
iShares S&P 500 Growth ETF made up 0.55% of Synergy Investment Management's portfolio in Q2 2026, its #42 holding.
Synergy Investment Management first reported a position in iShares S&P 500 Growth ETF in Q4 2024 and has held it in 7 quarters since.
2,127 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.