ISHARES TR

Ticker: IJR CUSIP: 464287804 Class: CORE S&P SCP ETF

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

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

Q4 2025
Shares 14,545 Value ($000) $1,748 Avg Close — Range —
Q3 2025
Shares 14,464 Value ($000) $1,719 Avg Close — Range —
Q2 2025
Shares 13,875 Value ($000) $1,516 Avg Close — Range —
Q1 2025
Shares 12,552 Value ($000) $1,313 Avg Close — Range —
Q4 2024
Shares 11,584 Value ($000) $1,335 Avg Close — Range —
Q3 2024
Shares 11,240 Value ($000) $1,315 Avg Close — Range —
Q2 2024
Shares 11,120 Value ($000) $1,186 Avg Close — Range —
Q1 2024
Shares 10,970 Value ($000) $1,212 Avg Close — Range —
Q4 2023
Shares 10,645 Value ($000) $1,152 Avg Close — Range —
Q3 2023
Shares 10,178 Value ($000) $960 Avg Close — Range —
Q2 2023
Shares 10,204 Value ($000) $1,017 Avg Close — Range —
Q1 2023
Shares 9,779 Value ($000) $946 Avg Close — Range —
Q4 2022
Shares 9,081 Value ($000) $859 Avg Close — Range —
Q3 2022
Shares 8,844 Value ($000) $771 Avg Close — Range —
Q2 2022
Shares 8,061 Value ($000) $745 Avg Close — Range —
Q1 2022
Shares 8,966 Value ($000) $967 Avg Close — Range —
Q4 2021
Shares 18,181 Value ($000) $2,082 Avg Close — Range —