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Synergy Investment Management’s iShares Dow Jones US ETF IYY Stock Holding History

Synergy Investment Management’s Portfolio IYY Stock Details IYY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-1,150
Closed -$157K – 339
2025
Q1 		$157K Hold
1,150
– – 0.07% 142
2024
Q4 		$165K Buy
+1,150
New +$165K 0.07% 136