Intergy Private Wealth’s iShares Russell 2000 ETF IWM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$222K	Buy	+738	New	+$207K	0.05%	131
2024 Q2	–	Sell	-1,223	Closed	-$257K	–	83
2024 Q1	$257K	Hold	1,223	–	–	0.11%	73
2023 Q4	$245K	Sell	1,223 -35	-3%	-$6.27K	0.11%	71
2023 Q3	$222K	Sell	1,258 -117	-9%	-$22K	0.11%	69
2023 Q2	$257K	Sell	1,375 -270	-16%	-$48.1K	0.13%	67
2023 Q1	$293K	Buy	1,645 +387	+31%	+$71.3K	0.16%	60
2022 Q4	$219K	Sell	1,258 -102	-8%	-$18.1K	0.14%	60
2022 Q3	$224K	Sell	1,360 -208	-13%	-$37.9K	0.16%	59
2022 Q2	$266K	Hold	1,568	–	–	0.21%	56
2022 Q1	$322K	Buy	1,568 +208	+15%	+$42.4K	0.22%	43
2021 Q4	$303K	Buy	+1,360	New	+$307K	0.24%	45

Other funds holding IWM

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Intergy Private Wealth opened a new position in iShares Russell 2000 ETF (IWM) in Q2 2026: 738 shares worth $222K. The stake represents 0.05% of the portfolio and ranks #131 among its holdings. This is a return to the name: Intergy Private Wealth previously reported a position in IWM as recently as Q1 2024.

Intergy Private Wealth first reported a position in IWM in Q4 2021 and has held it in 11 quarters since. The position peaked at $322K in Q1 2022. 2,730 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Intergy Private Wealth held 738 shares of iShares Russell 2000 ETF worth $222K as of Q2 2026.
iShares Russell 2000 ETF was a new Intergy Private Wealth position in Q2 2026.
iShares Russell 2000 ETF made up 0.05% of Intergy Private Wealth's portfolio in Q2 2026, its #131 holding.
Intergy Private Wealth first reported a position in iShares Russell 2000 ETF in Q4 2021 and has held it in 11 quarters since.
Intergy Private Wealth's iShares Russell 2000 ETF position peaked at $322K in Q1 2022.
2,730 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

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