ISHARES TR

Ticker: IVV CUSIP: 464287200 Class: Exchange Traded Fund

New Insight Wealth Advisors's Holding History (CIK: 0002022328)

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

Q4 2025
Shares 55,634 Value ($000) $38,106 Avg Close Range
Q3 2025
Shares 50,714 Value ($000) $33,943 Avg Close Range
Q2 2025
Shares 48,889 Value ($000) $30,355 Avg Close Range
Q1 2025
Shares 50,152 Value ($000) $28,180 Avg Close Range
Q4 2024
Shares 46,748 Value ($000) $27,520 Avg Close Range
Q3 2024
Shares 47,945 Value ($000) $27,656 Avg Close Range
Q2 2024
Shares 43,671 Value ($000) $23,898 Avg Close Range
Q1 2024
Shares 37,367 Value ($000) $19,645 Avg Close Range
Q4 2023
Shares 34,312 Value ($000) $16,388 Avg Close Range