ISHARES TR

Ticker: IWD CUSIP: 464287598 Class: RUS 1000 VAL ETF

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

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

Q4 2025
Shares 16,324 Value ($000) $3,434 Avg Close — Range —
Q3 2025
Shares 16,314 Value ($000) $3,321 Avg Close — Range —
Q2 2025
Shares 18,364 Value ($000) $3,567 Avg Close — Range —
Q1 2025
Shares 16,314 Value ($000) $3,070 Avg Close — Range —
Q4 2024
Shares 16,314 Value ($000) $3,020 Avg Close — Range —
Q3 2024
Shares 16,294 Value ($000) $3,093 Avg Close — Range —
Q2 2024
Shares 16,294 Value ($000) $2,843 Avg Close — Range —
Q1 2024
Shares 16,384 Value ($000) $2,935 Avg Close — Range —
Q4 2023
Shares 16,384 Value ($000) $2,707 Avg Close — Range —
Q3 2023
Shares 19,305 Value ($000) $2,931 Avg Close — Range —
Q2 2023
Shares 17,260 Value ($000) $2,724 Avg Close — Range —
Q1 2023
Shares 17,854 Value ($000) $2,719 Avg Close — Range —
Q4 2022
Shares 18,014 Value ($000) $2,732 Avg Close — Range —
Q3 2022
Shares 18,425 Value ($000) $2,506 Avg Close — Range —
Q2 2022
Shares 18,803 Value ($000) $2,726 Avg Close — Range —
Q1 2022
Shares 20,889 Value ($000) $3,467 Avg Close — Range —
Q4 2021
Shares 21,219 Value ($000) $3,563 Avg Close — Range —
Q3 2021
Shares 23,317 Value ($000) $3,649 Avg Close — Range —
Q2 2021
Shares 23,452 Value ($000) $3,720 Avg Close — Range —
Q1 2021
Shares 28,677 Value ($000) $4,346 Avg Close — Range —
Q4 2020
Shares 24,092 Value ($000) $3,294 Avg Close — Range —
Q3 2020
Shares 29,442 Value ($000) $3,478 Avg Close — Range —
Q2 2020
Shares 30,123 Value ($000) $3,392 Avg Close — Range —
Q1 2020
Shares 25,398 Value ($000) $2,519 Avg Close — Range —
Q4 2019
Shares 26,629 Value ($000) $3,634 Avg Close — Range —
Q3 2019
Shares 26,787 Value ($000) $3,436 Avg Close — Range —
Q2 2019
Shares 26,842 Value ($000) $3,415 Avg Close — Range —
Q1 2019
Shares 27,014 Value ($000) $3,336 Avg Close — Range —