ISHARES TR

Ticker: IWM CUSIP: 464287655 Class: RUSSELL 2000 ETF

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

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

Q4 2025
Shares 1,545 Value ($000) $380 Avg Close — Range —
Q3 2025
Shares 1,540 Value ($000) $373 Avg Close — Range —
Q2 2025
Shares 1,536 Value ($000) $335 Avg Close — Range —
Q1 2025
Shares 1,528 Value ($000) $305 Avg Close — Range —
Q4 2024
Shares 1,525 Value ($000) $337 Avg Close — Range —
Q3 2024
Shares 1,521 Value ($000) $336 Avg Close — Range —
Q2 2024
Shares 1,516 Value ($000) $308 Avg Close — Range —
Q1 2024
Shares 1,502 Value ($000) $316 Avg Close — Range —
Q1 2022
Shares 2,673 Value ($000) $549 Avg Close — Range —
Q3 2021
Shares 1,022 Value ($000) $224 Avg Close — Range —
Q2 2021
Shares 962 Value ($000) $221 Avg Close — Range —
Q4 2019
Shares 1,371 Value ($000) $227 Avg Close — Range —