Intergy Private Wealth’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$19.4M	Buy	132,539 +106,375	+407%	+$14.7M	4.48%	4
2026 Q1	$3.35M	Buy	26,164 +1,048	+4%	+$142K	0.98%	23
2025 Q4	$3.44M	Buy	25,116 +458	+2%	+$64K	1.04%	20
2025 Q3	$3.51M	Buy	24,658 +1,052	+4%	+$149K	1.1%	20
2025 Q2	$3.27M	Buy	23,606 +192	+0.8%	+$24.3K	1.12%	20
2025 Q1	$2.75M	Sell	23,414 -254	-1%	-$32.7K	1.05%	22
2024 Q4	$3M	Buy	23,668 +1,387	+6%	+$176K	1.12%	22
2024 Q3	$2.61M	Buy	22,281 +1,039	+5%	+$116K	1%	22
2024 Q2	$2.34M	Buy	21,242 +663	+3%	+$72.8K	0.97%	22
2024 Q1	$2.35M	Buy	20,579 +28	+0.1%	+$3.03K	0.97%	21
2023 Q4	$2.15M	Buy	20,551 +422	+2%	+$40K	0.93%	25
2023 Q3	$1.84M	Buy	20,129 +1,223	+6%	+$117K	0.92%	24
2023 Q2	$1.83M	Buy	18,906 +545	+3%	+$49.7K	0.89%	28
2023 Q1	$1.67M	Buy	18,361 +1,028	+6%	+$91.7K	0.94%	26
2022 Q4	$1.45M	Buy	17,333 +2,703	+18%	+$227K	0.91%	24
2022 Q3	$1.15M	Buy	14,630 +2,017	+16%	+$174K	0.81%	27
2022 Q2	$999K	Buy	12,613 +2,751	+28%	+$240K	0.79%	22
2022 Q1	$991K	Buy	9,862 +3,885	+65%	+$387K	0.69%	25
2021 Q4	$689K	Buy	+5,977	New	+$697K	0.54%	32

Other funds holding IWP

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

FAC

Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return

SGAM

Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return

CMA

Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return

GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return

RFA

RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return

SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return

WMWM

Whitaker-Myers Wealth Managers Mansfield, Ohio $599M AUM 24.9% 1-Year Est. Return

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

Intergy Private Wealth increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 407% in Q2 2026, buying an estimated $14.7M and bringing the position to 132,539 shares worth $19.4M. The position accounts for 4.48% of the portfolio, ranked #4.

Intergy Private Wealth first reported a position in IWP in Q4 2021 and has held it in 19 quarters since. 276 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Intergy Private Wealth held 132,539 shares of iShares Russell Mid-Cap Growth ETF worth $19.4M as of Q2 2026.
Intergy Private Wealth bought 106,375 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $14.7M.
iShares Russell Mid-Cap Growth ETF made up 4.48% of Intergy Private Wealth's portfolio in Q2 2026, its #4 holding.
Intergy Private Wealth first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2021 and has held it in 19 quarters since.
276 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

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