ISHARES TR

Ticker: ISCG CUSIP: 464288604 Class: MRGSTR SM CP GR

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

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

Q4 2025
Shares 128,261 Value ($000) $7,113 Avg Close — Range —
Q3 2025
Shares 128,013 Value ($000) $6,952 Avg Close — Range —
Q2 2025
Shares 127,069 Value ($000) $6,323 Avg Close — Range —
Q1 2025
Shares 118,200 Value ($000) $5,325 Avg Close — Range —
Q4 2024
Shares 104,461 Value ($000) $5,167 Avg Close — Range —
Q3 2024
Shares 104,440 Value ($000) $5,113 Avg Close — Range —
Q2 2024
Shares 103,607 Value ($000) $4,712 Avg Close — Range —
Q1 2024
Shares 105,115 Value ($000) $4,895 Avg Close — Range —
Q4 2023
Shares 107,454 Value ($000) $4,728 Avg Close — Range —
Q3 2023
Shares 106,426 Value ($000) $4,125 Avg Close — Range —
Q2 2023
Shares 102,200 Value ($000) $4,232 Avg Close — Range —
Q1 2023
Shares 94,586 Value ($000) $3,687 Avg Close — Range —
Q4 2022
Shares 74,430 Value ($000) $2,682 Avg Close — Range —
Q3 2022
Shares 71,990 Value ($000) $2,495 Avg Close — Range —
Q2 2022
Shares 69,765 Value ($000) $2,464 Avg Close — Range —
Q1 2022
Shares 65,155 Value ($000) $2,879 Avg Close — Range —