Synergy Financial Group, LTD
Position in ISCG — iShares Morningstar Small-Cap Growth ETF
CIK 1905669
SAN RAMON, CA
All Filings in ISCG
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 ISCG | $441,304 | 8,053 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 ISCG | $437,690 | 7,892 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 ISCG | $410,366 | 7,556 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 ISCG | $357,873 | 7,192 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 ISCG | $323,999 | 7,192 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 ISCG | $355,716 | 7,192 | Shares | Sole | 2025-02-04 | |
| No filing history on record for this holder in this stock. | ||||||