ISHARES TR

Ticker: IVV CUSIP: 464287200 Class: Exchange Traded Fund

Insight Wealth Strategies, LLC's Holding History (CIK: 0001749914)

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

Q4 2025
Shares 1,734 Value ($000) $1,188 Avg Close Range
Q3 2025
Shares 1,654 Value ($000) $1,107 Avg Close Range
Q2 2025
Shares 1,798 Value ($000) $1,116 Avg Close Range
Q1 2025
Shares 1,726 Value ($000) $970 Avg Close Range
Q4 2024
Shares 1,709 Value ($000) $1,006 Avg Close Range
Q3 2024
Shares 1,676 Value ($000) $966 Avg Close Range
Q2 2024
Shares 1,699 Value ($000) $930 Avg Close Range
Q1 2024
Shares 1,473 Value ($000) $774 Avg Close Range
Q4 2023
Shares 1,403 Value ($000) $670 Avg Close Range
Q3 2023
Shares 1,357 Value ($000) $583 Avg Close Range
Q2 2023
Shares 1,357 Value ($000) $605 Avg Close Range
Q1 2023
Shares 1,355 Value ($000) $557 Avg Close Range
Q4 2022
Shares 1,273 Value ($000) $489 Avg Close Range
Q3 2022
Shares 1,298 Value ($000) $492 Avg Close Range
Q2 2022
Shares 1,298 Value ($000) $492 Avg Close Range
Q1 2022
Shares 938 Value ($000) $425 Avg Close Range
Q4 2021
Shares 759 Value ($000) $362 Avg Close Range
Q3 2021
Shares 7,883 Value ($000) $3,396 Avg Close Range
Q2 2021
Shares 4,723 Value ($000) $2,031 Avg Close Range
Q1 2021
Shares 9,043 Value ($000) $3,598 Avg Close Range
Q4 2020
Shares 4,023 Value ($000) $1,510 Avg Close Range
Q3 2020
Shares 1,314 Value ($000) $442 Avg Close Range
Q2 2020
Shares 1,012 Value ($000) $313 Avg Close Range
Q1 2020
Shares 1,099 Value ($000) $284 Avg Close Range
Q4 2019
Shares 1,479 Value ($000) $478 Avg Close Range
Q3 2019
Shares 2,388 Value ($000) $713 Avg Close Range
Q2 2019
Shares 939 Value ($000) $277 Avg Close Range
Q4 2018
Shares 1,303 Value ($000) $328 Avg Close Range