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iShares S&P SmallCap 600 Index shares owned by Opes Wealth Management

Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Opes Wealth Management from 13F filings

Historical chart of Opes Wealth Management investment in iShares S&P SmallCap 600 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P SmallCap 600 Index held by Opes Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P SmallCap 600 Index by Opes Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $203k 1.7k 120.17

More positions owned by Opes Wealth Management

Apple (AAPL)
Schwab Strategic Tr Fundamental Intl (FNDF)
Ishares Tr Calif Mun Bd Etf (CMF)
Gilead Sciences (GILD)
Schwab Strategic Tr Fundamental Us B (FNDB)
Ishares Tr Core Univrsl Usd (IUSB)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Schwab Strategic Tr Fundamental Us L (FNDX)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Dimensional Etf Trust Emerging Mkts Va (DFEV)
Ishares Tr Msci Usa Mmentm (MTUM)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)

View all positions for Opes Wealth Management

Top funds holding iShares S&P SmallCap 600 Index

Northwestern Mutual Wealth Management Company
FMR
LPL Financial
Envestnet Asset Management
Jones Financial Companies, L.L
Wells Fargo & Company
Raymond James Financial
Bank of New York Mellon
UBS Group
Northern Trust
BlackRock
Pnc Financial Services
Financial Engines Advisors L.L.C
Royal Bank of Canada
First Command Advisory Services

View all funds holding iShares S&P SmallCap 600 Index