ISHARES TR

Ticker: IVV CUSIP: 464287200 Class: Exchange Traded Fund

Intergy Private Wealth, LLC's Holding History (CIK: 0001911342)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 2,013 Value ($000) $1,379 Avg Close — Range —
Q3 2025
Shares 2,112 Value ($000) $1,414 Avg Close — Range —
Q2 2025
Shares 2,102 Value ($000) $1,305 Avg Close — Range —
Q1 2025
Shares 2,268 Value ($000) $1,274 Avg Close — Range —
Q4 2024
Shares 2,365 Value ($000) $1,392 Avg Close — Range —
Q3 2024
Shares 2,221 Value ($000) $1,281 Avg Close — Range —
Q2 2024
Shares 2,236 Value ($000) $1,224 Avg Close — Range —
Q1 2024
Shares 2,253 Value ($000) $1,184 Avg Close — Range —
Q4 2023
Shares 2,285 Value ($000) $1,092 Avg Close — Range —
Q3 2023
Shares 2,416 Value ($000) $1,038 Avg Close — Range —
Q2 2023
Shares 4,498 Value ($000) $2,005 Avg Close — Range —
Q1 2023
Shares 4,198 Value ($000) $1,726 Avg Close — Range —
Q4 2022
Shares 2,477 Value ($000) $952 Avg Close — Range —
Q3 2022
Shares 3,851 Value ($000) $1,381 Avg Close — Range —
Q2 2022
Shares 3,946 Value ($000) $1,496 Avg Close — Range —
Q1 2022
Shares 4,240 Value ($000) $1,923 Avg Close — Range —
Q4 2021
Shares 21,956 Value ($000) $10,473 Avg Close — Range —