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Synergy Investment Management’s iShares Russell 1000 ETF IWB Stock Holding History

Synergy Investment Management’s Portfolio IWB Stock Details IWB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$745K Hold
2,194
– – 0.45% 30
2025
Q1 		$673K Sell
2,194
-32
-1% -$9.82K 0.28% 58
2024
Q4 		$717K Buy
+2,226
New +$717K 0.31% 54