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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-475
Closed -$78K 630
2024
Q4
$78K Buy
+475
New +$78K 0.03% 193