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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-980	Closed	-$70K	–	313
2025 Q1	$70K	Hold	980	–	–	0.03%	204
2024 Q4	$74K	Buy	+980	New	+$74K	0.03%	197