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 Q3	$215K	Buy	775 +37	+5%	+$10.9K	0.05%	131
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

MIRAE ASSET SECURITIES (USA) INC. New York $3.57B AUM 26.72% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Parkside Investments Deerfield, Illinois $879M AUM 20.03% 1-Year Est. Return

First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $4.07B AUM 38.25% 1-Year Est. Return

OFS Enterprise Kearney, Nebraska $382M AUM

Edge Wealth Management New York $666M AUM 17.64% 1-Year Est. Return

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

Intergy Private Wealth increased its iShares Russell 2000 ETF (IWM) stake by 5% in Q3 2026, buying an estimated $10.9K and bringing the position to 775 shares worth $215K. The position accounts for 0.05% of the portfolio, ranked #131.

Intergy Private Wealth first reported a position in IWM in Q4 2021 and has held it in 12 quarters since. The position peaked at $322K in Q1 2022. 781 funds tracked by Wall St. Rank hold IWM as of Q3 2026.

Intergy Private Wealth held 775 shares of iShares Russell 2000 ETF worth $215K as of Q3 2026.
Intergy Private Wealth bought 37 iShares Russell 2000 ETF shares in Q3 2026, an estimated $10.9K.
iShares Russell 2000 ETF made up 0.05% of Intergy Private Wealth's portfolio in Q3 2026, its #131 holding.
Intergy Private Wealth first reported a position in iShares Russell 2000 ETF in Q4 2021 and has held it in 12 quarters since.
Intergy Private Wealth's iShares Russell 2000 ETF position peaked at $322K in Q1 2022.
781 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2026.

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