ISHARES TR

Ticker: CMBS CUSIP: 46429B366 Class: CMBS ETF

Insight Wealth Partners, LLC's Holding History (CIK: 0001627003)

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

Q4 2025
Shares 66,397 Value ($000) $3,259 Avg Close Range
Q3 2025
Shares 63,291 Value ($000) $3,106 Avg Close Range
Q2 2025
Shares 53,573 Value ($000) $2,610 Avg Close Range
Q1 2025
Shares 52,073 Value ($000) $2,500 Avg Close Range
Q4 2024
Shares 51,760 Value ($000) $2,443 Avg Close Range
Q3 2024
Shares 46,836 Value ($000) $2,292 Avg Close Range
Q2 2024
Shares 44,439 Value ($000) $2,086 Avg Close Range
Q1 2024
Shares 44,857 Value ($000) $2,113 Avg Close Range
Q4 2023
Shares 36,837 Value ($000) $1,724 Avg Close Range
Q3 2023
Shares 35,718 Value ($000) $1,609 Avg Close Range
Q2 2023
Shares 34,914 Value ($000) $1,601 Avg Close Range
Q1 2023
Shares 44,854 Value ($000) $2,072 Avg Close Range
Q4 2022
Shares 44,724 Value ($000) $2,053 Avg Close Range
Q3 2022
Shares 36,101 Value ($000) $1,655 Avg Close Range
Q2 2022
Shares 31,719 Value ($000) $1,526 Avg Close Range
Q1 2022
Shares 31,492 Value ($000) $1,570 Avg Close Range
Q4 2021
Shares 31,164 Value ($000) $1,653 Avg Close Range
Q3 2021
Shares 27,523 Value ($000) $1,488 Avg Close Range
Q2 2021
Shares 27,516 Value ($000) $1,496 Avg Close Range
Q1 2021
Shares 27,508 Value ($000) $1,482 Avg Close Range
Q4 2020
Shares 26,929 Value ($000) $1,490 Avg Close Range
Q3 2020
Shares 13,158 Value ($000) $731 Avg Close Range