Intergy Private Wealth’s iShares S&P 500 Growth ETF IVW Stock Holding History

Intergy Private Wealth’s Portfolio IVW Stock Details IVW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$842K	Hold	6,121	–	–	0.19%	61
2026 Q1	$692K	Sell	6,121 -283	-4%	-$34K	0.2%	60
2025 Q4	$789K	Hold	6,404	–	–	0.24%	55
2025 Q3	$773K	Hold	6,404	–	–	0.24%	56
2025 Q2	$705K	Sell	6,404 -411	-6%	-$40.7K	0.24%	59
2025 Q1	$633K	Hold	6,815	–	–	0.24%	58
2024 Q4	$692K	Sell	6,815 -237	-3%	-$23.6K	0.26%	58
2024 Q3	$675K	Hold	7,052	–	–	0.26%	54
2024 Q2	$653K	Hold	7,052	–	–	0.27%	52
2024 Q1	$595K	Hold	7,052	–	–	0.25%	53
2023 Q4	$530K	Hold	7,052	–	–	0.23%	54
2023 Q3	$482K	Hold	7,052	–	–	0.24%	52
2023 Q2	$497K	Buy	7,052 +1,500	+27%	+$99.2K	0.24%	51
2023 Q1	$355K	Hold	5,552	–	–	0.2%	55
2022 Q4	$325K	Buy	+5,552	New	+$333K	0.2%	52

Other funds holding IVW

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

Intergy Private Wealth held its iShares S&P 500 Growth ETF (IVW) position steady in Q2 2026 at 6,121 shares worth $842K. The position accounts for 0.19% of the portfolio, ranked #61.

Intergy Private Wealth first reported a position in IVW in Q4 2022 and has held it in 15 quarters since. 2,126 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Intergy Private Wealth held 6,121 shares of iShares S&P 500 Growth ETF worth $842K as of Q2 2026.
Intergy Private Wealth left its iShares S&P 500 Growth ETF share count unchanged in Q2 2026.
iShares S&P 500 Growth ETF made up 0.19% of Intergy Private Wealth's portfolio in Q2 2026, its #61 holding.
Intergy Private Wealth first reported a position in iShares S&P 500 Growth ETF in Q4 2022 and has held it in 15 quarters since.
2,126 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

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