ISHARES TR

Ticker: IWS CUSIP: 464287473 Class: Exchange Traded Fund

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

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

Q4 2025
Shares 6,926 Value ($000) $977 Avg Close — Range —
Q3 2025
Shares 6,926 Value ($000) $967 Avg Close — Range —
Q2 2025
Shares 7,015 Value ($000) $927 Avg Close — Range —
Q1 2025
Shares 7,095 Value ($000) $894 Avg Close — Range —
Q4 2024
Shares 7,106 Value ($000) $919 Avg Close — Range —
Q3 2024
Shares 7,102 Value ($000) $939 Avg Close — Range —
Q2 2024
Shares 7,188 Value ($000) $868 Avg Close — Range —
Q1 2024
Shares 7,199 Value ($000) $902 Avg Close — Range —
Q4 2023
Shares 7,196 Value ($000) $837 Avg Close — Range —
Q3 2023
Shares 5,414 Value ($000) $565 Avg Close — Range —
Q2 2023
Shares 5,594 Value ($000) $614 Avg Close — Range —
Q1 2023
Shares 6,399 Value ($000) $680 Avg Close — Range —
Q4 2022
Shares 5,492 Value ($000) $579 Avg Close — Range —
Q3 2022
Shares 7,533 Value ($000) $724 Avg Close — Range —