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Synergy Investment Management’s iShares S&P 100 ETF OEF Stock Holding History

Synergy Investment Management’s Portfolio OEF Stock Details OEF Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$3.82M Buy
12,551
+4,651
+59% +$1.42M 2.3% 10
2025
Q1 		$2.14M Buy
7,900
+6,145
+350% +$1.66M 0.89% 31
2024
Q4 		$507K Buy
+1,755
New +$507K 0.22% 69