ISHARES TR

Ticker: XJH CUSIP: 46436E551 Class: ESG SELECT SCRE

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

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

Q4 2025
Shares 37,747 Value ($000) $1,685 Avg Close — Range —
Q3 2025
Shares 37,772 Value ($000) $1,656 Avg Close — Range —
Q2 2025
Shares 39,062 Value ($000) $1,621 Avg Close — Range —
Q1 2025
Shares 34,028 Value ($000) $1,329 Avg Close — Range —
Q4 2024
Shares 18,203 Value ($000) $762 Avg Close — Range —
Q3 2024
Shares 18,993 Value ($000) $803 Avg Close — Range —
Q2 2024
Shares 18,463 Value ($000) $731 Avg Close — Range —
Q1 2024
Shares 18,203 Value ($000) $748 Avg Close — Range —
Q4 2023
Shares 18,130 Value ($000) $684 Avg Close — Range —
Q3 2023
Shares 12,955 Value ($000) $439 Avg Close — Range —