ISHARES TR

Ticker: IVV CUSIP: 464287200 Class: Exchange Traded Fund

Insight Wealth Partners, LLC's Holding History (CIK: 0001627003)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 694 Value ($000) $475 Avg Close — Range —
Q3 2025
Shares 694 Value ($000) $464 Avg Close — Range —
Q2 2025
Shares 694 Value ($000) $431 Avg Close — Range —
Q1 2025
Shares 694 Value ($000) $390 Avg Close — Range —
Q4 2024
Shares 694 Value ($000) $409 Avg Close — Range —
Q3 2024
Shares 694 Value ($000) $400 Avg Close — Range —
Q2 2024
Shares 694 Value ($000) $380 Avg Close — Range —
Q1 2024
Shares 694 Value ($000) $365 Avg Close — Range —
Q4 2023
Shares 694 Value ($000) $331 Avg Close — Range —
Q3 2023
Shares 694 Value ($000) $298 Avg Close — Range —
Q2 2023
Shares 694 Value ($000) $309 Avg Close — Range —