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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
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 $59.8B AUM 29.42% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

Intergy Private Wealth's IVV Position: Q2 2026 in Review

Intergy Private Wealth increased its iShares Core S&P 500 ETF (IVV) stake by 27% in Q2 2026, buying an estimated $395K and bringing the position to 2,530 shares worth $1.89M. The position accounts for 0.44% of the portfolio, ranked #34.

Intergy Private Wealth first reported a position in IVV in Q4 2021 and has held it in 19 quarters since. The position peaked at $10.5M in Q4 2021. 1,062 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Intergy Private Wealth held 2,530 shares of iShares Core S&P 500 ETF worth $1.89M as of Q2 2026.
  • Intergy Private Wealth bought 542 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $395K.
  • iShares Core S&P 500 ETF made up 0.44% of Intergy Private Wealth's portfolio in Q2 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 19 quarters since.
  • Intergy Private Wealth's iShares Core S&P 500 ETF position peaked at $10.5M in Q4 2021.
  • 1,062 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Intergy Private Wealth's 13F filing for Q2 2026, filed 17 Jul 2026.