Synergy Asset Management’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$387K	Buy	3,545 +870	+33%	+$95.1K	0.04%	136
2025 Q1	$280K	Sell	2,675 -9,529	-78%	-$996K	0.04%	147
2024 Q4	$1.4M	Buy	+12,204	New	+$1.4M	0.11%	103