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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-451	Closed	-$163K	–	327
2025 Q1	$163K	Sell	451 -80	-15%	-$28.9K	0.07%	138
2024 Q4	$213K	Buy	+531	New	+$213K	0.09%	113