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Synergy Investment Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Synergy Investment Management’s Portfolio IVV Stock Details IVV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$11.9M Sell
19,158
-9,795
-34% -$6.08M 7.17% 4
2025
Q1 		$16.3M Sell
28,953
-748
-3% -$420K 6.79% 3
2024
Q4 		$17.5M Buy
+29,701
New +$17.5M 7.52% 3