ISHARES TR

Ticker: IJH CUSIP: 464287507 Class: Exchange Traded Fund

Opes Wealth Management LLC's Holding History (CIK: 0001766918)

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

Q4 2025
Shares 135,922 Value ($000) $8,971 Avg Close Range
Q3 2025
Shares 132,634 Value ($000) $8,656 Avg Close Range
Q2 2025
Shares 132,963 Value ($000) $8,246 Avg Close Range
Q1 2025
Shares 111,634 Value ($000) $6,514 Avg Close Range
Q4 2024
Shares 89,287 Value ($000) $5,563 Avg Close Range
Q3 2024
Shares 86,337 Value ($000) $5,381 Avg Close Range
Q2 2024
Shares 83,533 Value ($000) $4,888 Avg Close Range
Q1 2024
Shares 88,103 Value ($000) $5,351 Avg Close Range
Q4 2023
Shares 17,763 Value ($000) $4,923 Avg Close Range
Q3 2023
Shares 17,441 Value ($000) $4,349 Avg Close Range
Q2 2023
Shares 14,472 Value ($000) $3,784 Avg Close Range
Q1 2023
Shares 13,667 Value ($000) $3,419 Avg Close Range
Q4 2022
Shares 9,397 Value ($000) $2,273 Avg Close Range
Q3 2022
Shares 13,491 Value ($000) $2,958 Avg Close Range
Q2 2022
Shares 13,276 Value ($000) $3,003 Avg Close Range
Q1 2022
Shares 12,358 Value ($000) $3,316 Avg Close Range
Q4 2021
Shares 11,652 Value ($000) $3,298 Avg Close Range
Q3 2021
Shares 8,390 Value ($000) $2,207 Avg Close Range