iShares S&P 500 Growth Index shares owned by Intergy Private Wealth
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Intergy Private Wealth
from 13F filings
Historical chart of Intergy Private Wealth investment in iShares S&P 500 Growth Index
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All positions including iShares S&P 500 Growth 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 Growth Index by Intergy Private Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $773k | 6.4k | 120.72 |
| 2025-06-30 | $705k | 6.4k | 110.10 |
| 2025-03-31 | $633k | 6.8k | 92.83 |
| 2024-12-31 | $692k | 6.8k | 101.53 |
| 2024-09-30 | $675k | 7.1k | 95.75 |
| 2024-06-30 | $653k | 7.1k | 92.54 |
| 2024-03-31 | $596k | 7.1k | 84.44 |
| 2023-12-31 | $530k | 7.1k | 75.10 |
| 2023-09-30 | $483k | 7.1k | 68.42 |
| 2023-06-30 | $497k | 7.1k | 70.48 |
| 2023-03-31 | $355k | 5.6k | 63.89 |
| 2022-12-31 | $325k | 5.6k | 58.50 |