Intergy Private Wealth
IWO icon

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

Intergy Private Wealth’s Portfolio IWO Stock Details IWO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1M Hold
2,811
– – 0.23% 55
2026
Q2 		$1.11M Hold
2,811
– – 0.26% 55
2026
Q1 		$882K Hold
2,811
– – 0.26% 52
2025
Q4 		$908K Hold
2,811
– – 0.27% 51
2025
Q3 		$900K Sell
2,811
-5
-0.2% -$1.51K 0.28% 51
2025
Q2 		$805K Sell
2,816
-6
-0.2% -$1.58K 0.27% 53
2025
Q1 		$721K Hold
2,822
– – 0.27% 52
2024
Q4 		$812K Buy
2,822
+2
+0.1% +$592 0.3% 51
2024
Q3 		$801K Hold
2,820
– – 0.31% 49
2024
Q2 		$740K Buy
2,820
+1
+0% +$260 0.31% 49
2024
Q1 		$763K Hold
2,819
– – 0.31% 48
2023
Q4 		$711K Buy
2,819
+345
+14% +$77.8K 0.31% 46
2023
Q3 		$555K Hold
2,474
– – 0.28% 49
2023
Q2 		$600K Hold
2,474
– – 0.29% 49
2023
Q1 		$561K Sell
2,474
-27
-1% -$6.18K 0.31% 44
2022
Q4 		$537K Sell
2,501
-588
-19% -$129K 0.34% 44
2022
Q3 		$638K Buy
+3,089
New +$695K 0.45% 40

Other funds holding IWO

Barings
Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.51B AUM 20.24% 1-Year Est. Return
Badgley Phelps Wealth Managers
Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
WoodTrust Financial
WoodTrust Financial Wisconsin Rapids, Wisconsin $825M AUM 20.13% 1-Year Est. Return
Stephens Group Asset Management
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return
Powell Investment Advisors
Powell Investment Advisors Miami, Florida $313M AUM 15.34% 1-Year Est. Return
Courier Capital
Courier Capital Buffalo, New York $2.02B AUM 16.74% 1-Year Est. Return
RTD Financial Advisors
RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return

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

Intergy Private Wealth held its iShares Russell 2000 Growth ETF (IWO) position steady in Q3 2026 at 2,811 shares worth $1M. The position accounts for 0.23% of the portfolio, ranked #55.

Intergy Private Wealth first reported a position in IWO in Q3 2022 and has held it in 17 quarters since. The position peaked at $1.11M in Q2 2026. 288 funds tracked by Wall St. Rank hold IWO as of Q3 2026.

  • Intergy Private Wealth held 2,811 shares of iShares Russell 2000 Growth ETF worth $1M as of Q3 2026.
  • Intergy Private Wealth left its iShares Russell 2000 Growth ETF share count unchanged in Q3 2026.
  • iShares Russell 2000 Growth ETF made up 0.23% of Intergy Private Wealth's portfolio in Q3 2026, its #55 holding.
  • Intergy Private Wealth first reported a position in iShares Russell 2000 Growth ETF in Q3 2022 and has held it in 17 quarters since.
  • Intergy Private Wealth's iShares Russell 2000 Growth ETF position peaked at $1.11M in Q2 2026.
  • 288 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q3 2026.

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