Synergy Investment Management’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$365K	Buy	5,877 +3	+0.1%	+$186	0.22%	57
2025 Q1	$343K	Buy	5,874 +77	+1%	+$4.49K	0.14%	91
2024 Q4	$361K	Buy	+5,797	New	+$361K	0.16%	83