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

Synergy Investment Management’s Portfolio IWS Stock Details IWS Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-587
Closed -$73.9K – 330
2025
Q1 		$73.9K Sell
587
-353
-38% -$44.5K 0.03% 190
2024
Q4 		$122K Buy
+940
New +$122K 0.05% 160