ISHARES TR

Ticker: IJJ CUSIP: 464287705 Class: S&P MC 400VL ETF

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

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

Q4 2025
Shares 16,971 Value ($000) $2,233 Avg Close — Range —
Q3 2025
Shares 16,971 Value ($000) $2,201 Avg Close — Range —
Q2 2025
Shares 17,261 Value ($000) $2,133 Avg Close — Range —
Q1 2025
Shares 16,971 Value ($000) $2,032 Avg Close — Range —
Q4 2024
Shares 16,171 Value ($000) $2,021 Avg Close — Range —
Q3 2024
Shares 15,852 Value ($000) $1,960 Avg Close — Range —
Q2 2024
Shares 15,852 Value ($000) $1,799 Avg Close — Range —
Q1 2024
Shares 16,003 Value ($000) $1,893 Avg Close — Range —
Q4 2023
Shares 16,275 Value ($000) $1,856 Avg Close — Range —
Q3 2023
Shares 17,290 Value ($000) $1,745 Avg Close — Range —
Q2 2023
Shares 17,000 Value ($000) $1,821 Avg Close — Range —
Q1 2023
Shares 17,614 Value ($000) $1,810 Avg Close — Range —
Q4 2022
Shares 17,751 Value ($000) $1,789 Avg Close — Range —
Q3 2022
Shares 18,001 Value ($000) $1,620 Avg Close — Range —
Q2 2022
Shares 18,066 Value ($000) $1,706 Avg Close — Range —
Q1 2022
Shares 18,781 Value ($000) $2,059 Avg Close — Range —
Q4 2021
Shares 18,895 Value ($000) $2,091 Avg Close — Range —
Q3 2021
Shares 18,645 Value ($000) $1,921 Avg Close — Range —
Q2 2021
Shares 18,890 Value ($000) $1,990 Avg Close — Range —
Q1 2021
Shares 19,795 Value ($000) $2,018 Avg Close — Range —
Q4 2020
Shares 19,006 Value ($000) $1,640 Avg Close — Range —
Q3 2020
Shares 10,426 Value ($000) $1,406 Avg Close — Range —
Q2 2020
Shares 10,573 Value ($000) $1,406 Avg Close — Range —
Q1 2020
Shares 9,867 Value ($000) $1,083 Avg Close — Range —
Q4 2019
Shares 10,466 Value ($000) $1,787 Avg Close — Range —
Q3 2019
Shares 12,012 Value ($000) $1,921 Avg Close — Range —
Q2 2019
Shares 12,284 Value ($000) $1,959 Avg Close — Range —
Q1 2019
Shares 12,756 Value ($000) $2,002 Avg Close — Range —