iShares S&P MidCap 400 Value Index shares owned by Opes Wealth Management
Quarter-by-quarter ownership of iShares S&P MidCap 400 Value Index (IJJ) shares owned by Opes Wealth Management
from 13F filings
Historical chart of Opes Wealth Management investment in iShares S&P MidCap 400 Value Index
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Quarterly reported holdings in iShares S&P MidCap 400 Value Index by Opes Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.2M | 17k | 129.72 |
| 2025-06-30 | $2.1M | 17k | 123.58 |
| 2024-12-31 | $2.0M | 16k | 124.96 |
| 2024-09-30 | $2.0M | 16k | 123.62 |
| 2024-06-30 | $1.8M | 16k | 113.46 |
| 2024-03-31 | $1.9M | 16k | 118.29 |
| 2023-12-31 | $1.9M | 16k | 114.04 |
| 2023-09-30 | $1.7M | 17k | 100.93 |
| 2023-06-30 | $1.8M | 17k | 107.13 |
| 2023-03-31 | $1.8M | 18k | 102.77 |
| 2022-12-31 | $1.8M | 18k | 100.80 |
| 2022-09-30 | $1.6M | 18k | 90.00 |
| 2022-06-30 | $1.7M | 18k | 94.43 |
| 2022-03-31 | $2.1M | 19k | 109.63 |
| 2021-12-31 | $2.1M | 19k | 110.66 |
| 2021-09-30 | $1.9M | 19k | 103.03 |
| 2021-06-30 | $2.0M | 19k | 105.35 |
| 2021-03-31 | $2.0M | 20k | 101.94 |
| 2020-12-31 | $1.6M | 19k | 86.29 |
| 2020-09-30 | $1.4M | 10k | 134.86 |
| 2020-06-30 | $1.4M | 11k | 132.98 |
| 2020-03-31 | $1.1M | 9.9k | 109.76 |
| 2019-12-31 | $1.8M | 11k | 170.74 |
| 2019-09-30 | $1.9M | 12k | 159.92 |
| 2019-06-30 | $2.0M | 12k | 159.48 |
| 2019-03-31 | $2.0M | 13k | 156.95 |
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