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Ishares Tr shares owned by Insight Wealth Strategies

Quarter-by-quarter ownership of Ishares Tr (IVVW) shares owned by Insight Wealth Strategies from 13F filings

Historical chart of Insight Wealth Strategies investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr held by Insight Wealth Strategies consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr by Insight Wealth Strategies

Quarter filed Position value Share count Share price at filing
2025-09-30 $761k 16k 46.57
2025-06-30 $474k 10k 45.96
2025-03-31 $303k 6.5k 46.49

More positions owned by Insight Wealth Strategies

Chevron Corporation (CVX)
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT)
Ishares Tr Pfd And Incm Sec (PFF)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Goldman Sachs Etf Tr Activebeta Int (GSIE)
Ishares Tr 10+ Yr Invst Grd (IGLB)
T Rowe Price Etf Floating Rate (TFLR)
Ishares Tr High Yld Systm B (HYDB)
Legg Mason Etf Invt Franklin Intl Lw (LVHI)
Dimensional Etf Trust Inflation Prote (DFIP)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO)
Lam Research Corp Com New (LRCX)

View all positions for Insight Wealth Strategies

Top funds holding Ishares Tr

Sumitomo Life Insurance
Advisor Group Holdings
Assetmark
Cetera Investment Advisers
Commonwealth Equity Services
Retirement Planning Group
Envestnet Asset Management
Susquehanna International
Insight Wealth Strategies
Old Mission Capital
Janney Montgomery Scott
Sunbelt Securities
Smartleaf Asset Management
FMR

View all funds holding Ishares Tr