ISHARES TR

Ticker: IWD CUSIP: 464287598 Class: RUS 1000 VAL ETF

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

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

Q4 2025
Shares 1,105 Value ($000) $232 Avg Close — Range —
Q3 2025
Shares 1,104 Value ($000) $225 Avg Close — Range —
Q2 2025
Shares 1,121 Value ($000) $220 Avg Close — Range —
Q1 2025
Shares 1,120 Value ($000) $211 Avg Close — Range —
Q4 2024
Shares 1,119 Value ($000) $207 Avg Close — Range —
Q3 2024
Shares 1,118 Value ($000) $212 Avg Close — Range —
Q2 2023
Shares 1,309 Value ($000) $207 Avg Close — Range —
Q1 2022
Shares 1,306 Value ($000) $217 Avg Close — Range —
Q4 2021
Shares 1,312 Value ($000) $220 Avg Close — Range —
Q3 2021
Shares 1,417 Value ($000) $222 Avg Close — Range —
Q2 2021
Shares 1,414 Value ($000) $224 Avg Close — Range —
Q1 2021
Shares 1,653 Value ($000) $251 Avg Close — Range —
Q4 2020
Shares 1,651 Value ($000) $226 Avg Close — Range —
Q1 2020
Shares 3,052 Value ($000) $303 Avg Close — Range —
Q4 2019
Shares 4,297 Value ($000) $586 Avg Close — Range —
Q3 2019
Shares 4,426 Value ($000) $568 Avg Close — Range —
Q2 2019
Shares 4,221 Value ($000) $537 Avg Close — Range —
Q1 2019
Shares 4,028 Value ($000) $497 Avg Close — Range —