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

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return

FFBTD

First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 1-Year Est. Return

AHC

Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

VWM

Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 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. 674 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.
674 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.