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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-425	Closed	-$78.7K	–	629
2024 Q4	$78.7K	Buy	+425	New	+$78.7K	0.03%	190