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Synergy Investment Management’s iShares Core S&P US Value ETF IUSV Stock Holding History

Synergy Investment Management’s Portfolio IUSV Stock Details IUSV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.67M Sell
17,626
-38,244
-68% -$3.62M 1.01% 20
2025
Q1 		$5.16M Sell
55,870
-53,123
-49% -$4.9M 2.15% 12
2024
Q4 		$10.1M Buy
+108,993
New +$10.1M 4.34% 4