Synergy Investment Management’s iShares US Real Estate ETF IYR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-227	Closed	-$21.7K	–	337
2025 Q1	$21.7K	Sell	227 -64	-22%	-$6.12K	0.01%	304
2024 Q4	$27K	Buy	+291	New	+$27K	0.01%	293