ISHARES TR

Ticker: IWP CUSIP: 464287481 Class: RUS MD CP GR ETF

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

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

Q4 2025
Shares 25,116 Value ($000) $3,439 Avg Close — Range —
Q3 2025
Shares 24,658 Value ($000) $3,512 Avg Close — Range —
Q2 2025
Shares 23,606 Value ($000) $3,274 Avg Close — Range —
Q1 2025
Shares 23,414 Value ($000) $2,751 Avg Close — Range —
Q4 2024
Shares 23,668 Value ($000) $3,000 Avg Close — Range —
Q3 2024
Shares 22,281 Value ($000) $2,613 Avg Close — Range —
Q2 2024
Shares 21,242 Value ($000) $2,344 Avg Close — Range —
Q1 2024
Shares 20,579 Value ($000) $2,349 Avg Close — Range —
Q4 2023
Shares 20,551 Value ($000) $2,147 Avg Close — Range —
Q3 2023
Shares 20,129 Value ($000) $1,839 Avg Close — Range —
Q2 2023
Shares 18,906 Value ($000) $1,827 Avg Close — Range —
Q1 2023
Shares 18,361 Value ($000) $1,671 Avg Close — Range —
Q4 2022
Shares 17,333 Value ($000) $1,449 Avg Close — Range —
Q3 2022
Shares 14,630 Value ($000) $1,147 Avg Close — Range —
Q2 2022
Shares 12,613 Value ($000) $999 Avg Close — Range —
Q1 2022
Shares 9,862 Value ($000) $991 Avg Close — Range —
Q4 2021
Shares 5,977 Value ($000) $689 Avg Close — Range —