Synergy Investment Management’s iShares Morningstar Growth ETF ILCG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-1,565	Closed	-$127K	–	311
2025 Q1	$127K	Hold	1,565	–	–	0.05%	153
2024 Q4	$140K	Buy	+1,565	New	+$140K	0.06%	148