Synergy Investment Management’s iShares Morningstar Mid-Cap ETF IMCB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-2,340	Closed	-$173K	–	312
2025 Q1	$173K	Hold	2,340	–	–	0.07%	134
2024 Q4	$178K	Buy	+2,340	New	+$178K	0.08%	129