ISHARES TR

Ticker: USMV CUSIP: 46429B697 Class: MSCI USA MIN VOL

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

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

Q4 2025
Shares 129,626 Value ($000) $12,206 Avg Close — Range —
Q3 2025
Shares 128,838 Value ($000) $12,258 Avg Close — Range —
Q2 2025
Shares 139,642 Value ($000) $13,164 Avg Close — Range —
Q1 2025
Shares 140,419 Value ($000) $13,152 Avg Close — Range —
Q4 2024
Shares 343,489 Value ($000) $30,498 Avg Close — Range —
Q3 2024
Shares 339,326 Value ($000) $30,984 Avg Close — Range —
Q2 2024
Shares 307,893 Value ($000) $25,851 Avg Close — Range —
Q1 2024
Shares 295,494 Value ($000) $24,697 Avg Close — Range —
Q4 2023
Shares 293,965 Value ($000) $22,938 Avg Close — Range —
Q3 2023
Shares 319,022 Value ($000) $23,091 Avg Close — Range —
Q2 2023
Shares 329,604 Value ($000) $24,499 Avg Close — Range —
Q1 2023
Shares 333,247 Value ($000) $24,240 Avg Close — Range —
Q4 2022
Shares 342,574 Value ($000) $24,700 Avg Close — Range —
Q3 2022
Shares 374,599 Value ($000) $26,301 Avg Close — Range —
Q2 2022
Shares 374,599 Value ($000) $26,301 Avg Close — Range —
Q1 2022
Shares 397,153 Value ($000) $30,807 Avg Close — Range —
Q4 2021
Shares 394,210 Value ($000) $31,892 Avg Close — Range —
Q3 2021
Shares 417,425 Value ($000) $30,681 Avg Close — Range —
Q2 2021
Shares 420,945 Value ($000) $30,986 Avg Close — Range —
Q1 2021
Shares 453,934 Value ($000) $31,408 Avg Close — Range —
Q4 2020
Shares 285,804 Value ($000) $19,400 Avg Close — Range —
Q3 2020
Shares 320,308 Value ($000) $20,413 Avg Close — Range —
Q2 2020
Shares 268,023 Value ($000) $16,250 Avg Close — Range —
Q1 2020
Shares 231,162 Value ($000) $12,485 Avg Close — Range —
Q4 2019
Shares 67,817 Value ($000) $4,449 Avg Close — Range —
Q3 2019
Shares 70,291 Value ($000) $4,506 Avg Close — Range —
Q2 2019
Shares 59,795 Value ($000) $3,691 Avg Close — Range —
Q1 2019
Shares 46,033 Value ($000) $2,707 Avg Close — Range —
Q4 2018
Shares 38,849 Value ($000) $2,036 Avg Close — Range —