iShares S&P 500 Index shares owned by Insight Wealth Strategies
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Insight Wealth Strategies
from 13F filings
Historical chart of Insight Wealth Strategies investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Insight Wealth Strategies
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.1M | 1.7k | 669.11 |
| 2025-06-30 | $1.1M | 1.8k | 620.61 |
| 2025-03-31 | $970k | 1.7k | 561.75 |
| 2024-12-31 | $1.0M | 1.7k | 588.79 |
| 2024-09-30 | $967k | 1.7k | 576.66 |
| 2024-06-30 | $930k | 1.7k | 547.33 |
| 2024-03-31 | $774k | 1.5k | 525.71 |
| 2023-12-31 | $670k | 1.4k | 477.61 |
| 2023-09-30 | $583k | 1.4k | 429.50 |
| 2023-06-30 | $605k | 1.4k | 445.78 |
| 2023-03-31 | $557k | 1.4k | 410.98 |
| 2022-12-31 | $489k | 1.3k | 384.14 |
| 2022-09-30 | $492k | 1.3k | 379.04 |
| 2022-06-30 | $492k | 1.3k | 379.04 |
| 2022-03-31 | $425k | 938 | 453.09 |
| 2021-12-31 | $362k | 759 | 476.94 |
| 2021-09-30 | $3.4M | 7.9k | 430.80 |
| 2021-06-30 | $2.0M | 4.7k | 430.02 |
| 2021-03-31 | $3.6M | 9.0k | 397.88 |
| 2020-12-31 | $1.5M | 4.0k | 375.34 |
| 2020-09-30 | $442k | 1.3k | 336.38 |
| 2020-06-30 | $313k | 1.0k | 309.29 |
| 2020-03-31 | $284k | 1.1k | 258.42 |
| 2019-12-31 | $478k | 1.5k | 323.19 |
| 2019-09-30 | $713k | 2.4k | 298.58 |
| 2019-06-30 | $277k | 939 | 294.99 |
| 2018-12-31 | $328k | 1.3k | 251.73 |