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Synergy Investment Management’s iShares S&P 500 Growth ETF IVW Stock Holding History

Synergy Investment Management’s Portfolio IVW Stock Details IVW Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.18M Buy
10,744
+74
+0.7% +$8.15K 0.71% 24
2025
Q1 		$991K Sell
10,670
-253
-2% -$23.5K 0.41% 48
2024
Q4 		$1.11M Buy
+10,923
New +$1.11M 0.48% 40