ISHARES TR

Ticker: IJR CUSIP: 464287804 Class: CORE S&P SCP ETF

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

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

Q4 2025
Shares 5,436 Value ($000) $653 Avg Close Range
Q3 2025
Shares 5,971 Value ($000) $710 Avg Close Range
Q2 2025
Shares 6,092 Value ($000) $676 Avg Close Range
Q1 2025
Shares 6,367 Value ($000) $666 Avg Close Range
Q4 2024
Shares 106,397 Value ($000) $12,259 Avg Close Range
Q3 2024
Shares 106,325 Value ($000) $12,436 Avg Close Range
Q2 2024
Shares 105,088 Value ($000) $11,209 Avg Close Range
Q1 2024
Shares 100,410 Value ($000) $11,097 Avg Close Range
Q4 2023
Shares 100,691 Value ($000) $10,900 Avg Close Range
Q3 2023
Shares 102,872 Value ($000) $9,704 Avg Close Range
Q2 2023
Shares 106,194 Value ($000) $10,582 Avg Close Range
Q1 2023
Shares 106,795 Value ($000) $10,327 Avg Close Range
Q4 2022
Shares 109,566 Value ($000) $10,369 Avg Close Range
Q3 2022
Shares 119,261 Value ($000) $11,021 Avg Close Range
Q2 2022
Shares 119,261 Value ($000) $11,021 Avg Close Range
Q1 2022
Shares 127,946 Value ($000) $13,803 Avg Close Range
Q4 2021
Shares 126,020 Value ($000) $14,431 Avg Close Range
Q3 2021
Shares 140,934 Value ($000) $15,389 Avg Close Range
Q2 2021
Shares 133,372 Value ($000) $15,068 Avg Close Range
Q1 2021
Shares 137,945 Value ($000) $14,971 Avg Close Range
Q4 2020
Shares 105,595 Value ($000) $9,704 Avg Close Range
Q3 2020
Shares 162,781 Value ($000) $11,432 Avg Close Range
Q2 2020
Shares 88,009 Value ($000) $6,010 Avg Close Range
Q1 2020
Shares 82,945 Value ($000) $4,654 Avg Close Range
Q4 2019
Shares 105,241 Value ($000) $8,824 Avg Close Range
Q3 2019
Shares 98,391 Value ($000) $7,659 Avg Close Range
Q2 2019
Shares 101,231 Value ($000) $7,924 Avg Close Range
Q1 2019
Shares 197,026 Value ($000) $15,201 Avg Close Range
Q4 2018
Shares 189,335 Value ($000) $13,125 Avg Close Range