Synergy Investment Management’s iShares US Technology ETF IYW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-17,081
Closed -$2.4M 338
2025
Q1
$2.4M Buy
17,081
+3,981
+30% +$559K 1% 24
2024
Q4
$2.09M Buy
+13,100
New +$2.09M 0.9% 30