ISHARES TR

Ticker: IUSG CUSIP: 464287671 Class: CORE S&P US GWT

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

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

Q4 2025
Shares 5,745 Value ($000) $965 Avg Close Range
Q3 2025
Shares 5,740 Value ($000) $944 Avg Close Range
Q2 2025
Shares 5,736 Value ($000) $854 Avg Close Range
Q1 2025
Shares 5,731 Value ($000) $728 Avg Close Range
Q4 2024
Shares 5,727 Value ($000) $798 Avg Close Range
Q3 2024
Shares 6,152 Value ($000) $811 Avg Close Range
Q2 2024
Shares 5,889 Value ($000) $751 Avg Close Range
Q1 2024
Shares 5,885 Value ($000) $690 Avg Close Range
Q4 2023
Shares 5,881 Value ($000) $612 Avg Close Range
Q3 2023
Shares 5,873 Value ($000) $557 Avg Close Range
Q2 2023
Shares 6,439 Value ($000) $629 Avg Close Range
Q1 2023
Shares 6,431 Value ($000) $571 Avg Close Range
Q4 2022
Shares 6,419 Value ($000) $523 Avg Close Range
Q3 2022
Shares 7,441 Value ($000) $623 Avg Close Range
Q2 2022
Shares 7,441 Value ($000) $623 Avg Close Range
Q1 2022
Shares 212,047 Value ($000) $22,405 Avg Close Range
Q4 2021
Shares 209,683 Value ($000) $24,248 Avg Close Range
Q3 2021
Shares 203,923 Value ($000) $20,884 Avg Close Range
Q2 2021
Shares 215,672 Value ($000) $21,779 Avg Close Range
Q1 2021
Shares 244,424 Value ($000) $22,191 Avg Close Range
Q4 2020
Shares 208,646 Value ($000) $18,505 Avg Close Range
Q3 2020
Shares 260,152 Value ($000) $20,807 Avg Close Range
Q2 2020
Shares 215,091 Value ($000) $15,461 Avg Close Range
Q1 2020
Shares 197,649 Value ($000) $11,284 Avg Close Range
Q4 2019
Shares 26,683 Value ($000) $1,805 Avg Close Range
Q3 2019
Shares 25,357 Value ($000) $1,594 Avg Close Range
Q2 2019
Shares 25,010 Value ($000) $1,568 Avg Close Range
Q1 2019
Shares 24,585 Value ($000) $1,483 Avg Close Range
Q4 2018
Shares 15,808 Value ($000) $833 Avg Close Range