Synergy Investment Management’s iShares Russell 2000 ETF IWM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-930	Closed	-$186K	–	328
2025 Q1	$186K	Hold	930	–	–	0.08%	129
2024 Q4	$205K	Buy	+930	New	+$205K	0.09%	117