Synergy Asset Management’s iShares Russell Top 200 ETF IWL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-80	Closed	-$11.2K	–	458
2024 Q4	$11.2K	Buy	+80	New	+$11.2K	﹤0.01%	445
2024 Q3	–	Sell	-16,232	Closed	-$2.17M	–	157
2024 Q2	$2.17M	Buy	+16,232	New	+$2.17M	0.34%	66