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Intergy Private Wealth’s iShares Core S&P 500 ETF IVV Stock Holding History

Intergy Private Wealth’s Portfolio IVV Stock Details IVV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.99M Buy
2,595
+65
+3% +$49.6K 0.45% 34
2026
Q2 		$1.89M Buy
2,530
+542
+27% +$395K 0.44% 34
2026
Q1 		$1.3M Sell
1,988
-25
-1% -$17.1K 0.38% 38
2025
Q4 		$1.38M Sell
2,013
-99
-5% -$67.2K 0.42% 37
2025
Q3 		$1.41M Buy
2,112
+10
+0.5% +$6.44K 0.44% 33
2025
Q2 		$1.31M Sell
2,102
-166
-7% -$95.3K 0.45% 33
2025
Q1 		$1.27M Sell
2,268
-97
-4% -$57.3K 0.48% 31
2024
Q4 		$1.39M Buy
2,365
+144
+6% +$85.2K 0.52% 29
2024
Q3 		$1.28M Sell
2,221
-15
-0.7% -$8.34K 0.49% 32
2024
Q2 		$1.22M Sell
2,236
-17
-0.8% -$8.94K 0.5% 31
2024
Q1 		$1.18M Sell
2,253
-32
-1% -$16K 0.49% 36
2023
Q4 		$1.09M Sell
2,285
-131
-5% -$58.6K 0.47% 37
2023
Q3 		$1.04M Sell
2,416
-2,082
-46% -$931K 0.52% 35
2023
Q2 		$2M Buy
4,498
+300
+7% +$126K 0.98% 24
2023
Q1 		$1.73M Buy
4,198
+1,721
+69% +$690K 0.97% 25
2022
Q4 		$952K Sell
2,477
-1,374
-36% -$530K 0.6% 32
2022
Q3 		$1.38M Sell
3,851
-95
-2% -$37.9K 0.98% 24
2022
Q2 		$1.5M Sell
3,946
-294
-7% -$121K 1.18% 17
2022
Q1 		$1.92M Sell
4,240
-17,716
-81% -$7.92M 1.34% 16
2021
Q4 		$10.5M Buy
+21,956
New +$10.1M 8.18% 2

Other funds holding IVV

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Japan Science & Technology Agency
Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return
Alaska Permanent Fund
Alaska Permanent Fund Juneau, Alaska $1.28B AUM 16.36% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
Aspiriant LLC
Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return
Avidian Wealth Enterprises
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
Orgel Wealth Management
Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return
JB Capital
JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return
Klingman & Associates
Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return

Intergy Private Wealth's IVV Position: Q3 2026 in Review

Intergy Private Wealth increased its iShares Core S&P 500 ETF (IVV) stake by 2.6% in Q3 2026, buying an estimated $49.6K and bringing the position to 2,595 shares worth $1.99M. The position accounts for 0.45% of the portfolio, ranked #34.

Intergy Private Wealth first reported a position in IVV in Q4 2021 and has held it in 20 quarters since. The position peaked at $10.5M in Q4 2021. 1,127 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

  • Intergy Private Wealth held 2,595 shares of iShares Core S&P 500 ETF worth $1.99M as of Q3 2026.
  • Intergy Private Wealth bought 65 iShares Core S&P 500 ETF shares in Q3 2026, an estimated $49.6K.
  • iShares Core S&P 500 ETF made up 0.45% of Intergy Private Wealth's portfolio in Q3 2026, its #34 holding.
  • Intergy Private Wealth first reported a position in iShares Core S&P 500 ETF in Q4 2021 and has held it in 20 quarters since.
  • Intergy Private Wealth's iShares Core S&P 500 ETF position peaked at $10.5M in Q4 2021.
  • 1,127 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on Intergy Private Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.