Synergy Investment Management’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-224	Closed	-$19.1K	–	329
2025 Q1	$19.1K	Hold	224	–	–	0.01%	319
2024 Q4	$19.8K	Buy	+224	New	+$19.8K	0.01%	323