iShares S&P 500 Index shares owned by Intergy Private Wealth
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Intergy Private Wealth
from 13F filings
Historical chart of Intergy Private Wealth investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Intergy Private Wealth consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in iShares S&P 500 Index by Intergy Private Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.4M | 2.1k | 669.38 |
| 2025-06-30 | $1.3M | 2.1k | 620.88 |
| 2025-03-31 | $1.3M | 2.3k | 561.81 |
| 2024-12-31 | $1.4M | 2.4k | 588.76 |
| 2024-09-30 | $1.3M | 2.2k | 576.94 |
| 2024-06-30 | $1.2M | 2.2k | 547.25 |
| 2024-03-31 | $1.2M | 2.3k | 525.67 |
| 2023-12-31 | $1.1M | 2.3k | 477.70 |
| 2023-09-30 | $1.0M | 2.4k | 429.47 |
| 2023-06-30 | $2.0M | 4.5k | 445.73 |
| 2023-03-31 | $1.7M | 4.2k | 411.06 |
| 2022-12-31 | $952k | 2.5k | 384.24 |
| 2022-09-30 | $1.4M | 3.9k | 358.61 |
| 2022-06-30 | $1.5M | 3.9k | 379.12 |
| 2022-03-31 | $1.9M | 4.2k | 453.54 |
| 2021-12-31 | $11M | 22k | 477.00 |