ISHARES TR

Ticker: IVW CUSIP: 464287309 Class: S&P 500 GRWT ETF

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

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

Q4 2025
Shares 6,404 Value ($000) $789 Avg Close — Range —
Q3 2025
Shares 6,404 Value ($000) $773 Avg Close — Range —
Q2 2025
Shares 6,404 Value ($000) $705 Avg Close — Range —
Q1 2025
Shares 6,815 Value ($000) $633 Avg Close — Range —
Q4 2024
Shares 6,815 Value ($000) $692 Avg Close — Range —
Q3 2024
Shares 7,052 Value ($000) $675 Avg Close — Range —
Q2 2024
Shares 7,052 Value ($000) $653 Avg Close — Range —
Q1 2024
Shares 7,052 Value ($000) $595 Avg Close — Range —
Q4 2023
Shares 7,052 Value ($000) $530 Avg Close — Range —
Q3 2023
Shares 7,052 Value ($000) $482 Avg Close — Range —
Q2 2023
Shares 7,052 Value ($000) $497 Avg Close — Range —
Q1 2023
Shares 5,552 Value ($000) $355 Avg Close — Range —
Q4 2022
Shares 5,552 Value ($000) $325 Avg Close — Range —