Synergy Investment Management’s iShares Morningstar Small-Cap ETF ISCB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-400	Closed	-$21.7K	–	318
2025 Q1	$21.7K	Hold	400	–	–	0.01%	305
2024 Q4	$23.5K	Buy	+400	New	+$23.5K	0.01%	307