ISHARES TR

Ticker: IVW CUSIP: 464287309 Class: S&P 500 GRWT ETF

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

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

Q4 2025
Shares 4,146 Value ($000) $511 Avg Close Range
Q3 2025
Shares 4,678 Value ($000) $565 Avg Close Range
Q2 2025
Shares 4,840 Value ($000) $527 Avg Close Range
Q1 2025
Shares 4,835 Value ($000) $449 Avg Close Range
Q4 2024
Shares 4,829 Value ($000) $490 Avg Close Range
Q3 2024
Shares 5,595 Value ($000) $536 Avg Close Range
Q2 2024
Shares 5,420 Value ($000) $502 Avg Close Range
Q1 2024
Shares 5,349 Value ($000) $452 Avg Close Range
Q4 2023
Shares 5,372 Value ($000) $403 Avg Close Range
Q3 2023
Shares 5,340 Value ($000) $365 Avg Close Range
Q2 2023
Shares 5,326 Value ($000) $375 Avg Close Range
Q1 2023
Shares 6,164 Value ($000) $394 Avg Close Range
Q4 2022
Shares 6,356 Value ($000) $372 Avg Close Range
Q3 2022
Shares 7,219 Value ($000) $436 Avg Close Range
Q2 2022
Shares 7,219 Value ($000) $436 Avg Close Range
Q1 2022
Shares 7,481 Value ($000) $571 Avg Close Range
Q4 2021
Shares 8,252 Value ($000) $690 Avg Close Range
Q3 2021
Shares 11,903 Value ($000) $880 Avg Close Range
Q2 2021
Shares 14,324 Value ($000) $1,042 Avg Close Range
Q1 2021
Shares 20,537 Value ($000) $1,337 Avg Close Range
Q4 2020
Shares 28,178 Value ($000) $1,798 Avg Close Range
Q3 2020
Shares 7,089 Value ($000) $1,638 Avg Close Range
Q2 2020
Shares 6,804 Value ($000) $1,412 Avg Close Range
Q1 2020
Shares 8,373 Value ($000) $1,382 Avg Close Range
Q4 2019
Shares 130,565 Value ($000) $25,283 Avg Close Range
Q3 2019
Shares 127,993 Value ($000) $23,043 Avg Close Range
Q2 2019
Shares 108,687 Value ($000) $19,481 Avg Close Range
Q1 2019
Shares 91,365 Value ($000) $15,748 Avg Close Range
Q4 2018
Shares 102,068 Value ($000) $15,379 Avg Close Range