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Synergy Investment Management’s iShares Morningstar US Equity ETF ILCB Stock Holding History

Synergy Investment Management’s Portfolio ILCB Stock Details ILCB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-2,846
Closed -$220K – 310
2025
Q1 		$220K Hold
2,846
– – 0.09% 114
2024
Q4 		$231K Buy
+2,846
New +$231K 0.1% 105