ZRP
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Zynergy Retirement Planning’s iShares Russell 1000 ETF IWB Stock Holding History

Zynergy Retirement Planning’s Portfolio IWB Stock Details IWB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-150
Closed -$48.3K – 66
2025
Q1 		$48.3K Hold
150
– – 0.03% 45
2024
Q4 		$47.2K Hold
150
– – 0.03% 42
2024
Q3 		$47.2K Hold
150
– – 0.03% 42
2024
Q2 		$44.6K Buy
+150
New +$44.6K 0.03% 41