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Synergy Investment Management’s iShares S&P 500 Value ETF IVE Stock Holding History

Synergy Investment Management’s Portfolio IVE Stock Details IVE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$224K Hold
1,145
– – 0.13% 75
2025
Q1 		$218K Hold
1,145
– – 0.09% 115
2024
Q4 		$219K Buy
+1,145
New +$219K 0.09% 109