Synergy Asset Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Synergy Asset Management’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
2025 Q3	$899K	Buy
2025 Q2	$275K	Buy
2025 Q1	$246K	Buy
2024 Q4	$66.7K	Buy
2021 Q1	–	Sell
2020 Q4	$252K	Buy