ISHARES TR

Ticker: MTUM CUSIP: 46432F396 Class: MSCI USA MMENTM

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

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

Q4 2025
Shares 5,693 Value ($000) $1,425 Avg Close — Range —
Q3 2025
Shares 5,689 Value ($000) $1,459 Avg Close — Range —
Q2 2025
Shares 5,790 Value ($000) $1,371 Avg Close — Range —
Q1 2025
Shares 5,784 Value ($000) $1,169 Avg Close — Range —
Q4 2024
Shares 5,787 Value ($000) $1,198 Avg Close — Range —
Q3 2024
Shares 6,141 Value ($000) $1,245 Avg Close — Range —
Q2 2024
Shares 135,028 Value ($000) $26,313 Avg Close — Range —
Q1 2024
Shares 133,485 Value ($000) $25,008 Avg Close — Range —
Q4 2023
Shares 146,789 Value ($000) $23,030 Avg Close — Range —
Q3 2023
Shares 152,339 Value ($000) $21,282 Avg Close — Range —
Q2 2023
Shares 156,283 Value ($000) $22,544 Avg Close — Range —
Q1 2023
Shares 156,944 Value ($000) $21,822 Avg Close — Range —
Q4 2022
Shares 162,893 Value ($000) $23,771 Avg Close — Range —
Q3 2022
Shares 168,006 Value ($000) $22,911 Avg Close — Range —
Q2 2022
Shares 168,006 Value ($000) $22,911 Avg Close — Range —
Q1 2022
Shares 173,951 Value ($000) $29,271 Avg Close — Range —
Q4 2021
Shares 170,065 Value ($000) $30,921 Avg Close — Range —
Q3 2021
Shares 173,043 Value ($000) $30,386 Avg Close — Range —
Q2 2021
Shares 175,134 Value ($000) $30,373 Avg Close — Range —
Q1 2021
Shares 191,451 Value ($000) $30,797 Avg Close — Range —
Q4 2020
Shares 120,633 Value ($000) $19,457 Avg Close — Range —
Q3 2020
Shares 145,991 Value ($000) $21,519 Avg Close — Range —
Q2 2020
Shares 113,403 Value ($000) $14,856 Avg Close — Range —
Q1 2020
Shares 98,711 Value ($000) $10,511 Avg Close — Range —
Q4 2019
Shares 16,342 Value ($000) $2,052 Avg Close — Range —
Q3 2019
Shares 6,483 Value ($000) $773 Avg Close — Range —
Q2 2019
Shares 2,663 Value ($000) $316 Avg Close — Range —