Synergy Investment Management’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-379	Closed	-$45.4K	–	307
2025 Q1	$45.4K	Sell	379 -390	-51%	-$46.7K	0.02%	244
2024 Q4	$96.1K	Buy	+769	New	+$96.1K	0.04%	178