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Synergy Asset Management’s iShares Russell 1000 Value ETF IWD Stock Holding History

Synergy Asset Management’s Portfolio IWD Stock Details IWD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-42
Closed -$7.97K – 456
2024
Q4 		$7.97K Buy
+42
New +$7.97K ﹤0.01% 508