Synergy Asset Management’s iShares Russell 2000 ETF IWM Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-397	Closed	-$87.7K	–	459
2024 Q4	$87.7K	Buy	+397	New	+$87.7K	0.01%	239
2021 Q1	–	Sell	-24,034	Closed	-$4.71M	–	102
2020 Q4	$4.71M	Buy	+24,034	New	+$4.71M	1.48%	30