Synergy Investment Management’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-4,068	Closed	-$517K	–	325
2025 Q1	$517K	Sell	4,068 -2,653	-39%	-$337K	0.22%	74
2024 Q4	$936K	Buy	+6,721	New	+$936K	0.4%	43