iShares Russell 2000 Index shares owned by Intergy Private Wealth
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Intergy Private Wealth
from 13F filings
Historical chart of Intergy Private Wealth investment in iShares Russell 2000 Index
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Quarterly reported holdings in iShares Russell 2000 Index by Intergy Private Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $222k | 738 | 300.45 |
| 2024-03-31 | $257k | 1.2k | 210.30 |
| 2023-12-31 | $246k | 1.2k | 200.71 |
| 2023-09-30 | $222k | 1.3k | 176.67 |
| 2023-06-30 | $257k | 1.4k | 187.20 |
| 2023-03-31 | $293k | 1.6k | 178.35 |
| 2022-12-31 | $219k | 1.3k | 174.29 |
| 2022-09-30 | $224k | 1.4k | 164.71 |
| 2022-06-30 | $266k | 1.6k | 169.64 |
| 2022-03-31 | $322k | 1.6k | 205.36 |
| 2021-12-31 | $303k | 1.4k | 222.79 |