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Insight Wealth Strategies, LLC → BLK
Insight Wealth Strategies, LLC BLK Position History
BlackRock, Inc. • Financial Services
Quarters held
4
Latest value
$4.5M
Q3 2026
Peak value
$30.5M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $30.5M |
| Q1 2026 | $27.4M |
| Q2 2026 | $4.7M |
| Q3 2026 | $4.5M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $4.5M | 44.2K | — | — |
| Q2 2026 | $4.7M | 43.6K | — | — |
| Q1 2026 | $27.4M | 251.2K | — | — |
| Q4 2025 | $30.5M | 276.7K | — | — |