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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
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

CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
FHC
First Horizon Corporation Memphis, Tennessee $2.6B AUM 23.72% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return
HWA
Hillcrest Wealth Advisors Hazlet, New Jersey $279M AUM 21.72% 1-Year Est. Return
OE
OFS Enterprise Kearney, Nebraska $392M AUM

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

Intergy Private Wealth held its iShares Russell 2000 Growth ETF (IWO) position steady in Q2 2026 at 2,811 shares worth $1.11M. The position accounts for 0.26% of the portfolio, ranked #55.

Intergy Private Wealth first reported a position in IWO in Q3 2022 and has held it in 16 quarters since. 246 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

  • Intergy Private Wealth held 2,811 shares of iShares Russell 2000 Growth ETF worth $1.11M as of Q2 2026.
  • Intergy Private Wealth left its iShares Russell 2000 Growth ETF share count unchanged in Q2 2026.
  • iShares Russell 2000 Growth ETF made up 0.26% of Intergy Private Wealth's portfolio in Q2 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 16 quarters since.
  • 246 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

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