ISHARES TR

Ticker: USMV CUSIP: 46429B697 Class: MSCI USA MIN VOL

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

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

Q4 2025
Shares 9,429 Value ($000) $888 Avg Close — Range —
Q3 2025
Shares 9,894 Value ($000) $941 Avg Close — Range —
Q2 2025
Shares 11,143 Value ($000) $1,046 Avg Close — Range —
Q1 2025
Shares 11,249 Value ($000) $1,054 Avg Close — Range —
Q4 2024
Shares 10,346 Value ($000) $919 Avg Close — Range —
Q3 2024
Shares 2,700 Value ($000) $247 Avg Close — Range —
Q2 2024
Shares 2,694 Value ($000) $226 Avg Close — Range —
Q1 2024
Shares 2,689 Value ($000) $225 Avg Close — Range —
Q4 2023
Shares 2,682 Value ($000) $209 Avg Close — Range —
Q1 2022
Shares 2,623 Value ($000) $203 Avg Close — Range —
Q4 2021
Shares 2,623 Value ($000) $212 Avg Close — Range —
Q1 2021
Shares 3,068 Value ($000) $212 Avg Close — Range —
Q3 2020
Shares 3,347 Value ($000) $213 Avg Close — Range —
Q2 2020
Shares 3,340 Value ($000) $203 Avg Close — Range —
Q1 2020
Shares 47,309 Value ($000) $2,555 Avg Close — Range —
Q4 2019
Shares 52,027 Value ($000) $3,413 Avg Close — Range —
Q3 2019
Shares 55,322 Value ($000) $3,546 Avg Close — Range —
Q2 2019
Shares 55,501 Value ($000) $3,426 Avg Close — Range —
Q1 2019
Shares 71,848 Value ($000) $4,225 Avg Close — Range —